§ EQUITY
USDAGZD
WISDOMTREE TRUST WISDOMTREE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
25 increased/new, 15 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 406K | 0.0% | +4% |
| McAdam, LLC | 301K | 0.3% | +6% |
| Bank of America Corp | 248K | 0.0% | +27% |
| Trilogy Capital Inc. | 234K | 0.2% | +65% |
| CAPTRUST FINANCIAL ADVISORS | 205K | 0.0% | +6% |
| Modern Wealth Management, LLC | 127K | 0.0% | −16% |
◇ AC INTELLIGENCE
Top institutional owners for AGZD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER82.4% · 38 holders
DEALER / BANK15.6% · 7 holders
TACTICAL / MACRO2.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AGZD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AGZD yet.