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 173 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $888 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,871,361
shares
|
$124 Million
0.01% of portfolio
|
Q4 2024
Reduced 29.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,307,034
shares
|
$56.3 Million
0.02% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,179,343
shares
|
$50.8 Million
0.21% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,095,465
shares
|
$47.2 Million
0.02% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,090,482
shares
|
$47 Million
0.12% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
941,628
shares
|
$40.6 Million
0.01% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
921,006
shares
|
$39.7 Million
2.1% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
860,814
shares
|
$37.1 Million
17.12% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
762,651
shares
|
$32.9 Million
0.05% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
716,803
shares
|
$30.9 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
604,457
shares
|
$26.1 Million
5.69% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
534,171
shares
|
$23 Million
0.13% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
467,123
shares
|
$20.1 Million
0.77% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
403,739
shares
|
$17.4 Million
2.8% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
399,227
shares
|
$17.2 Million
0.0% of portfolio
|
Q4 2024
Added 52.75%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
360,130
shares
|
$15.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
276,368
shares
|
$11.9 Million
0.16% of portfolio
|
Q4 2024
Added 23.51%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
259,106
shares
|
$11.2 Million
8.46% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
256,296
shares
|
$11 Million
4.61% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
221,686
shares
|
$9.55 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
210,955
shares
|
$9.09 Million
0.92% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
206,284
shares
|
$8.89 Million
2.34% of portfolio
|
Q4 2024
Added 16.65%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
192,221
shares
|
$8.28 Million
2.17% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
172,164
shares
|
$7.42 Million
0.0% of portfolio
|
Q3 2024
Added 30.44%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
155,302
shares
|
$6.69 Million
0.0% of portfolio
|
Q4 2024
Added 9.64%
|