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 182 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $699 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,223,071
shares
|
$98 Million
0.01% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,256,451
shares
|
$55.4 Million
0.02% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,216,314
shares
|
$53.6 Million
0.16% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,160,599
shares
|
$51.2 Million
0.09% of portfolio
|
Q3 2025
Added 33.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
815,770
shares
|
$36 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
634,574
shares
|
$28 Million
5.72% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
612,843
shares
|
$27 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
507,974
shares
|
$22.4 Million
0.0% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
395,709
shares
|
$17.5 Million
0.09% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
333,376
shares
|
$14.7 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
277,971
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
275,102
shares
|
$12.1 Million
0.15% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
238,771
shares
|
$10.5 Million
0.15% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
237,483
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
235,880
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
226,627
shares
|
$9.99 Million
2.44% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
226,080
shares
|
$9.97 Million
0.62% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
203,858
shares
|
$8.99 Million
0.13% of portfolio
|
Q3 2025
Added 20.91%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
198,987
shares
|
$8.78 Million
2.14% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
172,164
shares
|
$7.59 Million
0.0% of portfolio
|
Q3 2024
Added 30.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
170,861
shares
|
$7.53 Million
0.01% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
169,188
shares
|
$7.46 Million
2.81% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
164,666
shares
|
$7.26 Million
0.08% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
152,014
shares
|
$6.7 Million
5.58% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
140,525
shares
|
$6.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 38.67%
|
|