WISDOMTREE TR (AGGY) is held by 46 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BANK OF AMERICA CORP /DE/ as of Q2 2026.

Are institutions buying or selling AGGY?

In Q2 2026, 26 institutions opened or increased positions in WISDOMTREE TR while 19 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on AGGY?

HoldingsIntel scores WISDOMTREE TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for AGGY. In Q2 2026, the institutional leg showed net inflows: 26 buying versus 19 selling.

How many hedge funds hold AGGY?

46 institutional investors report holding WISDOMTREE TR (AGGY) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into AGGY?

As of Q2 2026, tracked institutions in WISDOMTREE TR show 26 buyers versus 19 sellers — net inflows.

WISDOMTREE TR

AGGY·97717X511·US·ETF

Holders

(7 Elite)

$520.3M

Total Value

60% (45)

Consensus

26 buying - 19 selling

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

Smart Money Verdict

View all

Held by 46 funds

7 elite

Who's Trading

Source dates: Price Oct 2, 2026 · Insiders none · Activists none · Congress none

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

Checking access…

	Action
BANK OF AMERICA CORP /DE/	Increased	4M(+69.9%)	$175.9M	0.0%	-0.77%	45
LPL Financial LLC	Decreased	1.5M(-1.9%)	$64.2M	0.0%	-0.60%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	1.3M(+6.1%)	$58M	0.1%	+0.93%	31
Savant Capital, LLC	Increased	1.1M(+93.7%)	$49.5M	0.1%	+1.89%	56
UBS Group AG	Increased	629,921(+7.7%)	$27.4M	0.0%	+3.62%	31
HighTower Advisors, LLC	Decreased	571,723(-8.8%)	$24.9M	0.0%	+4.39%	0
MORGAN STANLEY	Increased	416,811(+57.7%)	$18.1M	0.0%	0.00%	40
RAYMOND JAMES FINANCIAL INC	Increased	374,726(+32.3%)	$16.3M	0.0%	-0.29%	36
AMERIPRISE FINANCIAL INC	Decreased	246,679(-6.8%)	$10.7M	0.0%	+0.53%	0
Cetera Investment Advisers	Decreased	207,623(-0.8%)	$9M	0.0%	-1.15%	0
Private Advisor Group, LLC	Decreased	142,257(-67.1%)	$6.2M	0.0%	+2.36%	0
STIFEL FINANCIAL CORP	Increased	141,479(+4.4%)	$6.2M	0.0%	+3.60%	28
OSAIC HOLDINGS, INC.	Increased	136,717(+65.5%)	$5.9M	0.0%	-2.14%	40
ENVESTNET ASSET MANAGEMENT INC	Increased	123,312(+3.0%)	$5.4M	0.0%	+0.20%	28
WELLS FARGO & COMPANY/MN	Increased	118,986(+2.5%)	$5.2M	0.0%	+1.70%	28
JPMORGAN CHASE & CO	Decreased	107,327(-0.4%)	$4.7M	0.0%	+0.88%	0
CAPTRUST FINANCIAL ADVISORS	Increased	82,217(+2.0%)	$3.6M	0.0%	+7.28%	27
MML INVESTORS SERVICES, LLC	Increased	80,302(+48.1%)	$3.5M	0.0%	-0.96%	36
GOLDMAN SACHS GROUP INC	New	73,837	$3.2M	0.0%	-4.94%	37
Kestra Advisory Services, LLC	Decreased	66,743(-32.6%)	$2.9M	0.0%	-0.62%	0

Showing 1-20 of 48

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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

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