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 184 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
5,789
shares
|
$251,879
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,699
shares
|
$247,963
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,697
shares
|
$247,876
0.37% of portfolio
|
Q4 2022
Added 7.27%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
5,596
shares
|
$243,481
0.05% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
5,528
shares
|
$240,523
0.12% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
5,499
shares
|
$239,261
0.02% of portfolio
|
Q1 2025
Reduced 53.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,408
shares
|
$235,302
0.0% of portfolio
|
Q1 2025
Reduced 46.97%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
5,364
shares
|
$233,387
0.1% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
5,210
shares
|
$226,687
0.09% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
5,149
shares
|
$224,032
0.02% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,134
shares
|
$223,380
0.23% of portfolio
|
Q1 2025
Reduced 41.5%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
4,941
shares
|
$214,982
0.05% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
4,919
shares
|
$214,025
0.11% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,906
shares
|
$213,460
0.0% of portfolio
|
Q1 2025
Reduced 62.84%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
4,630
shares
|
$201,451
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
4,455
shares
|
$193,837
0.09% of portfolio
|
Q1 2025
Reduced 18.02%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
3,627
shares
|
$157,810
0.12% of portfolio
|
Q2 2024
Reduced 37.76%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,356
shares
|
$146,019
0.0% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
3,061
shares
|
$133,184
0.05% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
2,990
shares
|
$130,094
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,820
shares
|
$122,698
0.04% of portfolio
|
Q2 2025
Added 17.4%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,558
shares
|
$111,298
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,321
shares
|
$100,986
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,057
shares
|
$89,500
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,743
shares
|
$75,837
0.0% of portfolio
|
Q1 2025
Added 3.38%
|