AGGY institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding174
Shares held18,181,776
Reported value$790.3m
Quarter flows23 new, 74 added, 57 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/4,044,512$175.9m0.0%
LPL Financial LLC1,475,433$64.2m0.0%
MERCER GLOBAL ADVISORS INC /ADV1,334,752$58.0m0.1%
Savant Capital, LLC1,138,628$49.5m0.1%
Prime Capital Investment Advisors, LLC779,212$33.9m0.3%
Prestige Wealth Management Group LLC674,986$29.3m5.3%
UBS Group AG629,921$27.4m0.0%
HighTower Advisors, LLC571,723$24.9m0.0%
WealthPlan Investment Management, LLC487,680$21.2m1.1%
MORGAN STANLEY416,811$18.1m0.0%
RAYMOND JAMES FINANCIAL INC374,726$16.3m0.0%
FIRST FOUNDATION ADVISORS329,835$14.3m0.5%
Grey Ledge Advisors, LLC282,749$12.0m2.4%
CITIZENS FINANCIAL GROUP INC/RI271,805$11.8m0.1%
KESTRA PRIVATE WEALTH SERVICES, LLC268,095$11.7m0.1%
Smartleaf Asset Management LLC251,297$11.0m0.4%
AMERIPRISE FINANCIAL INC246,679$10.7m0.0%
FIDUCIARY FINANCIAL ADVISORS224,614$9.8m1.0%
Cetera Investment Advisers207,623$9.0m0.0%
Atria Investments, Inc200,155$8.7m0.1%
Broussard Financial Group LLC179,767$7.8m6.3%
Vestmark Advisory Solutions, Inc.158,989$6.9m0.1%
RFG Advisory, LLC154,207$6.7m0.1%
Private Advisor Group, LLC142,257$6.2m0.0%
STIFEL FINANCIAL CORP141,479$6.2m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("AGGY"). AGGY price history · All 13F data

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