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 177 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $743 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,181,645
shares
|
$95.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,224,588
shares
|
$53.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,180,356
shares
|
$51.5 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
870,086
shares
|
$38 Million
0.08% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
860,301
shares
|
$37.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
655,690
shares
|
$28.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
634,585
shares
|
$27.7 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
628,018
shares
|
$27.4 Million
5.89% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
473,969
shares
|
$20.7 Million
0.0% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
443,261
shares
|
$19.3 Million
0.0% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
439,659
shares
|
$19.2 Million
10.66% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
394,718
shares
|
$17.2 Million
0.1% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
343,803
shares
|
$15 Million
0.57% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
274,550
shares
|
$12 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
258,846
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2025
Added 16.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
250,464
shares
|
$10.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
234,249
shares
|
$10.2 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
229,136
shares
|
$10 Million
0.16% of portfolio
|
Q2 2025
Added 149.86%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
221,181
shares
|
$9.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
217,729
shares
|
$9.5 Million
0.83% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
210,917
shares
|
$9.2 Million
2.4% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
198,118
shares
|
$8.65 Million
2.23% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
172,164
shares
|
$7.51 Million
0.0% of portfolio
|
Q3 2024
Added 30.44%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
168,606
shares
|
$7.36 Million
0.11% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
156,078
shares
|
$6.81 Million
2.61% of portfolio
|
Q2 2025
Reduced 0.63%
|