WisdomTree Trust - AGGY

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$690.5M
QoQ value delta ($000)
+$31.68M (+4.81%)
Implied price effect (QoQ)
-0.48%
Shares
Total shares
15,677,694
QoQ shares delta
+790,729 (+5.31%)
Total shares held by funds (by quarter)

Market chart (AGGY)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
BANK OF AMERICA CORP /DE/ 102,583 2,328,806 0.01%
LPL Financial LLC 65,073 1,477,258 0.02%
MERCER GLOBAL ADVISORS INC /ADV 57,798 1,312,116 0.09%
CWM, LLC 54,502 1,237,268 0.15%
HighTower Advisors, LLC 31,264 709,752 0.03%
Prestige Wealth Management Group LLC 27,956 634,661 5.33%
Savant Capital, LLC 26,310 597,285 0.15%
UBS Group AG 23,809 540,509 0.0%
Private Advisor Group, LLC 18,201 413,202 0.09%
FIRST FOUNDATION ADVISORS 13,661 310,135 0.51%
AMERIPRISE FINANCIAL INC 12,516 284,132 0.0%
Atria Investments, Inc 11,530 261,767 0.13%
Grey Ledge Advisors, LLC 11,382 258,394 2.57%
RAYMOND JAMES FINANCIAL INC 11,317 256,924 0.0%
CITIZENS FINANCIAL GROUP INC/RI 10,776 244,643 0.14%
Smartleaf Asset Management LLC 10,678 241,815 0.4%
WealthPlan Investment Management, LLC 10,586 240,318 0.67%
MORGAN STANLEY 10,579 240,177 0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC 10,332 234,556 0.13%
Insight Advisors, LLC/ PA 9,023 204,837 1.37%
Broussard Financial Group LLC 7,537 171,121 6.11%
Cetera Investment Advisers 6,674 151,530 0.01%
Vestmark Advisory Solutions, Inc. 6,539 148,464 0.09%
RFG Advisory, LLC 6,457 146,594 0.12%
STIFEL FINANCIAL CORP 6,019 136,654 0.01%