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 187 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $815 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,845,965
shares
|
$122 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,236,251
shares
|
$53.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,182,837
shares
|
$50.8 Million
0.2% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
942,193
shares
|
$40.5 Million
2.19% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
861,980
shares
|
$37 Million
0.05% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
839,833
shares
|
$36.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 22.99%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
668,440
shares
|
$28.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 38.98%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
664,965
shares
|
$28.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
653,516
shares
|
$28.1 Million
6.35% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
495,594
shares
|
$21.3 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
443,261
shares
|
$19.1 Million
0.0% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
437,346
shares
|
$18.8 Million
10.93% of portfolio
|
Q1 2025
Reduced 49.19%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
408,084
shares
|
$17.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 56.66%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
380,032
shares
|
$16.3 Million
0.0% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
358,545
shares
|
$15.4 Million
0.65% of portfolio
|
Q1 2025
Reduced 23.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
280,176
shares
|
$12 Million
0.0% of portfolio
|
Q1 2025
Added 80.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
265,570
shares
|
$11.4 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
259,106
shares
|
$11.1 Million
8.46% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
255,249
shares
|
$11 Million
4.65% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
221,364
shares
|
$9.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
210,331
shares
|
$9.04 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
207,608
shares
|
$8.92 Million
2.5% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
206,842
shares
|
$8.89 Million
2.49% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
172,164
shares
|
$7.4 Million
0.0% of portfolio
|
Q3 2024
Added 30.44%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
160,836
shares
|
$6.91 Million
7.1% of portfolio
|
Q1 2025
Added 9.51%
|