Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (AGZD)

46 + 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
→ 0
Streak
1Q —
Buyers last Q
40%

Smart Money Signals — AGZD

Based on 46 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 73% of 3.0Y peak

73% of all-time peak
46 funds currently hold this stock — 73% 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.
📉

Outflows — 15% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold AGZD compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

17 buying25 selling
Last quarter: 25 funds reduced or exited vs 17 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~5 new funds per quarter

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

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 15% medium ■ 11% new
34 out of 46 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 — ~5 new funds/quarter

8 → 5 → 3 → 6 → 5 new funds/Q
New funds entering each quarter: 5 → 3 → 6 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 76% veterans vs 13% newcomers

■ 76% veterans ■ 11% 1-2yr ■ 13% new
Entry-cohort mix of 46 holders: 35 (76%) are 2+ year veterans, 5 entered 1–2 years ago, and 6 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
10 of 46 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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 Q1, 17 hedge funds were net buyers of AGZD (5 opened a new position, 12 added to an existing one), while 25 reduced or exited (20 trimmed, 5 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 36% of total institutional value in AGZD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 46.

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

-- --

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

Is It Too Late to Buy Wisdomtree Tr (AGZD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AGZD has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
AGZD
+0.5%
SPY
+14.8%

AGZD outperformed SPY by -14.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
AGZD
+0.1%
SPY
+1.0%

Since the filing became public, AGZD outperformed SPY by -0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: AGZD
46 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 46 46 -
13F Shares 3M 3M -1.27%
Total Value $57M $58M -1.47%
New Positions 5 6 -1
Increased Positions 12 17 -5
Closed Positions 5 6 -1
Reduced Positions 20 15 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AGZD

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Financial Highlights

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Institutional Holders (2026 Q1)

46 + 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:
Top 25 AGZD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AXS Investments LLC 0.98% 107,225 $2.4M
2 Sykon Capital LLC 0.77% 102,080 $2.3M
3 GreatBanc Trust CO 0.45% 28,300 $638K
4 Wbi Investments, LLC 0.35% 55,815 $1.3M
5 McAdam, LLC 0.31% 300,604 $6.8M
6 Gilpin Wealth Management, LLC 0.29% 16,460 $371K
7 Trilogy Capital Inc. 0.23% 234,103 $5.3M
8 Bucket List Wealth Management, LLC 0.23% 17,180 $386K
9 Interactive Financial Advisors, INC. 0.19% 12,968 $292K
10 Silver Oak Securities, Incorporated 0.14% 85,158 $1.9M
11 Modern Wealth Management, LLC 0.05% 126,933 $2.9M
12 Syntegra Private Wealth Group, LLC 0.04% 17,462 $394K
13 Creative Financial Designs Inc /Adv 0.03% 25,024 $564K
14 Sigma Planning Corp 0.03% 47,730 $1.1M
15 Ameritas Advisory Services, LLC 0.03% 29,506 $665K
16 PFG Investments, LLC 0.02% 19,815 $447K
17 Cherry Tree Wealth Management, LLC 0.02% 3,234 $73K
18 Front Row Advisors LLC 0.01% 1,160 $26K
19 Dogwood Wealth Management LLC 0.01% 826 $19K
20 Captrust Financial Advisors 0.01% 205,477 $4.6M
21 Equitable Holdings, Inc. 0.00% 27,186 $611K
22 Capital Investment Advisory Services, LLC 0.00% 2,300 $52K
23 LPL Financial LLC 0.00% 406,059 $9.2M
24 Private Advisor Group, LLC 0.00% 11,905 $268K
25 Kestra Advisory Services, LLC 0.00% 14,419 $325K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for AGZD?

More sellers than buyers — 40% buying: Last quarter: 25 funds reduced or exited vs 17 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AGZD holders?

Strong quality — 36% AUM from major funds: 10 of 46 holders rank in the top 100 by AUM, accounting for 36% 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?

74% of holders stayed for 2+ years: 34 out of 46 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.

Is it too late to buy Wisdomtree Tr (AGZD) following the 2026 Q1 hedge fund 13F filings?

As of today, AGZD has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.0% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), AGZD has gained +0.5% vs +14.8% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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