# WISDOMTREE TR (AGGY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AGGY/

- Reporting holders: 5
- Reported value: $1.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $502.0K | 12,191 | 0.0% | 7 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $302.0K | 7,333 | 0.1% | 10 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $262.1K | 6,365 | 0.0% | 19 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $250.8K | 6,091 | 0.1% | 11 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $3.6K | 88 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $1.3M |
| Q2 2026 | 174 | $856.6M |
| Q1 2026 | 164 | $758.9M |
| Q4 2025 | 168 | $692.4M |
| Q3 2025 | 161 | $673.1M |
| Q2 2025 | 164 | $697.6M |
| Q1 2025 | 170 | $781.3M |
| Q4 2024 | 162 | $853.6M |
| Q3 2024 | 153 | $900.8M |
| Q2 2024 | 152 | $802.8M |
| Q1 2024 | 154 | $910.5M |
| Q4 2023 | 156 | $835.3M |