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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,894
shares
|
$257,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,697
shares
|
$248,560
0.37% of portfolio
|
Q4 2022
Added 7.27%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
5,434
shares
|
$237,085
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
5,358
shares
|
$233,769
0.0% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,285
shares
|
$230,584
0.01% of portfolio
|
Q4 2024
Added 361.57%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
5,241
shares
|
$228,664
0.04% of portfolio
|
Q2 2024
Added 8.6%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
5,192
shares
|
$226,526
0.1% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
5,091
shares
|
$222,120
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
5,018
shares
|
$218,935
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
4,924
shares
|
$214,834
0.11% of portfolio
|
Q3 2024
Reduced 35.72%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
4,701
shares
|
$205,104
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,246
shares
|
$185,252
0.0% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
3,627
shares
|
$158,246
0.12% of portfolio
|
Q2 2024
Reduced 37.76%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3,538
shares
|
$154,362
0.0% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
3,128
shares
|
$136,474
0.06% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,961
shares
|
$129,188
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,601
shares
|
$113,481
0.0% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,321
shares
|
$101,265
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,057
shares
|
$89,746
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,931
shares
|
$84,249
0.0% of portfolio
|
Q4 2024
Reduced 22.98%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,686
shares
|
$73,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,349
shares
|
$58,856
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
1,294
shares
|
$56,457
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,062
shares
|
$46,335
0.03% of portfolio
|
Q4 2024
Added 60.42%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,022
shares
|
$44,589
0.0% of portfolio
|
Q4 2024
Reduced 64.53%
|