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 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $887 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
11,160
shares
|
$482,335
0.04% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
10,911
shares
|
$471,573
0.12% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
10,831
shares
|
$468,115
0.11% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
10,695
shares
|
$462,237
0.12% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
10,247
shares
|
$442,875
0.02% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
10,198
shares
|
$440,757
0.0% of portfolio
|
Q4 2024
Added 74.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,174
shares
|
$439,720
0.01% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
9,434
shares
|
$407,737
0.05% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
9,070
shares
|
$392,005
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,776
shares
|
$379,298
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
8,637
shares
|
$373,291
0.08% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
8,571
shares
|
$370,438
0.09% of portfolio
|
Q4 2024
Added 37.66%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
8,116
shares
|
$350,773
0.04% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
7,963
shares
|
$344,160
0.03% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
7,895
shares
|
$341,221
0.05% of portfolio
|
Q2 2024
Reduced 15.43%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
7,801
shares
|
$337,159
0.08% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
7,714
shares
|
$333,399
0.02% of portfolio
|
Q4 2024
Added 44.78%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
7,315
shares
|
$316,154
0.22% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
7,149
shares
|
$308,979
0.05% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
6,843
shares
|
$295,754
0.03% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,762
shares
|
$292,253
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
6,569
shares
|
$283,912
0.16% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,553
shares
|
$283,220
0.1% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,259
shares
|
$270,513
0.01% of portfolio
|
Q4 2024
Reduced 24.7%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
6,005
shares
|
$259,536
0.06% of portfolio
|
Q1 2023
New holding
|