Lionshead Wealth Management, LLC AGGY — WISDOMTREE TR

Ownership history in Lionshead Wealth Management, LLC  ·  7 quarters on record

AI Ownership Summary

Lionshead Wealth Management, LLC reported WISDOMTREE TR (AGGY) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.35% in 2026 Q1. The latest visible filing shows AGGY at 0.30% 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 Lionshead Wealth Management, 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 Q2

AGGY was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 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 Lionshead Wealth Management, LLC fund profile Lionshead Wealth Management, LLC full holdings
How Lionshead Wealth Management, 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,753 -82 -0.8% 0.30% $468K 2026-07-28 $42.82
2026 Q1 ADDED — — — 10,835 +1,086 +11.1% 0.35% $471K 2026-05-11 $43.06
2025 Q4 REDUCED — — — 9,749 -23 -0.2% 0.32% $429K 2026-01-13 $43.06
2025 Q3 ADDED — — — 9,772 +3,060 +45.6% 0.34% $433K 2025-10-10 $42.76
2025 Q2 ADDED — — — 6,712 +1,578 +30.7% 0.27% $293K 2025-08-12 $41.78
2025 Q1 REDUCED 41.5% +1.6% ❌ 5,134 -3,642 -41.5% 0.23% $223K 2025-05-14 $40.33
2024 Q4 INITIATED — — — 8,776 — — 0.27% $377K 2025-02-14 $40.41

🏢 Other funds also holding AGGY

As of 2026 Q2 — sorted by position size

Grey Ledge Advisors, LLC 3Y 7Y 2.42% Oxinas Partners, LLC 3Y 1.93% OPTIMA CAPITAL LLC 1.78% WealthPlan Investment Management, LLC 3Y 1.05% Sharper & Granite LLC 3Y 0.96% David Kennon Inc 3Y 0.35% LANARK FINANCIAL, INC. 0.33% Barnes Wealth Management Group, Inc 0.28% WealthPLAN Partners, LLC 3Y 7Y 0.26% Retireful, LLC 3Y 0.25%

FAQ About Lionshead Wealth Management, 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 Lionshead Wealth Management, LLC reported owning AGGY?

Lionshead Wealth Management, LLC reported AGGY across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported AGGY position in Lionshead Wealth Management, LLC's portfolio?

The largest reported portfolio weight for AGGY was 0.35% in 2026 Q1.

What is the latest reported AGGY position on this page?

The most recent filing on this page is 2026 Q2, when Lionshead Wealth Management, LLC reported 10,753 shares, equal to 0.30% of portfolio, with an estimated market value of $468K.

What does the chart on this AGGY ownership page compare?

The chart compares Lionshead Wealth Management, 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 Lionshead Wealth Management, LLC time their AGGY position?

Based on 13F filing dates vs. subsequent AGGY price moves, Lionshead Wealth Management, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on AGGY relative to SPY over the holding period was -10.1%.

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