Wisdomtree Tr (AGGY): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Wisdomtree Tr (AGGY) following the 2026 Q1 hedge fund 13F filings?

As of today, AGGY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AGGY gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Wisdomtree Tr (AGGY)

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

Smart Money Signals — AGGY

Based on 161 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their AGGY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

161 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding AGGY is almost the same as a year ago (-5 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 63% buying

102 buying61 selling

Last quarter: 102 funds were net buyers (17 opened a brand new position + 85 added to an existing one). Only 61 were sellers (42 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 13 → 17 → 24 → 17. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 24% medium ■ 16% new

98 out of 161 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.

📈

Growing discovery — still being found

30 → 13 → 17 → 24 → 17 new funds/Q

New funds entering each quarter: 13 → 17 → 24 → 17. A growing number of institutions are discovering AGGY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 20% newcomers

■ 64% veterans ■ 16% 1-2yr ■ 20% new

Entry-cohort mix of 161 holders: 103 (64%) are 2+ year veterans, 25 entered 1–2 years ago, and 33 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds

18 of 161 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	159	163	-2.45%
13F Shares	17M	16M	7.93%
Total Value	$732M	$689M	6.19%
New Positions	16	24	-8
Increased Positions	85	67	+18
Closed Positions	20	15	+5
Reduced Positions	41	50	-9
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

159

163

-2.45%

13F Shares

17M

16M

7.93%

Total Value

$732M

$689M

6.19%

New Positions

-8

Increased Positions

+18

Closed Positions

Reduced Positions

-9

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

159 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AGGY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Broussard Financial Group LLC	6.38%	183,633	$8.0M
2	Prestige Wealth Management Group LLC	5.85%	686,094	$29.8M
3	Grey Ledge Advisors, LLC	2.60%	264,850	$11.5M
4	WealthPoint Financial, LLC	2.35%	61,227	$2.7M
5	Oxinas Partners, LLC	2.21%	111,192	$4.8M
6	Optima Capital LLC	2.04%	101,290	$4.4M
7	American Financial & Tax Strategies Inc	1.35%	63,859	$2.8M
8	WealthPlan Investment Management, LLC	1.23%	507,625	$22.1M
9	Sharper & Granite LLC	1.00%	67,572	$2.9M
10	Freedom Investment Management, Inc.	0.95%	73,841	$3.2M
11	First Foundation Advisors	0.56%	320,599	$13.9M
12	Win Advisors, Inc	0.46%	23,305	$1.0M
13	Barnes Wealth Management Group, Inc	0.44%	19,967	$868K
14	EJMK Ventures LLC	0.43%	17,910	$778K
15	Howard Bailey Securities, LLC	0.42%	23,280	$1.0M
16	David Kennon Inc	0.40%	25,614	$1.1M
17	Smartleaf Asset Management LLC	0.39%	251,297	$10.9M
18	Nbc Securities, INC.	0.35%	106,787	$4.6M
19	Lionshead Wealth Management, LLC	0.35%	10,835	$471K
20	Prime Capital Investment Advisors, LLC	0.34%	675,916	$29.4M
21	Empirical Asset Management, LLC	0.29%	25,105	$1.1M
22	Trinity Wealth Management, LLC	0.28%	17,827	$775K
23	Alterna Wealth Management, Inc	0.26%	7,973	$346K
24	Sun Financial Inc	0.25%	11,360	$494K
25	Town Capital LLC	0.23%	6,630	$288K

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AGGY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AGGY?

More buyers than sellers — 63% buying: Last quarter: 102 funds were net buyers (17 opened a brand new position + 85 added to an existing one). Only 61 were sellers (42 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AGGY holders?

Strong quality — 33% AUM from major funds: 18 of 161 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AGGY?

61% of holders stayed for 2+ years: 98 out of 161 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.

Is it too late to buy Wisdomtree Tr (AGGY) following the 2026 Q1 hedge fund 13F filings?

As of today, AGGY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AGGY has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Wisdomtree Tr (AGGY)

Smart Money Signals — AGGY

Selling streak — 1 quarter in a row

At the ownership peak (97% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 63% buying

Fewer new buyers each quarter (-7 vs last Q)

61% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 20% newcomers

Strong quality — 33% AUM from major funds

Institutional Sentiment Summary — AGGY

Hedge Fund Ownership: AGGY

Market Analysis: AGGY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AGGY

Is It Too Late to Buy Wisdomtree Tr (AGGY) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AGGY

Statistics: AGGY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Wisdomtree Tr (AGGY)

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