WisdomTree Trust - AGGY

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$749.8M
QoQ value delta ($000)
-$40.31M (-5.1%)
Implied price effect (QoQ)
-0.56%
Shares
Total shares
17,349,680
QoQ shares delta
-829,819 (-4.56%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 47 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/ 175,855 4,044,512 0.01%
LPL Financial LLC 64,151 1,475,433 0.01%
MERCER GLOBAL ADVISORS INC /ADV 58,035 1,334,752 0.07%
Savant Capital, LLC 49,489 1,138,628 0.15%
Prestige Wealth Management Group LLC 29,348 674,986 5.33%
UBS Group AG 27,388 629,921 0.0%
HighTower Advisors, LLC 24,858 571,723 0.02%
WealthPlan Investment Management, LLC 22,114 537,009 1.07%
MORGAN STANLEY 18,122 416,811 0.0%
RAYMOND JAMES FINANCIAL INC 16,293 374,726 0.0%
FIRST FOUNDATION ADVISORS 14,341 329,835 0.52%
Grey Ledge Advisors, LLC 12,048 282,749 2.42%
KESTRA PRIVATE WEALTH SERVICES, LLC 11,656 268,095 0.13%
Smartleaf Asset Management LLC 10,977 251,297 0.36%
AMERIPRISE FINANCIAL INC 10,725 246,679 0.0%
FIDUCIARY FINANCIAL ADVISORS 9,765 224,614 0.99%
Cetera Investment Advisers 9,027 207,623 0.01%
Atria Investments, Inc 8,602 208,892 0.08%
Broussard Financial Group LLC 8,295 201,451 6.13%
BEACON FINANCIAL GROUP 7,355 178,621 0.66%
Vestmark Advisory Solutions, Inc. 6,912 158,989 0.06%
RFG Advisory, LLC 6,704 154,207 0.1%
Private Advisor Group, LLC 6,185 142,257 0.03%
STIFEL FINANCIAL CORP 6,151 141,479 0.01%
OSAIC HOLDINGS, INC. 5,944 136,717 0.01%