Who Owns WISDOMTREE TR (AGGY)? -- Institutional Holders (2026-06-30)
87 institutions reported holding $137.1M of WISDOMTREE TR (AGGY) in SEC 13F filings for 2026-06-30. Largest institutional holders: WealthPlan Investment Management, LLC ($21.2M), Grey Ledge Advisors, LLC ($12.0M), KESTRA PRIVATE WEALTH SERVICES, LLC ($11.7M), Atria Investments, Inc ($8.7M), Broussard Financial Group LLC ($7.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WealthPlan Investment Management, LLC | $21.2M | 487,680 | Trimmed |
| 2 | Grey Ledge Advisors, LLC | $12.0M | 282,749 | Added |
| 3 | KESTRA PRIVATE WEALTH SERVICES, LLC | $11.7M | 268,095 | Added |
| 4 | Atria Investments, Inc | $8.7M | 200,155 | Trimmed |
| 5 | Broussard Financial Group LLC | $7.8M | 179,767 | Trimmed |
| 6 | RFG Advisory, LLC | $6.7M | 154,207 | Added |
| 7 | Private Advisor Group, LLC | $6.2M | 142,257 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $5.4M | 123,312 | Added |
| 9 | NBC SECURITIES, INC. | $4.9M | 113,538 | Added |
| 10 | Oxinas Partners Wealth Management LLC | $4.9M | 112,861 | Added |
| 11 | OPTIMA CAPITAL LLC | $4.5M | 103,998 | Added |
| 12 | Sharper & Granite LLC | $3.1M | 71,391 | Added |
| 13 | Kestra Advisory Services, LLC | $2.9M | 66,743 | Trimmed |
| 14 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $2.2M | 51,718 | Added |
| 15 | AE Wealth Management LLC | $2.2M | 50,703 | Added |
| 16 | Heck Capital Advisors, LLC | $2.1M | 48,109 | New |
| 17 | Golden State Wealth Management, LLC | $1.9M | 43,792 | Added |
| 18 | Trilogy Capital Inc. | $1.9M | 43,232 | Added |
| 19 | Concurrent Investment Advisors, LLC | $1.6M | 35,680 | Trimmed |
| 20 | WealthPLAN Partners, LLC | $1.3M | 30,997 | Added |
| 21 | INTEGRITY ALLIANCE, LLC. | $1.3M | 28,863 | Added |
| 22 | JAMES INVESTMENT RESEARCH, INC. | $1.2M | 28,203 | Added |
| 23 | Bison Wealth, LLC | $1.1M | 25,506 | Trimmed |
| 24 | David Kennon Inc | $1.1M | 24,427 | Trimmed |
| 25 | WIN ADVISORS, INC | $1.0M | 23,903 | Added |
Source: SEC Form 13F filings · as of 2026-06-30