AGZD

Wisdomtree Trust Wisdomtree$22.76 0.45%
UnclassifiedUSCUSIP 97717W380· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
30
+0 QoQ
13F Value (tracked)
$42.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)6 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$22.76 0.45%5Y -3.2%
$21.55$22.08$22.62$23.15$23.69202120222023202420252026424572645546576557375311285668366656464
Hover for who · click for detailEnd-of-day closing prices52w $22.21 – $22.76
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Use AGZD data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns AGZD

This stock page is the Follow view. The Build view lets your agent query AGZD owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AGZD"
Ask your agent
Use Arkolith to show who owns AGZD,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

30 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$9.2M
406K
+3.7%
Added · +14K sh
Q1 2026
2McAdam, LLC
$6.8M
301K
+5.7%
Added · +16K sh
Q1 2026
3BANK OF AMERICA CORP /DE/
$5.6M
248K
+27%
Added · +52K sh
Q1 2026
4Trilogy Capital Inc.
$5.3M
234K
+65%
Added · +92K sh
Q1 2026
5Modern Wealth Management, LLC
$2.9M
127K
−16%
Reduced · −25K sh
Q1 2026
6UBS Group AG
$1.6M
72K
+73%
Added · +31K sh
Q1 2026
7ROYAL BANK OF CANADA
$1.5M
67K
−0.9%
Reduced · −623 sh
Q1 2026
8STIFEL FINANCIAL CORP
$1.3M
57K
−12%
Reduced · −7K sh
Q1 2026
9CITADEL ADVISORS LLC
$1.2M
52K
+369%
Added · +41K sh
Q1 2026
10Sigma Planning Corp
$1.1M
48K
−36%
Reduced · −26K sh
Q1 2026
11ENVESTNET ASSET MANAGEMENT INC
$894K
40K
−86%
Reduced · −236K sh
Q1 2026
12OSAIC HOLDINGS, INC.
$797K
35K
−4.2%
Reduced · −2K sh
Q1 2026
13Ameritas Advisory Services, LLC
$665K
30K
+69%
Added · +12K sh
Q1 2026
14Equitable Holdings, Inc.
$611K
27K
−4.7%
Reduced · −1K sh
Q1 2026
15CREATIVE FINANCIAL DESIGNS INC /ADV
$564K
25K
−3.6%
Reduced · −947 sh
Q1 2026
16JANE STREET GROUP, LLC
$504K
22K
New
+22K sh
Q1 2026
17PFG Investments, LLC
$447K
20K
+0.5%
Added · +95 sh
Q1 2026
18COMMONWEALTH EQUITY SERVICES, LLC
$350K
16K
−55%
Reduced · −19K sh
Q1 2026
19Kestra Advisory Services, LLC
$325K
14K
+79%
Added · +6K sh
Q1 2026
20Private Advisor Group, LLC
$268K
12K
−19%
Reduced · −3K sh
Q1 2026
21HighTower Advisors, LLC
$207K
9K
−7.1%
Reduced · −697 sh
Q1 2026
22JPMORGAN CHASE & CO
$115K
5K
−17%
Reduced · −1K sh
Q1 2026
23Rockefeller Capital Management L.P.
$46K
2K
New
+2K sh
Q1 2026
24Front Row Advisors LLC
$26K
1K
Held
Q1 2026
25NATIONAL BANK OF CANADA /FI/
$21K
928
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
6
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

30 funds+1 since Q2 2022
01836Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $42.2M

Funds that own AGZD also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA12 funds$4.9B
ISHARES CORE S&P 500 ETFIVV12 funds$4.1B
APPLE INCAAPL12 funds$3.6B
AMAZON.COM INCAMZN12 funds$2.7B
MICROSOFT CORPMSFT12 funds$2.1B
MICRON TECHNOLOGY INCMU12 funds$1.7B
INVESCO QQQ TRUST SERIES 1QQQ12 funds$1.6B
TAIWAN SEMICONDUCTOR-SP ADRTSM12 funds$1.5B
BROADCOM INCAVGO12 funds$1.5B
META PLATFORMS INC-CLASS AMETA12 funds$1.4B
ALPHABET INC-CL AGOOGL12 funds$1.4B
SS SPDR S&P 500 ETF TRUST-USSPY12 funds$1.4B

Ranked by how many of AGZD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AGZD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.