WisdomTree Trust - AGGY

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$846M
QoQ value delta ($000)
+$103.4M (+13.92%)
Implied price effect (QoQ)
+0.05%
Shares
Total shares
19,465,570
QoQ shares delta
+2,370,502 (+13.87%)
Total shares held by funds (by quarter)

Market chart (AGGY)

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 174 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%
CWM, LLC 55,879 1,286,071 0.15%
Savant Capital, LLC 49,489 1,138,628 0.15%
Prime Capital Investment Advisors, LLC 33,880 779,212 0.33%
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 21,204 487,680 1.05%
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%
CITIZENS FINANCIAL GROUP INC/RI 11,818 271,805 0.14%
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 8,702 200,155 0.09%
Broussard Financial Group LLC 7,816 179,767 6.26%
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%