Who Owns WISDOMTREE TR (AGGY)? -- Institutional Holders (2026-06-30)

188 institutions reported holding $790.2M of WISDOMTREE TR (AGGY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($175.9M), LPL Financial LLC ($64.2M), MERCER GLOBAL ADVISORS INC /ADV ($58.0M), Savant Capital, LLC ($49.5M), Prime Capital Investment Advisors, LLC ($33.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$175.9M4.0MAdded
2LPL Financial LLC$64.2M1.5MTrimmed
3MERCER GLOBAL ADVISORS INC /ADV$58.0M1.3MAdded
4Savant Capital, LLC$49.5M1.1MAdded
5Prime Capital Investment Advisors, LLC$33.9M779,212Added
6Prestige Wealth Management Group LLC$29.3M674,986Trimmed
7UBS Group AG$27.4M629,921Added
8HighTower Advisors, LLC$24.9M571,723Trimmed
9WealthPlan Investment Management, LLC$21.2M487,680Trimmed
10MORGAN STANLEY$18.1M416,811Added
11RAYMOND JAMES FINANCIAL INC$16.3M374,726Added
12FIRST FOUNDATION ADVISORS$14.3M329,835Added
13Grey Ledge Advisors, LLC$12.0M282,749Added
14CITIZENS FINANCIAL GROUP INC/RI$11.8M271,805Added
15KESTRA PRIVATE WEALTH SERVICES, LLC$11.7M268,095Added
16Smartleaf Asset Management LLC$11.0M251,297Hold
17AMERIPRISE FINANCIAL INC$10.7M246,679Trimmed
18ACTION POINT FINANCIAL PLANNING, LLC$9.8M224,614New
19Cetera Investment Advisers$9.0M207,623Trimmed
20Atria Investments, Inc$8.7M200,155Trimmed
21Broussard Financial Group LLC$7.8M179,767Trimmed
22Vestmark Advisory Solutions, Inc.$6.9M158,989Hold
23RFG Advisory, LLC$6.7M154,207Added
24Private Advisor Group, LLC$6.2M142,257Trimmed
25STIFEL FINANCIAL CORP$6.2M141,479Added

Source: SEC Form 13F filings · as of 2026-06-30