WISDOMTREE TR (AGGY): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

WISDOMTREE TR (AGGY)

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

Smart Money Signals — AGGY

Based on 150 hedge funds · latest filing: 2025 Q4 · 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 (97% of max)

97% of all-time peak

150 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 — +6% more funds vs a year ago

fund count last 6Q

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

🟡

Slight buying edge — 59% buying

85 buying60 selling

Last quarter: 85 funds bought or added vs 60 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.

➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 29 → 11 → 16 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 25% medium ■ 13% new

93 out of 150 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 — ~20 new funds/quarter

18 → 29 → 11 → 16 → 20 new funds/Q

New funds entering each quarter: 29 → 11 → 16 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 17% 1-2yr ■ 21% new

Of 150 current holders: 92 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds

14 of 150 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	150	144	4.17%
13F Shares	15M	15M	4.9%
Total Value	$678M	$650M	4.32%
New Positions	20	16	+4
Increased Positions	65	66	-1
Closed Positions	14	18	-4
Reduced Positions	46	50	-4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

150

144

4.17%

13F Shares

15M

4.9%

Total Value

$678M

$650M

4.32%

New Positions

Increased Positions

-1

Closed Positions

-4

Reduced Positions

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

150 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of AGGY — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Broussard Financial Group LLC	6.38%	183,633	$8.0M
2	Grey Ledge Advisors, LLC	2.60%	264,850	$11.5M
3	WealthPoint Financial, LLC	2.35%	61,227	$2.7M
4	Oxinas Partners, LLC	2.21%	111,192	$4.8M
5	WealthPlan Investment Management, LLC	1.23%	507,625	$22.1M
6	Sharper & Granite LLC	1.00%	67,572	$2.9M
7	Freedom Investment Management, Inc.	0.95%	73,841	$3.2M
8	WIN ADVISORS, INC	0.46%	23,305	$1.0M
9	EJMK Ventures LLC	0.43%	17,910	$778K
10	HOWARD BAILEY SECURITIES, LLC	0.42%	23,280	$1.0M
11	David Kennon Inc	0.40%	25,614	$1.1M
12	NBC SECURITIES, INC.	0.35%	106,787	$4.6M
13	Trinity Wealth Management, LLC	0.28%	17,827	$775K
14	ALTERNA WEALTH MANAGEMENT, INC	0.26%	7,973	$346K
15	Ascentis Independent Advisors	0.22%	67,064	$2.9M
16	Winch Advisory Services, LLC	0.20%	20,162	$876K
17	Golden State Wealth Management, LLC	0.20%	41,581	$1.8M
18	Worth Asset Management, LLC	0.20%	12,189	$530K
19	CITIZENS FINANCIAL GROUP INC/RI	0.16%	267,413	$11.6M
20	WealthPLAN Partners, LLC	0.15%	18,349	$797K
21	Symphony Financial, Ltd. Co.	0.15%	26,195	$1.1M
22	Meridian Financial Advisors, LLC	0.14%	5,886	$256K
23	KESTRA PRIVATE WEALTH SERVICES, LLC	0.14%	258,041	$11.2M
24	Beacon Financial Advisory LLC	0.12%	12,363	$537K
25	RFG Advisory, LLC	0.12%	151,712	$6.6M

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 — 59% buying: Last quarter: 85 funds bought or added vs 60 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?

Strong quality — 34% AUM from major funds: 14 of 150 holders rank in the top 100 by AUM, accounting for 34% 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?

62% of holders stayed for 2+ years: 93 out of 150 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.

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WISDOMTREE TR (AGGY)

Smart Money Signals — AGGY

Buying streak — 1 quarter in a row

At the ownership peak (97% of max)

Steady growth — +6% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~20 new funds per quarter

62% of holders stayed for 2+ years

Steady discovery — ~20 new funds/quarter

Deep conviction — 61% of holders stayed 2+ years

Strong quality — 34% AUM from major funds

Hedge Fund Ownership: AGGY

Market Analysis: AGGY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AGGY

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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