Back to ENVESTNET ASSET MANAGEMENT INC ENVESTNET ASSET MANAGEMENT INC

AGGYAGGY
31 quarters

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

Yes. Envestnet holds 123,312 shares of AGGY, worth $5.4M, as of its Q2 2026 13F filing. It increased the position by 3,589 shares (+3.0%) from Q1 2026. Envestnet has held AGGY in every 13F on record since Q4 2018, 31 quarterly filings.

Current Value

$5.4M

Current Shares

123,312

Total Value Change

-$11.7M

Total Shares Change

-229,613

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
123,312
+3.0%
$5.4M0.0%$42.94
28
2026-Q1
Increased
119,723
+91.3%
$5.2M0.0%$42.80
43
2025-Q4
Decreased
62,576
-12.3%
$2.8M0.0%$42.93
0
2025-Q3
Decreased
71,356
-89.1%
$3.2M0.0%$42.65
0
2025-Q2
Decreased
655,690
-1.9%
$28.6M0.0%$41.57
0
2025-Q1
Decreased
668,440
-39.0%
$29M0.0%$40.92
0
2024-Q4
Increased
1.1M
+0.9%
$47M0.0%$39.98
29
2024-Q3
Increased
1.1M
+11.3%
$48.5M0.0%$41.16
33
2024-Q2
Increased
975,091
+10.3%
$41.9M0.0%$39.13
32
2024-Q1
Increased
884,023
+22.5%
$38.4M0.0%$39.11
35
2023-Q4
Increased
721,436
+30.9%
$31.8M0.0%$39.26
37
2023-Q3
Increased
551,070
+39.6%
$22.9M0.0%$36.61
38
2023-Q2
Increased
394,837
+14.8%
$17M0.0%$37.63
32
2023-Q1
Increased
343,908
+14.6%
$15M0.0%$37.82
32
2022-Q4
Decreased
300,161
-2.8%
$12.8M0.0%$36.60
0
2022-Q3
Increased
308,900
+21.8%
$13M0.0%$35.92
34
2022-Q2
Decreased
253,634
-44.0%
$11.3M0.0%$37.76
0
2022-Q1
Decreased
453,346
-2.5%
$21.7M0.0%$40.18
0
2021-Q4
Increased
465,093
+0.6%
$24M0.0%$43.19
29
2021-Q3
Increased
462,357
+83.0%
$24M0.0%$43.16
44
2021-Q2
Increased
252,698
+7.6%
$13.2M0.0%$43.18
30
2021-Q1
Increased
234,762
+2.4%
$12M0.0%$42.13
29
2020-Q4
Decreased
229,226
-68.3%
$12.3M0.0%$43.94
0
2020-Q3
Increased
724,107
+18.9%
$39M0.0%$43.57
34
2020-Q2
Increased
608,750
+75.1%
$32.8M0.0%$43.34
44
2020-Q1
Decreased
347,570
-43.9%
$18M0.0%$41.33
0
2019-Q4
Increased
619,438
+7.2%
$32.4M0.0%$41.50
31
2019-Q3
Increased
577,800
+15.0%
$30.2M0.0%$41.21
33
2019-Q2
Increased
502,567
+22.8%
$25.8M0.0%$40.08
35
2019-Q1
Increased
409,267
+16.0%
$20.4M0.0%$38.33
33
2018-Q4
First report
352,925
-
$17M0.0%$36.81
0

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

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