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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,015
shares
|
$44,284
0.0% of portfolio
|
Q4 2024
Added 116.42%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
520
shares
|
$22,687
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
513
shares
|
$22,382
0.0% of portfolio
|
Q4 2024
Added 131.08%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
500
shares
|
$21,815
0.01% of portfolio
|
Q1 2024
Reduced 19.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
461
shares
|
$20,113
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
333
shares
|
$14,528
0.01% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
313
shares
|
$13,656
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
282
shares
|
$12,303
0.0% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
272
shares
|
$11,867
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
256
shares
|
$11,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
201
shares
|
$8,769
0.0% of portfolio
|
Q4 2022
Reduced 3.37%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
137
shares
|
$5,977
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
135
shares
|
$5,890
0.0% of portfolio
|
Q3 2024
Reduced 73.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
120
shares
|
$5,235
0.0% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
77
shares
|
$3,359
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
74
shares
|
$3,228
0.0% of portfolio
|
Q2 2022
Reduced 98.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
73
shares
|
$3,184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
73
shares
|
$3,184
0.0% of portfolio
|
Q4 2019
Reduced 90.83%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
57
shares
|
$2,486
0.22% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
20
shares
|
$872
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
11
shares
|
$479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
8
shares
|
$349
0.0% of portfolio
|
Q2 2024
New holding
|