AGGY · Insider trading · 13F holders · Congress trades
Wisdomtree Tr (AGGY)
Who is buying and selling AGGY: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 19
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
AGGY at a glance
- No open-market insider purchases or sales of AGGY were filed in the last 90 days.
- 19 13F filers hold AGGY among their 50 largest positions, worth $130.1M combined. The biggest bets by portfolio weight are Broussard Financial Group LLC (6.1%), Prestige Wealth Management Group LLC (5.3%) and Grey Ledge Advisors, LLC (2.4%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in AGGY.
AGGY insider trading
No open-market insider purchases or sales of AGGY were filed in the last 90 days.
Who owns AGGY? Hedge funds and superinvestors
19 13F filers hold AGGY among their 50 largest positions, worth $130.1M combined. The biggest bets by portfolio weight are Broussard Financial Group LLC (6.1%), Prestige Wealth Management Group LLC (5.3%) and Grey Ledge Advisors, LLC (2.4%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLCWealth manager | 5.3% | $29.3M | 674,986 | -1.6% shares | Q2 2026 |
| WealthPlan Investment Management, LLCWealth manager | 1.1% | $22.1M | 537,009 | +10.1% shares | Q3 2026 |
| First Foundation AdvisorsEndowment & foundation | 0.5% | $14.3M | 329,835 | +2.9% shares | Q2 2026 |
| Grey Ledge Advisors, LLCWealth manager | 2.4% | $12.0M | 282,749 | +6.8% shares | Q2 2026 |
| Fiduciary Financial AdvisorsWealth manager | 1.0% | $9.8M | 224,614 | — | Q2 2026 |
| Broussard Financial Group LLCWealth manager | 6.1% | $8.3M | 201,451 | +12.1% shares | Q3 2026 |
| Beacon Financial GroupWealth manager | 0.7% | $7.4M | 178,621 | — | Q3 2026 |
| Optima Capital LLCWealth manager | 2.1% | $5.3M | 128,149 | +23.2% shares | Q3 2026 |
| Oxinas Partners, LLCWealth manager | 1.9% | $4.9M | 112,861 | +1.5% shares | Q2 2026 |
| Freedom Investment Management, Inc.Wealth manager | 0.9% | $3.2M | 74,496 | +0.9% shares | Q2 2026 |
| Sharper & Granite LLCWealth manager | 1.0% | $3.1M | 71,391 | +5.7% shares | Q2 2026 |
| WealthPoint Financial, LLCWealth manager | 2.1% | $2.9M | 67,808 | +0.2% shares | Q2 2026 |
| American Financial & Tax Strategies IncWealth manager | 1.2% | $2.6M | 63,627 | -0.5% shares | Q3 2026 |
| W.H. Cornerstone Investments Inc.Asset manager | 0.8% | $1.3M | 31,017 | — | Q2 2026 |
| Win Advisors, IncWealth manager | 0.4% | $1.0M | 23,903 | — | Q2 2026 |
| David Kennon IncWealth manager | 0.3% | $1.0M | 24,427 | +0.0% shares | Q3 2026 |
| Howard Bailey Securities, LLCWealth manager | 0.3% | $781K | 18,962 | -3.2% shares | Q3 2026 |
| Team Financial Group, LLCWealth manager | 0.1% | $307K | 7,051 | -0.2% shares | Q2 2026 |
| FORM Wealth Advisors, LLCWealth manager | 0.0% | $287K | 6,977 | +1.3% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 8, Q2 2026: 11). Screen AGGY in the grand portfolio →
AGGY stock trades by members of Congress
No member of Congress has disclosed a trade in AGGY.
AGGY questions and answers
Are insiders buying AGGY stock?
No open-market insider purchases or sales of AGGY were filed in the last 90 days.
Which hedge funds own AGGY?
19 13F filers hold AGGY among their 50 largest positions, worth $130.1M combined. The biggest bets by portfolio weight are Broussard Financial Group LLC (6.1%), Prestige Wealth Management Group LLC (5.3%) and Grey Ledge Advisors, LLC (2.4%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded AGGY?
No member of Congress has disclosed a trade in AGGY.
Who is the largest holder of AGGY?
Among 13F filers, Prestige Wealth Management Group LLC reports the largest AGGY position, $29.3M (674,986 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Broussard Financial Group LLC's: 6.1% of its portfolio.
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