Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (AGZD)

47 + Investors. Track Smart Money conviction in AGZD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — AGZD

Based on 48 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AGZD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
48 funds currently hold this stock — 76% of the 3.0-year high of 63 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AGZD is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

27 buying21 selling
Last quarter: 27 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 6 → 5 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 15% medium ■ 15% new
34 out of 48 hedge funds have held AGZD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~9 new funds/quarter

6 → 3 → 6 → 5 → 9 new funds/Q
New funds entering each quarter: 3 → 6 → 5 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 17% newcomers

■ 71% veterans ■ 12% 1-2yr ■ 17% new
Entry-cohort mix of 48 holders: 34 (71%) are 2+ year veterans, 6 entered 1–2 years ago, and 8 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
12 of 48 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AGZD

In 2026 Q2, 27 hedge funds were net buyers of AGZD (9 opened a new position, 18 added to an existing one), while 21 reduced or exited (14 trimmed, 7 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 30% of total institutional value in AGZD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 48.

Hedge Fund Ownership: AGZD

How many hedge funds hold AGZD — quarterly history vs. share price
Quarterly hedge fund ownership of AGZD vs. share price

Market Analysis: AGZD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AGZD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: AGZD
2026 Q3 Stats Unlock in 5 days 47 + Investors

Track Smart Money conviction in AGZD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 47 46 2.17%
13F Shares 4M 3M 45.93%
Total Value $83M $57M 46.53%
New Positions 9 5 +4
Increased Positions 18 12 +6
Closed Positions 8 6 +2
Reduced Positions 14 20 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AGZD

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Institutional Holders (2026 Q3)

47 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AGZD. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 AGZD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Win Advisors, Inc 3.78% 439,472 $9.9M
2 Elevation Capital Advisory, LLC 2.73% 308,938 $7.0M
3 McAdam, LLC 0.57% 667,703 $15.1M
4 Wbi Investments, LLC 0.32% 54,186 $1.2M
5 AXS Investments LLC 0.24% 110,077 $2.5M
6 Gilpin Wealth Management, LLC 0.23% 15,235 $343K
7 Interactive Financial Advisors, INC. 0.17% 11,815 $266K
8 Bucket List Wealth Management, LLC 0.13% 11,602 $262K
9 Prime Capital Investment Advisors, LLC 0.12% 537,137 $12.1M
10 Silver Oak Securities, Incorporated 0.11% 68,340 $1.5M
11 Trilogy Capital Inc. 0.09% 104,426 $2.4M
12 Sigma Planning Corp 0.04% 61,525 $1.4M
13 Creative Financial Designs Inc /Adv 0.03% 29,843 $673K
14 Syntegra Private Wealth Group, LLC 0.03% 17,462 $394K
15 Ameritas Advisory Services, LLC 0.03% 64,965 $1.5M
16 Global Retirement Partners, LLC 0.02% 57,695 $1.3M
17 Cherry Tree Wealth Management, LLC 0.01% 3,234 $73K
18 BIP Wealth, LLC 0.01% 19,105 $431K
19 TD Private Client Wealth LLC 0.01% 22,495 $507K
20 Captrust Financial Advisors 0.01% 199,407 $4.5M
21 LPL Financial LLC 0.00% 620,559 $14.0M
22 Kestra Advisory Services, LLC 0.00% 31,824 $717K
23 HighTower Advisors, LLC 0.00% 58,971 $1.3M
24 Osaic Holdings, INC. 0.00% 40,312 $910K
25 Stifel Financial Corp 0.00% 57,173 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wisdomtree Tr (AGZD)

What does the Smart Money Trend signal show for AGZD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AGZD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AGZD?

Slight buying edge — 56% buying: Last quarter: 27 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AGZD holders?

Strong quality — 30% AUM from major funds: 12 of 48 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AGZD?

71% of holders stayed for 2+ years: 34 out of 48 hedge funds have held AGZD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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