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 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $700 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
136,913
shares
|
$6.04 Million
0.22% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
129,703
shares
|
$5.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
113,254
shares
|
$4.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 74.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
106,880
shares
|
$4.71 Million
0.0% of portfolio
|
Q3 2025
Added 35.56%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
102,406
shares
|
$4.52 Million
2.62% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
101,134
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
100,552
shares
|
$4.43 Million
3.08% of portfolio
|
Q1 2024
Reduced 11.43%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
86,854
shares
|
$3.83 Million
0.44% of portfolio
|
Q4 2023
Added 13.65%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
86,272
shares
|
$3.8 Million
0.55% of portfolio
|
Q1 2023
Added 0.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
84,649
shares
|
$3.73 Million
0.3% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
83,896
shares
|
$3.7 Million
1.52% of portfolio
|
Q3 2023
Added 114.97%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
79,875
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
77,809
shares
|
$3.43 Million
0.01% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
76,990
shares
|
$3.4 Million
0.23% of portfolio
|
Q3 2022
Added 4.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
75,819
shares
|
$3.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
74,265
shares
|
$3.28 Million
0.93% of portfolio
|
Q3 2025
Reduced 30.88%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
71,356
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 89.12%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
70,910
shares
|
$3.13 Million
0.55% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
68,145
shares
|
$3.01 Million
0.01% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
67,429
shares
|
$2.97 Million
0.14% of portfolio
|
Q3 2025
Reduced 40.17%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
63,664
shares
|
$2.81 Million
0.2% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
62,952
shares
|
$2.78 Million
1.43% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
61,976
shares
|
$2.73 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
59,834
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2025
Added 30.7%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
59,000
shares
|
$2.6 Million
0.36% of portfolio
|
Q3 2024
Added 3.21%
|
|