AMERICAN FINANCIAL & TAX STRATEGIES INC AGGY — WISDOMTREE TR

Ownership history in AMERICAN FINANCIAL & TAX STRATEGIES INC  ·  9 quarters on record

AI Ownership Summary

AMERICAN FINANCIAL & TAX STRATEGIES INC reported WISDOMTREE TR (AGGY) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.6% in 2024 Q2. The latest visible filing shows AGGY at 1.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AGGY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMERICAN FINANCIAL & TAX STRATEGIES INC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AGGY was reported at 1.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.6% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AGGY stock page AMERICAN FINANCIAL & TAX STRATEGIES INC fund profile AMERICAN FINANCIAL & TAX STRATEGIES INC full holdings
How AMERICAN FINANCIAL & TAX STRATEGIES INC held AGGY — position size vs. price
% of Fund (quarterly)    AGGY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 63,927 +68 +0.1% 1.26% $2.8M 2026-08-07 $42.68
2026 Q1 REDUCED — — — 63,859 -325 -0.5% 1.35% $2.8M 2026-05-06 $43.02
2025 Q4 ADDED — — — 64,184 +1,232 +2.0% 1.41% $2.8M 2026-01-30 $42.83
2025 Q3 REDUCED — — — 62,952 -914 -1.4% 1.39% $2.8M 2025-10-20 $42.89
2025 Q2 REDUCED 5.4% +2.4% ❌ 63,866 -3,619 -5.4% 1.44% $2.8M 2025-08-01 $41.64
2025 Q1 REDUCED — — — 67,485 -2,044 -2.9% 1.58% $2.9M 2025-05-06 $40.49
2024 Q4 UNCHANGED — — — 69,529 — 0% 1.55% $3.0M 2025-01-28 $40.01
2024 Q3 REDUCED — — — 69,529 -1,313 -1.9% 1.58% $3.1M 2024-10-29 $40.10
2024 Q2 INITIATED — — — 70,842 — — 1.60% $3.0M 2024-08-08 $39.95

🏢 Other funds also holding AGGY

As of 2026 Q2 — sorted by position size

Broussard Financial Group LLC 6.26% Prestige Wealth Management Group LLC 3Y 7Y 5.33% Grey Ledge Advisors, LLC 3Y 7Y 2.42% WealthPoint Financial, LLC 2.15% Oxinas Partners, LLC 3Y 1.93% OPTIMA CAPITAL LLC 1.78% WealthPlan Investment Management, LLC 3Y 1.05% FIDUCIARY FINANCIAL ADVISORS 0.99% Sharper & Granite LLC 3Y 0.96% Freedom Investment Management, Inc. 3Y 7Y 0.9%

FAQ About AMERICAN FINANCIAL & TAX STRATEGIES INC and AGGY

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMERICAN FINANCIAL & TAX STRATEGIES INC reported owning AGGY?

AMERICAN FINANCIAL & TAX STRATEGIES INC reported AGGY across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported AGGY position in AMERICAN FINANCIAL & TAX STRATEGIES INC's portfolio?

The largest reported portfolio weight for AGGY was 1.60% in 2024 Q2.

What is the latest reported AGGY position on this page?

The most recent filing on this page is 2026 Q2, when AMERICAN FINANCIAL & TAX STRATEGIES INC reported 63,927 shares, equal to 1.26% of portfolio, with an estimated market value of $2.8M.

What does the chart on this AGGY ownership page compare?

The chart compares AMERICAN FINANCIAL & TAX STRATEGIES INC's quarterly AGGY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMERICAN FINANCIAL & TAX STRATEGIES INC time their AGGY position?

Based on 13F filing dates vs. subsequent AGGY price moves, AMERICAN FINANCIAL & TAX STRATEGIES INC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on AGGY relative to SPY over the holding period was -15.4%.

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