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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
53,713
shares
|
$2.37 Million
0.26% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
50,360
shares
|
$2.22 Million
0.04% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
49,762
shares
|
$2.19 Million
0.06% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
48,697
shares
|
$2.15 Million
0.77% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
47,053
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2025
Added 109.82%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
43,751
shares
|
$1.93 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,521
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
39,949
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2025
Added 29.2%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
37,914
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
34,759
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
34,164
shares
|
$1.51 Million
0.52% of portfolio
|
Q3 2025
Added 10.3%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
32,635
shares
|
$1.44 Million
0.21% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
32,556
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
32,301
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
30,283
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
29,369
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 22.89%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,317
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
David Kennon Inc
Sarasota, FL |
Nov 07, 2025 Q3 2025 |
25,887
shares
|
$1.14 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
25,334
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
23,947
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2023
Reduced 8.35%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
21,910
shares
|
$966,231
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
21,608
shares
|
$952,912
0.11% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
20,748
shares
|
$914,986
0.03% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
20,648
shares
|
$910,576
0.0% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
19,459
shares
|
$858,141
0.24% of portfolio
|
Q3 2025
Added 10.62%
|
|