DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (AGGY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
174
Reporting holders
$790.2M
Reported value
0.0%
Calls
0.0%
Puts
+10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $175.9M | 4,044,512 | 0.01% | 31q | +69.9%+$72.3M |
| LPL Financial LLC | $64.2M | 1,475,433 | 0.01% | 31q | -1.8%-$1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $58.0M | 1,334,752 | 0.07% | 24q | +6.1%+$3.3M |
| Savant Capital, LLC | $49.5M | 1,138,628 | 0.15% | 26q | +93.7%+$23.9M |
| Prime Capital Investment Advisors, LLC | $33.9M | 779,212 | 0.33% | 2q | +15.3%+$4.5M |
| Prestige Wealth Management Group LLC | $29.3M | 674,986 | 5.33% | 26q | -1.6%-$483.0K |
| UBS Group AG | $27.4M | 629,921 | 0.00% | 31q | +7.7%+$2.0M |
| HighTower Advisors, LLC | $24.9M | 571,723 | 0.02% | 10q | -8.8%-$2.4M |
| WealthPlan Investment Management, LLC | $21.2M | 487,680 | 1.05% | 8q | -3.9%-$867.2K |
| MORGAN STANLEY | $18.1M | 416,811 | 0.00% | 35q | +57.7%+$6.6M |
| RAYMOND JAMES FINANCIAL INC | $16.3M | 374,726 | 0.00% | 7q | +32.3%+$4.0M |
| FIRST FOUNDATION ADVISORS | $14.3M | 329,835 | 0.52% | 25q | +2.9%+$401.6K |
| Grey Ledge Advisors, LLC | $12.0M | 282,749 | 2.42% | 11q | +6.8%+$762.7K |
| CITIZENS FINANCIAL GROUP INC/RI | $11.8M | 271,805 | 0.14% | 5q | +1.6%+$191.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $11.7M | 268,095 | 0.13% | 11q | +3.9%+$437.1K |
| Smartleaf Asset Management LLC | $11.0M | 251,297 | 0.36% | 11q | HELD |
| AMERIPRISE FINANCIAL INC | $10.7M | 246,679 | 0.00% | 9q | -6.8%-$787.5K |
| FIDUCIARY FINANCIAL ADVISORS | $9.8M | 224,614 | 0.99% | new | NEW |
| Cetera Investment Advisers | $9.0M | 207,623 | 0.01% | 23q | -0.8%-$77.1K |
| Atria Investments, Inc | $8.7M | 200,155 | 0.09% | 14q | -24.0%-$2.8M |
| Broussard Financial Group LLC | $7.8M | 179,767 | 6.26% | 3q | -2.1%-$168.1K |
| Vestmark Advisory Solutions, Inc. | $6.9M | 158,989 | 0.06% | 6q | HELD |
| RFG Advisory, LLC | $6.7M | 154,207 | 0.10% | 31q | +1.6%+$108.5K |
| Private Advisor Group, LLC | $6.2M | 142,257 | 0.03% | 26q | -67.1%-$12.6M |
| STIFEL FINANCIAL CORP | $6.2M | 141,479 | 0.01% | 13q | +4.4%+$257.7K |
| OSAIC HOLDINGS, INC. | $5.9M | 136,717 | 0.01% | 26q | +65.5%+$2.4M |
| ENVESTNET ASSET MANAGEMENT INC | $5.4M | 123,312 | 0.00% | 31q | +3.0%+$156.0K |
| WELLS FARGO & COMPANY/MN | $5.2M | 118,986 | 0.00% | 31q | +2.5%+$128.1K |
| LANARK FINANCIAL, INC. | $4.9M | 113,538 | 0.33% | 12q | +6.3%+$293.5K |
| Oxinas Partners, LLC | $4.9M | 112,861 | 1.93% | 13q | +1.5%+$72.6K |
| JPMORGAN CHASE & CO | $4.7M | 107,327 | 0.00% | 13q | HELD |
| OPTIMA CAPITAL LLC | $4.5M | 103,998 | 1.78% | 3q | +2.7%+$117.7K |
| CAPTRUST FINANCIAL ADVISORS | $3.6M | 82,217 | 0.01% | 13q | +2.0%+$71.7K |
| MML INVESTORS SERVICES, LLC | $3.5M | 80,302 | 0.01% | 28q | +48.1%+$1.1M |
| Freedom Investment Management, Inc. | $3.2M | 74,496 | 0.90% | 11q | +0.9%+$28.5K |
| GOLDMAN SACHS GROUP INC | $3.2M | 73,837 | 0.00% | new | NEW |
| Sharper & Granite LLC | $3.1M | 71,391 | 0.96% | 15q | +5.7%+$166.1K |
| WealthPoint Financial, LLC | $2.9M | 67,808 | 2.15% | 3q | HELD |
| Kestra Advisory Services, LLC | $2.9M | 66,743 | 0.01% | 24q | -32.6%-$1.4M |
| Mariner, LLC | $2.9M | 65,630 | 0.00% | 3q | -49.1%-$2.8M |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $2.8M | 63,927 | 1.26% | 11q | HELD |
| Main Street Financial Solutions, LLC | $2.7M | 62,597 | 0.17% | 2q | -13.3%-$417.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.6M | 59,220 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $2.5M | 57,002 | 0.03% | 21q | +2.0%+$49.5K |
| Sanctuary Advisors, LLC | $2.4M | 55,158 | 0.01% | 9q | +63.2%+$928.7K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $2.2M | 51,718 | 0.03% | 12q | +0.5%+$12.1K |
| AE Wealth Management LLC | $2.2M | 50,703 | 0.01% | 29q | +8.0%+$163.9K |
| Heck Capital Advisors, LLC | $2.1M | 48,109 | 0.12% | new | NEW |
| Golden State Wealth Management, LLC | $1.9M | 43,792 | 0.17% | 11q | +5.3%+$96.1K |
| Trilogy Capital Inc. | $1.9M | 43,232 | 0.07% | 26q | +2.8%+$50.5K |
| JT Stratford LLC | $1.9M | 42,730 | 0.20% | 13q | +12.4%+$205.4K |
| Betterment LLC | $1.6M | 35,708 | 0.00% | 19q | +5.5%+$80.8K |
| Concurrent Investment Advisors, LLC | $1.6M | 35,680 | 0.01% | 6q | -25.2%-$522.7K |
| W.H. Cornerstone Investments Inc. | $1.3M | 31,017 | 0.76% | new | NEW |
| WealthPLAN Partners, LLC | $1.3M | 30,997 | 0.26% | 3q | +68.9%+$549.9K |
| Waverly Advisors, LLC | $1.3M | 29,466 | 0.01% | 10q | +48.2%+$416.9K |
| Corient Private Wealth LP | $1.3M | 29,137 | 0.00% | new | NEW |
| INTEGRITY ALLIANCE, LLC. | $1.3M | 28,863 | 0.04% | 7q | +13.6%+$149.9K |
| JAMES INVESTMENT RESEARCH, INC. | $1.2M | 28,203 | 0.12% | 10q | +21.7%+$218.6K |
| Bank of New York Mellon Corp | $1.2M | 28,195 | 0.00% | 8q | +49.7%+$406.8K |
| SEGALL BRYANT & HAMILL, LLC | $1.2M | 27,661 | 0.01% | 8q | -3.7%-$46.4K |
| Empirical Asset Management, LLC | $1.2M | 26,589 | 0.26% | 7q | +5.9%+$64.5K |
| Bison Wealth, LLC | $1.1M | 25,506 | 0.10% | 3q | -9.0%-$109.2K |
| JONES FINANCIAL COMPANIES LLLP | $1.1M | 25,018 | 0.00% | 9q | +12.1%+$118.0K |
| David Kennon Inc | $1.1M | 24,427 | 0.35% | 16q | -4.6%-$51.6K |
| WIN ADVISORS, INC | $1.0M | 23,903 | 0.37% | 2q | +2.6%+$26.0K |
| Winch Advisory Services, LLC | $980.1K | 22,542 | 0.20% | 29q | +11.8%+$103.5K |
| Symphony Financial, Ltd. Co. | $941.7K | 21,555 | 0.10% | 5q | -17.7%-$202.7K |
| Gateway Wealth Partners, LLC | $915.7K | 21,061 | 0.05% | 13q | -51.7%-$979.0K |
| WEBSTER BANK, N. A. | $896.9K | 20,628 | 0.08% | 7q | HELD |
| Goldstone Financial Group, LLC | $865.3K | 19,900 | 0.08% | 14q | +1.4%+$12.1K |
| HOWARD BAILEY SECURITIES, LLC | $851.6K | 19,587 | 0.32% | 8q | -15.9%-$160.6K |
| PARK AVENUE SECURITIES LLC | $806.0K | 18,534 | 0.01% | 12q | +8.2%+$61.0K |
| Diversify Advisory Services, LLC | $785.8K | 18,326 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $785.8K | 18,326 | 0.01% | 2q | HELD |
| Insight Advisors, LLC/ PA | $762.5K | 17,536 | 0.13% | 23q | -25.4%-$259.7K |
| JANE STREET GROUP, LLC | $748.9K | 17,225 | 0.00% | 2q | -74.7%-$2.2M |
| Creative Planning | $740.2K | 17,025 | 0.00% | 20q | -0.5%-$4.0K |
| Trinity Wealth Management, LLC | $719.7K | 16,552 | 0.23% | 14q | -7.2%-$55.4K |
| BEACON FINANCIAL GROUP | $686.3K | 15,784 | 0.06% | 11q | +6.1%+$39.4K |
| Summit Financial, LLC | $666.5K | 15,329 | 0.01% | 4q | -5.6%-$39.3K |
| CITADEL ADVISORS LLC | $661.7K | 15,219 | 0.00% | 8q | -78.2%-$2.4M |
| Ashton Thomas Private Wealth, LLC | $640.3K | 14,727 | 0.01% | 7q | -3.0%-$19.5K |
| Pinnacle Financial Group, LLC / IL | $622.5K | 14,317 | 0.15% | 17q | +1.9%+$11.6K |
| Farther Finance Advisors, LLC | $605.5K | 13,926 | 0.00% | 6q | +40.5%+$174.6K |
| Barnes Wealth Management Group, Inc | $603.4K | 13,878 | 0.28% | 7q | -30.5%-$264.7K |
| Global Retirement Partners, LLC | $601.6K | 13,836 | 0.01% | 16q | HELD |
| McNamara Financial Services, Inc. | $566.2K | 13,021 | 0.10% | 26q | -1.1%-$6.0K |
| NewSquare Capital LLC | $562.8K | 12,945 | 0.04% | 25q | +1.5%+$8.5K |
| Capstone Financial Advisors, Inc. | $562.0K | 12,925 | 0.03% | 11q | +1.1%+$6.2K |
| EJMK Ventures LLC | $547.5K | 12,592 | 0.25% | 3q | -29.7%-$231.2K |
| Wealthcare Advisory Partners LLC | $546.6K | 12,572 | 0.01% | 6q | HELD |
| Worth Asset Management, LLC | $531.8K | 12,231 | 0.17% | 9q | HELD |
| Gallagher Fiduciary Advisors, LLC | $518.0K | 11,914 | 0.02% | 4q | +16.1%+$71.8K |
| Beacon Financial Advisory LLC | $514.4K | 11,831 | 0.10% | 9q | -4.3%-$23.1K |
| TWIN CAPITAL MANAGEMENT INC | $501.6K | 11,536 | 0.05% | new | NEW |
| Hopwood Nicholas Hunter | $489.6K | 11,259 | 0.13% | 3q | +11.4%+$50.2K |
| Integrated Wealth Concepts LLC | $482.2K | 11,090 | 0.00% | 2q | HELD |
| Arkadios Wealth Advisors | $479.8K | 11,034 | 0.01% | 5q | +3.7%+$17.0K |
| Lionshead Wealth Management, LLC | $467.5K | 10,753 | 0.30% | 7q | -0.8%-$3.6K |
Showing the largest 100 of 174 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 52 | $84.2M | 2,044,888 | 3 | 18 | 22 | 0.0% |
| Q2 2026 | 174 | $790.2M | 18,179,499 | 21 | 67 | 54 | 0.0% |
| Q1 2026 | 164 | $742.7M | 17,095,059 | 15 | 84 | 40 | 0.0% |
| Q4 2025 | 169 | $692.8M | 15,726,668 | 16 | 66 | 46 | 0.0% |
| Q3 2025 | 160 | $673.0M | 15,203,995 | 17 | 68 | 50 | 0.0% |
| Q2 2025 | 163 | $697.6M | 15,977,806 | 9 | 58 | 67 | 0.1% |
| Q1 2025 | 170 | $781.3M | 17,977,917 | 22 | 55 | 67 | 0.1% |
| Q4 2024 | 162 | $853.6M | 19,877,788 | 13 | 73 | 39 | 0.1% |
| Q3 2024 | 152 | $900.7M | 20,139,202 | 20 | 65 | 37 | 0.0% |
| Q2 2024 | 151 | $802.7M | 18,682,238 | 14 | 60 | 50 | 0.0% |
| Q1 2024 | 155 | $912.0M | 21,017,803 | 17 | 62 | 53 | 0.0% |
| Q4 2023 | 156 | $835.3M | 19,038,658 | 16 | 52 | 51 | 0.0% |
| Q3 2023 | 151 | $764.0M | 18,401,469 | 15 | 56 | 48 | 0.0% |
| Q2 2023 | 146 | $657.5M | 15,253,149 | 24 | 48 | 46 | 0.0% |
| Q1 2023 | 132 | $735.2M | 16,827,472 | 17 | 45 | 56 | 0.0% |
| Q4 2022 | 145 | $656.5M | 15,548,935 | 24 | 44 | 59 | 0.0% |
| Q3 2022 | 136 | $946.2M | 22,396,667 | 6 | 48 | 53 | 0.0% |
| Q2 2022 | 158 | $1.1B | 23,604,011 | 22 | 42 | 63 | 0.0% |
| Q1 2022 | 173 | $1.2B | 25,431,172 | 14 | 55 | 74 | 0.0% |
| Q4 2021 | 182 | $1.3B | 25,353,480 | 21 | 55 | 63 | 0.0% |
| Q3 2021 | 162 | $1.4B | 27,349,970 | 13 | 53 | 48 | 0.0% |
| Q2 2021 | 170 | $1.1B | 21,547,110 | 13 | 62 | 62 | 0.0% |
| Q1 2021 | 174 | $6.7B | 131,689,489 | 21 | 69 | 54 | 0.0% |
| Q4 2020 | 165 | $980.5M | 18,281,699 | 17 | 63 | 52 | 0.0% |
| Q3 2020 | 149 | $1.4B | 25,613,505 | 12 | 72 | 41 | 0.0% |
| Q2 2020 | 141 | $1.3B | 24,633,534 | 29 | 58 | 39 | 0.0% |
| Q1 2020 | 139 | $1.4B | 26,659,642 | 34 | 49 | 43 | 0.0% |
| Q4 2019 | 129 | $1.0B | 20,005,608 | 19 | 56 | 22 | 0.0% |
| Q3 2019 | 98 | $618.9M | 11,842,064 | 23 | 45 | 17 | 0.0% |
| Q2 2019 | 77 | $436.0M | 8,499,250 | 12 | 37 | 16 | 0.0% |
| Q1 2019 | 73 | $353.8M | 7,086,042 | 18 | 31 | 17 | 0.0% |
| Q4 2018 | 62 | $187.1M | 3,876,873 | 3 | 0 | 2 | 0.0% |