Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (AGGY)

172 + Investors. Track Smart Money conviction in AGGY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — AGGY

Based on 172 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AGGY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
172 hedge funds hold AGGY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

98 buying72 selling
Last quarter: 98 funds bought or added vs 72 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new AGGY position: 17 → 25 → 17 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 17% new
103 out of 172 hedge funds have held AGGY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~27 new funds/quarter

14 → 17 → 25 → 17 → 27 new funds/Q
New funds entering each quarter: 17 → 25 → 17 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 19% newcomers

■ 64% veterans ■ 17% 1-2yr ■ 19% new
Entry-cohort mix of 172 holders: 110 (64%) are 2+ year veterans, 30 entered 1–2 years ago, and 32 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
20 of 172 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in AGGY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AGGY

In 2026 Q2, 98 hedge funds were net buyers of AGGY (27 opened a new position, 71 added to an existing one), while 72 reduced or exited (56 trimmed, 16 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 42% of total institutional value in AGGY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 172.

Hedge Fund Ownership: AGGY

How many hedge funds hold AGGY — quarterly history vs. share price
Quarterly hedge fund ownership of AGGY vs. share price

Market Analysis: AGGY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AGGY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: AGGY
172 + Investors

Track Smart Money conviction in AGGY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 172 161 6.83%
13F Shares 18M 17M 7.63%
Total Value $788M $732M 7.65%
New Positions 27 17 +10
Increased Positions 71 85 -14
Closed Positions 16 20 -4
Reduced Positions 56 42 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AGGY

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Institutional Holders (2026 Q2)

172 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AGGY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AGGY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Broussard Financial Group LLC 6.26% 179,767 $7.8M
2 Prestige Wealth Management Group LLC 5.33% 674,986 $29.3M
3 Grey Ledge Advisors, LLC 2.42% 282,749 $12.0M
4 WealthPoint Financial, LLC 2.15% 67,808 $2.9M
5 Oxinas Partners, LLC 1.93% 112,861 $4.9M
6 Optima Capital LLC 1.78% 103,998 $4.5M
7 American Financial & Tax Strategies Inc 1.26% 63,927 $2.8M
8 WealthPlan Investment Management, LLC 1.05% 487,680 $21.2M
9 Fiduciary Financial Advisors 0.99% 224,614 $9.8M
10 Sharper & Granite LLC 0.96% 71,391 $3.1M
11 Freedom Investment Management, Inc. 0.90% 74,496 $3.2M
12 W.H. Cornerstone Investments Inc. 0.76% 31,017 $1.3M
13 First Foundation Advisors 0.52% 329,835 $14.3M
14 Win Advisors, Inc 0.37% 23,903 $1.0M
15 Smartleaf Asset Management LLC 0.36% 251,297 $11.0M
16 David Kennon Inc 0.35% 24,427 $1.1M
17 Lanark Financial, INC. 0.33% 113,538 $4.9M
18 Prime Capital Investment Advisors, LLC 0.33% 779,212 $33.9M
19 Howard Bailey Securities, LLC 0.32% 19,587 $852K
20 Lionshead Wealth Management, LLC 0.30% 10,753 $468K
21 Barnes Wealth Management Group, Inc 0.28% 13,878 $603K
22 Empirical Asset Management, LLC 0.26% 26,589 $1.2M
23 WealthPLAN Partners, LLC 0.26% 30,997 $1.3M
24 Retireful, LLC 0.25% 6,191 $269K
25 EJMK Ventures LLC 0.25% 12,592 $548K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wisdomtree Tr (AGGY)

What does the Smart Money Trend signal show for AGGY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AGGY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AGGY?

Slight buying edge — 58% buying: Last quarter: 98 funds bought or added vs 72 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AGGY holders?

Elite ownership — 42% AUM from top-100 funds: 20 of 172 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in AGGY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AGGY?

60% of holders stayed for 2+ years: 103 out of 172 hedge funds have held AGGY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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