How many shares of AGGY does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 123,312 shares of AGGY (WISDOMTREE TR).

What is ENVESTNET ASSET MANAGEMENT INC's AGGY position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's AGGY position is worth $5.4M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling AGGY?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their AGGY position (+3.0% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy AGGY?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in AGGY in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

AGGY
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in WISDOMTREE TR

Current Value

$5.4M

Current Shares

123,312

Total Value Change

-$11.7M

Total Shares Change

-229,613

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	123,312	+3.0%	$5.4M	0.0%	$43.31	28
2026-Q1	Increased	119,723	+91.3%	$5.2M	0.0%	$42.80	43
2025-Q4	Decreased	62,576	-12.3%	$2.8M	0.0%	$42.93	0
2025-Q3	Decreased	71,356	-89.1%	$3.2M	0.0%	$42.65	0
2025-Q2	Decreased	655,690	-1.9%	$28.6M	0.0%	$41.57	0
2025-Q1	Decreased	668,440	-39.0%	$29M	0.0%	$40.92	0
2024-Q4	Increased	1.1M	+0.9%	$47M	0.0%	$39.98	29
2024-Q3	Increased	1.1M	+11.3%	$48.5M	0.0%	$41.16	33
2024-Q2	Increased	975,091	+10.3%	$41.9M	0.0%	$39.13	32
2024-Q1	Increased	884,023	+22.5%	$38.4M	0.0%	$39.11	35
2023-Q4	Increased	721,436	+30.9%	$31.8M	0.0%	$39.26	37
2023-Q3	Increased	551,070	+39.6%	$22.9M	0.0%	$36.61	38
2023-Q2	Increased	394,837	+14.8%	$17M	0.0%	$37.63	32
2023-Q1	Increased	343,908	+14.6%	$15M	0.0%	$37.82	32
2022-Q4	Decreased	300,161	-2.8%	$12.8M	0.0%	$36.60	0
2022-Q3	Increased	308,900	+21.8%	$13M	0.0%	$35.92	34
2022-Q2	Decreased	253,634	-44.0%	$11.3M	0.0%	$37.76	0
2022-Q1	Decreased	453,346	-2.5%	$21.7M	0.0%	$40.18	0
2021-Q4	Increased	465,093	+0.6%	$24M	0.0%	$43.19	29
2021-Q3	Increased	462,357	+83.0%	$24M	0.0%	$43.16	44
2021-Q2	Increased	252,698	+7.6%	$13.2M	0.0%	$43.18	30
2021-Q1	Increased	234,762	+2.4%	$12M	0.0%	$42.13	29
2020-Q4	Decreased	229,226	-68.3%	$12.3M	0.0%	$43.94	0
2020-Q3	Increased	724,107	+18.9%	$39M	0.0%	$43.57	34
2020-Q2	Increased	608,750	+75.1%	$32.8M	0.0%	$43.34	44
2020-Q1	Decreased	347,570	-43.9%	$18M	0.0%	$41.33	0
2019-Q4	Increased	619,438	+7.2%	$32.4M	0.0%	$41.50	31
2019-Q3	Increased	577,800	+15.0%	$30.2M	0.0%	$41.21	33
2019-Q2	Increased	502,567	+22.8%	$25.8M	0.0%	$40.08	35
2019-Q1	Increased	409,267	+16.0%	$20.4M	0.0%	$38.66	33
2018-Q4	New	352,925	-	$17M	0.0%	$37.13	39

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

AGGY31 quarters

AGGY
31 quarters