WISDOMTREE TR (AGGY) is held by 43 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BANK OF AMERICA CORP /DE/ as of Q1 2026.

Are institutions buying or selling AGGY?

In Q1 2026, 30 institutions opened or increased positions in WISDOMTREE TR while 16 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on AGGY?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

How many hedge funds hold AGGY?

43 institutional investors report holding WISDOMTREE TR (AGGY) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into AGGY?

As of Q1 2026, tracked institutions in WISDOMTREE TR show 30 buyers versus 16 sellers — net inflows.

WISDOMTREE TR

AGGY·97717X511·US·ETF·Unknown - Unknown

Holders

(9 Elite)

$428.3M

Total Value

65% (46)

Consensus

30 buying - 16 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 43 funds

9 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	2.4M(+2.2%)	$103.4M	0.0%	+4.86%	31
LPL Financial LLC	Increased	1.5M(+1.8%)	$65.3M	0.0%	+1.81%	30
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	1.3M(-4.1%)	$54.7M	0.1%	+3.87%	0
HighTower Advisors, LLC	Decreased	627,024(-11.7%)	$27.2M	0.0%	+7.03%	0
Savant Capital, LLC	Decreased	587,789(-1.6%)	$25.5M	0.1%	+12.16%	0
UBS Group AG	Increased	584,935(+8.2%)	$25.4M	0.0%	+6.94%	31
Private Advisor Group, LLC	Increased	431,859(+4.5%)	$18.8M	0.1%	+4.35%	30
RAYMOND JAMES FINANCIAL INC	Increased	283,335(+10.3%)	$12.3M	0.0%	+3.73%	31
AMERIPRISE FINANCIAL INC	Decreased	264,791(-6.8%)	$11.5M	0.0%	+3.05%	0
MORGAN STANLEY	Increased	264,328(+10.1%)	$11.5M	0.0%	+5.54%	31
Cetera Investment Advisers	Increased	209,397(+38.2%)	$9.1M	0.0%	+0.94%	36
STIFEL FINANCIAL CORP	Decreased	135,553(-0.8%)	$5.9M	0.0%	+6.58%	0
Mariner, LLC	Decreased	129,028(-1.0%)	$5.6M	0.0%	-1.93%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	119,723(+91.3%)	$5.2M	0.0%	+2.22%	43
WELLS FARGO & COMPANY/MN	Decreased	116,039(-7.5%)	$5M	0.0%	+4.47%	0
MFMerit Financial Group, LLC	Decreased	108,032(-18.3%)	$4.7M	0.0%	-1.93%	0
JPMORGAN CHASE & CO	Increased	107,764(+1.3%)	$4.7M	0.0%	+5.20%	27
Kestra Advisory Services, LLC	Increased	98,998(+53.5%)	$4.3M	0.0%	+1.49%	38
OSAIC HOLDINGS, INC.	Increased	82,619(+4.0%)	$3.6M	0.0%	+2.02%	28
CAPTRUST FINANCIAL ADVISORS	Increased	80,567(+1.8%)	$3.5M	0.0%	+10.45%	27