WISDOMTREE TR

$AGGY
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Institutional coverage

156 13F filers hold $AGGY.

13F holders
156
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$AGGY is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.12%, with an average of 0.03% of portfolio. Largest holder: RFG Advisory, LLC at 0.12%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
RFG Advisory, LLC
0.12% NEW
α +16.2pts
02
Costello Asset Management, INC
0.00% held
α +14.3pts
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
04
Citigroup Inc.
0.00% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 156 · Source: 13F-HR
01
Taconic Capital Advisors LP
0.02% of portfolio
1,503,200 sh
02
Tower Research Capital LLC (TRC)
0.15% of portfolio
1,286,071 sh
03
Legal & General Group Plc
0.08% of portfolio
1,258,475 sh
04
Mason & Associates Inc
1.23% of portfolio
1,015,166 sh
05
Ferguson Shapiro LLC
5.85% of portfolio
686,094 sh
06
Sound Income Strategies, LLC
0.34% of portfolio
675,916 sh
07
Private Harbour Investment Management & Counsel, LLC
0.03% of portfolio
627,024 sh
08
Wulff, Hansen & Co.
0.56% of portfolio
614,332 sh
09
Savant Capital, LLC
0.15% of portfolio
597,285 sh
10
Randolph Co Inc
0.12% of portfolio
587,789 sh
See all 156 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $AGGY in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $AGGY in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:17 UTC.