WISDOMTREE TR

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AGGY·97717X511·US·ETF

AGGY (WISDOMTREE TR) is held by 46 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($175.9M), LPL Financial LLC ($64.2M), MERCER GLOBAL ADVISORS INC /ADV ($58M). Net institutional sentiment: Mixed.

46

Holders

(7 Elite)

$520.3M

Total Value

58% (45)

Consensus

26 buying - 19 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)80

Insider (Form 4)43

Activist (13D/13G)48

Congressional (STOCK Act)69

Holder Quality

65

★★★★★

Elite

45

★★★★

Strong

73

★★★

Solid

31

★★

Below

46

★

Weak

Held by 46 funds

7 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AGGY.

Top Holders

Top Holders (46)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	4M(+69.9%)	$175.9M	0.0%	+4.61%	45
LPL Financial LLC	Decreased	1.5M(-1.9%)	$64.2M	0.0%	+0.05%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	1.3M(+6.1%)	$58M	0.1%	+1.59%	31
Savant Capital, LLC	Increased	1.1M(+93.7%)	$49.5M	0.1%	+2.56%	56
UBS Group AG	Increased	629,921(+7.7%)	$27.4M	0.0%	+4.30%	31
HighTower Advisors, LLC	Decreased	571,723(-8.8%)	$24.9M	0.0%	+5.07%	0
MORGAN STANLEY	Increased	416,811(+57.7%)	$18.1M	0.0%	+0.66%	40
RAYMOND JAMES FINANCIAL INC	Increased	374,726(+32.3%)	$16.3M	0.0%	+0.37%	36
AMERIPRISE FINANCIAL INC	Decreased	246,679(-6.8%)	$10.7M	0.0%	+1.19%	0
Cetera Investment Advisers	Decreased	207,623(-0.8%)	$9M	0.0%	-0.50%	0
Private Advisor Group, LLC	Decreased	142,257(-67.1%)	$6.2M	0.0%	+3.03%	0
STIFEL FINANCIAL CORP	Increased	141,479(+4.4%)	$6.2M	0.0%	+4.28%	28
OSAIC HOLDINGS, INC.	Increased	136,717(+65.5%)	$5.9M	0.0%	-1.50%	40
ENVESTNET ASSET MANAGEMENT INC	Increased	123,312(+3.0%)	$5.4M	0.0%	+0.86%	28
WELLS FARGO & COMPANY/MN	Increased	118,986(+2.5%)	$5.2M	0.0%	+0.97%	28
JPMORGAN CHASE & CO	Decreased	107,327(-0.4%)	$4.7M	0.0%	+2.45%	0
CAPTRUST FINANCIAL ADVISORS	Increased	82,217(+2.0%)	$3.6M	0.0%	+7.98%	27
MML INVESTORS SERVICES, LLC	Increased	80,302(+48.1%)	$3.5M	0.0%	-0.31%	36
GOLDMAN SACHS GROUP INC	New	73,837	$3.2M	0.0%	-4.31%	37
Kestra Advisory Services, LLC	Decreased	66,743(-32.6%)	$2.9M	0.0%	+0.03%	0

Showing 1-20 of 48

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AGGYWISDOMTREE TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer