WISDOMTREE TRUST WISDOMTREE (AGZD) Institutional Ownership Changes & 13F Activity

WISDOMTREE TRUST WISDOMTREE (AGZD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Win Advisors, Inc, Mcadam, Llc, Sykon Capital Llc, Bank Of America Corp, and Lpl Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-15,565-30.2%36,054$815.18KQ2 2026Sep 02, 2026
Equitable Holdings, Inc.Sell-7,612-28.0%19,574$442.57KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+65,878+26.5%314,357$7.11MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+34,471+154.4%56,803$1.28MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+29,52029,520$667.45KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+28,407+96.3%57,913$1.31MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-20,025-15.8%106,908$2.42MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,099+1.6%68,542$1.55MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+846+2.4%36,143$818.27KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+478478$10.81KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+2+0.8%248$5.61KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1+100.0%2$37.00Q2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcBuy+6,9256,925$156.57KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-6,421-3.1%199,056$4.50MQ2 2026Aug 13, 2026
Ubs Group AgBuy+2,426+3.3%74,925$1.69MQ2 2026Aug 13, 2026
Horizon Investments, LlcSell-435-50.0%435$9.80KQ2 2026Aug 13, 2026
Sykon Capital LlcBuy+217,170+212.7%319,250$7.22MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+5,0975,097$115.05KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-1,712-3.0%55,495$1.25MQ2 2026Aug 12, 2026
Wbi Investments, LlcSell-4,991-8.9%50,824$1.15MQ2 2026Aug 11, 2026
Axs Investments LlcSell-31,159-29.1%76,066$1.72MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+47,254+11.6%453,313$10.25MQ2 2026Aug 07, 2026
Silver Oak Securities, IncorporatedSell-4,562-5.4%80,596$1.82MQ2 2026Aug 07, 2026
Sigma Planning CorpBuy+442+0.9%48,172$1.09MQ2 2026Aug 07, 2026
Win Advisors, IncBuy+441,101441,101$9.97MQ2 2026Aug 04, 2026
Mcadam, LlcBuy+342,001+113.8%642,605$14.53MQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+1,951+4.9%41,591$940.37KQ2 2026Aug 03, 2026
Interactive Financial Advisors, Inc.Buy+596+4.6%13,564$306.08KQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Buy+11,83511,835$268.00Q2 2026Jul 30, 2026
Greatbanc Trust CoBuy+4,000+14.1%32,300$730.30KQ2 2026Jul 30, 2026
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Frequently asked questions about AGZD activity

  • Which institutional owners are buying AGZD?

    Institutional owners buying AGZD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AGZD activity?

    "Buy" means an investor increased their reported position in AGZD compared to the prior reporting period. This reflects growing exposure to WISDOMTREE TRUST WISDOMTREE (AGZD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AGZD increasing?

    Institutional interest in AGZD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.