WisdomTree Trust - AGGY

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$739.3M
QoQ value delta ($000)
+$48.73M (+7.06%)
Implied price effect (QoQ)
-1.36%
Shares
Total shares
17,016,260
QoQ shares delta
+1,338,566 (+8.54%)
Total shares held by funds (by quarter)

Market chart (AGGY)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 162 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
BANK OF AMERICA CORP /DE/ 103,443 2,380,754 0.01%
LPL Financial LLC 65,314 1,503,200 0.02%
CWM, LLC 55,879 1,286,071 0.15%
MERCER GLOBAL ADVISORS INC /ADV 54,680 1,258,475 0.08%
Prestige Wealth Management Group LLC 29,810 686,094 5.85%
Prime Capital Investment Advisors, LLC 29,368 675,916 0.34%
HighTower Advisors, LLC 27,243 627,024 0.03%
Savant Capital, LLC 25,539 587,789 0.12%
UBS Group AG 25,415 584,935 0.0%
WealthPlan Investment Management, LLC 22,056 507,625 1.23%
Private Advisor Group, LLC 18,764 431,859 0.09%
FIRST FOUNDATION ADVISORS 13,930 320,599 0.56%
RAYMOND JAMES FINANCIAL INC 12,310 283,335 0.0%
CITIZENS FINANCIAL GROUP INC/RI 11,619 267,413 0.16%
AMERIPRISE FINANCIAL INC 11,514 264,791 0.0%
Grey Ledge Advisors, LLC 11,507 264,850 2.6%
MORGAN STANLEY 11,485 264,328 0.0%
Atria Investments, Inc 11,448 263,486 0.13%
KESTRA PRIVATE WEALTH SERVICES, LLC 11,211 258,041 0.14%
Smartleaf Asset Management LLC 10,881 251,297 0.39%
Cetera Investment Advisers 9,098 209,397 0.01%
Broussard Financial Group LLC 7,978 183,633 6.38%
Vestmark Advisory Solutions, Inc. 6,908 158,989 0.08%
RFG Advisory, LLC 6,591 151,712 0.12%
STIFEL FINANCIAL CORP 5,889 135,553 0.01%