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AGGYAGGY
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in WISDOMTREE TR

Yes. LPL Financial holds 1,475,433 shares of AGGY, worth $64.2M, as of its Q2 2026 13F filing. It reduced the position by 27,767 shares (-1.9%) from Q1 2026. LPL Financial has held AGGY in every 13F on record since Q4 2018, 31 quarterly filings.

Current Value

$64.2M

Current Shares

1.5M

Total Value Change

+$63.7M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.5M
-1.9%
$64.2M0.0%$42.76
0
2026-Q1
Increased
1.5M
+1.8%
$65.3M0.0%$42.26
30
2025-Q4
Increased
1.5M
+17.6%
$65.1M0.0%$42.38
34
2025-Q3
Increased
1.3M
+2.6%
$55.6M0.0%$42.11
30
2025-Q2
Decreased
1.2M
-0.9%
$53.4M0.0%$41.04
0
2025-Q1
Decreased
1.2M
-5.4%
$53.7M0.0%$40.40
0
2024-Q4
Increased
1.3M
+12.4%
$56.1M0.0%$39.47
33
2024-Q3
Decreased
1.2M
-4.5%
$52M0.0%$40.64
0
2024-Q2
Decreased
1.2M
-0.4%
$52.3M0.0%$38.63
0
2024-Q1
Decreased
1.2M
-14.8%
$53.1M0.0%$38.62
0
2023-Q4
Increased
1.4M
+6.8%
$63.2M0.0%$38.76
32
2023-Q3
Decreased
1.3M
-10.1%
$55.8M0.0%$36.14
0
2023-Q2
Decreased
1.5M
-17.7%
$64.5M0.0%$37.15
0
2023-Q1
Increased
1.8M
+1.0%
$79.5M0.1%$37.33
30
2022-Q4
Increased
1.8M
+11.5%
$76.8M0.1%$36.13
33
2022-Q3
Increased
1.6M
+3.9%
$68.1M0.1%$35.46
31
2022-Q2
Decreased
1.6M
-1.5%
$69.4M0.1%$37.27
0
2022-Q1
Increased
1.6M
+13.9%
$75.5M0.1%$39.66
34
2021-Q4
Increased
1.4M
+0.7%
$71.5M0.1%$42.63
30
2021-Q3
Increased
1.4M
+6.7%
$71.4M0.1%$42.61
32
2021-Q2
Decreased
1.3M
-1.8%
$67.3M0.1%$42.63
0
2021-Q1
Increased
1.3M
+3.1%
$67.2M0.1%$41.59
30
2020-Q4
Increased
1.3M
+16.5%
$68.3M0.1%$43.38
34
2020-Q3
Increased
1.1M
+53.6%
$58.8M0.1%$43.02
41
2020-Q2
Increased
710,904
+48.2%
$38.3M0.1%$42.79
40
2020-Q1
Increased
479,775
+41.0%
$24.8M0.1%$40.80
38
2019-Q4
Increased
340,354
+11.9%
$17.8M0.0%$40.97
32
2019-Q3
Increased
304,031
+2.4%
$15.9M0.0%$40.69
29
2019-Q2
Increased
297,025
+1717.3%
$15.2M0.0%$39.57
45
2019-Q1
Increased
16,344
+71.2%
$814,0000.0%$38.17
37
2018-Q4
First report
9,549
-
$460,0000.0%$36.66
0

Other major holders of AGGY: BANK OF AMERICA CORP /DE/

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