Beacon Financial Advisory LLC AGGY — WISDOMTREE TR

Ownership history in Beacon Financial Advisory LLC  ·  10 quarters on record

AI Ownership Summary

Beacon Financial Advisory LLC reported WISDOMTREE TR (AGGY) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.33% in 2025 Q1. The latest visible filing shows AGGY at 0.08% 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 Beacon Financial Advisory LLC'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 Q3

AGGY was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q1

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 Q3

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 Beacon Financial Advisory LLC fund profile Beacon Financial Advisory LLC full holdings
How Beacon Financial Advisory LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 9,861 -1,970 -16.7% 0.08% $406K 2026-10-16 $41.72
2026 Q2 REDUCED — — — 11,831 -532 -4.3% 0.10% $514K 2026-08-05 $42.54
2026 Q1 REDUCED 10.0% +1.6% ❌ 12,363 -1,368 -10.0% 0.12% $537K 2026-04-27 $42.74
2025 Q4 REDUCED 13.8% -0.3% ✅ 13,731 -2,207 -13.8% 0.14% $605K 2026-02-17 $43.22
2025 Q3 REDUCED 16.8% +0.9% ❌ 15,938 -3,221 -16.8% 0.16% $706K 2025-10-29 $42.62
2025 Q2 REDUCED 24.5% +2.4% ❌ 19,159 -6,202 -24.5% 0.22% $836K 2025-07-22 $41.11
2025 Q1 ADDED — — — 25,361 +6,989 +38.0% 0.33% $1.1M 2025-04-24 $40.29
2024 Q4 ADDED — — — 18,372 +5,607 +43.9% 0.26% $789K 2025-01-27 $39.86
2024 Q3 ADDED — — — 12,765 +5,290 +70.8% 0.19% $571K 2024-10-30 $39.89
2024 Q2 INITIATED — — — 7,475 — — 0.12% $321K 2024-07-26 $39.31

🏢 Other funds also holding AGGY

As of 2026 Q3 — sorted by position size

AMERICAN FINANCIAL & TAX STRATEGIES INC 1.21% WealthPlan Investment Management, LLC 3Y 1.07% David Kennon Inc 3Y 0.33% WealthPLAN Partners, LLC 3Y 7Y 0.32% Trinity Wealth Management, LLC 3Y 0.21% Advisory Solutions Group, LLC 0.17% OMNI 360 Wealth, Inc. 0.12% Worth Asset Management, LLC 3Y 0.09% Atria Investments, Inc 3Y 7Y 0.08% Bison Wealth, LLC 0.08%

FAQ About Beacon Financial Advisory LLC and AGGY

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

How long has Beacon Financial Advisory LLC reported owning AGGY?

Beacon Financial Advisory LLC reported AGGY across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported AGGY position in Beacon Financial Advisory LLC's portfolio?

The largest reported portfolio weight for AGGY was 0.33% in 2025 Q1.

What is the latest reported AGGY position on this page?

The most recent filing on this page is 2026 Q3, when Beacon Financial Advisory LLC reported 9,861 shares, equal to 0.08% of portfolio, with an estimated market value of $406K.

What does the chart on this AGGY ownership page compare?

The chart compares Beacon Financial Advisory LLC'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 Beacon Financial Advisory LLC time their AGGY position?

Based on 13F filing dates vs. subsequent AGGY price moves, Beacon Financial Advisory LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on AGGY relative to SPY over the holding period was +302.2%.

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