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 174 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $900 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
63,326
shares
|
$2.76 Million
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
61,976
shares
|
$2.7 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
61,837
shares
|
$2.7 Million
0.01% of portfolio
|
Q4 2024
Added 10.8%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
59,000
shares
|
$2.57 Million
0.36% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
55,046
shares
|
$2.4 Million
0.35% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
51,195
shares
|
$2.23 Million
0.34% of portfolio
|
Q2 2024
Reduced 28.0%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
49,737
shares
|
$2.17 Million
0.37% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
48,847
shares
|
$2.13 Million
0.92% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
44,968
shares
|
$1.96 Million
0.0% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
44,924
shares
|
$1.96 Million
0.59% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
43,548
shares
|
$1.9 Million
0.04% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,521
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
42,516
shares
|
$1.85 Million
0.02% of portfolio
|
Q4 2024
Added 3910.94%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
38,869
shares
|
$1.7 Million
0.02% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
34,383
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
33,969
shares
|
$1.48 Million
0.02% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
32,887
shares
|
$1.43 Million
0.04% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,801
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Added 34.08%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,139
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.49%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
29,629
shares
|
$1.29 Million
0.54% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
28,855
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
26,833
shares
|
$1.17 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
25,576
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 55.85%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,798
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
24,299
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 0.78%
|