Institutional Ownership Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY). We have compiled data on the 164 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $878 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,082,791
shares
|
$176 Million
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,163,110
shares
|
$50.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,134,248
shares
|
$48.8 Million
0.22% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,085,105
shares
|
$46.7 Million
0.02% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
991,274
shares
|
$42.7 Million
0.1% of portfolio
|
Q3 2024
Added 14.25%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
916,365
shares
|
$39.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
869,818
shares
|
$37.4 Million
2.02% of portfolio
|
Q3 2024
Added 16.28%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
850,131
shares
|
$36.6 Million
17.24% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
742,283
shares
|
$32 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
726,316
shares
|
$31.3 Million
0.05% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
585,239
shares
|
$25.2 Million
5.68% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
515,349
shares
|
$22.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
433,695
shares
|
$18.7 Million
0.75% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
370,765
shares
|
$16 Million
2.73% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
361,180
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
261,354
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2024
Added 148.16%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
253,272
shares
|
$10.9 Million
8.1% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
238,110
shares
|
$10.3 Million
4.61% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
223,767
shares
|
$9.63 Million
0.13% of portfolio
|
Q3 2024
Added 22.41%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
195,861
shares
|
$8.43 Million
1.07% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
179,537
shares
|
$7.73 Million
0.88% of portfolio
|
Q3 2024
Added 252.94%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
176,843
shares
|
$7.61 Million
2.05% of portfolio
|
Q3 2024
Added 18.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
172,164
shares
|
$7.41 Million
0.0% of portfolio
|
Q3 2024
Added 30.44%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
158,962
shares
|
$6.84 Million
1.91% of portfolio
|
Q3 2024
Added 18.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
150,880
shares
|
$6.5 Million
0.01% of portfolio
|
Q3 2024
Added 22.14%
|