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 171 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 $882 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,082,791
shares
|
$175 Million
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,163,110
shares
|
$49.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,134,248
shares
|
$48.7 Million
0.22% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,085,105
shares
|
$46.6 Million
0.02% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
991,274
shares
|
$42.6 Million
0.1% of portfolio
|
Q3 2024
Added 14.25%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
921,006
shares
|
$39.5 Million
2.1% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
916,365
shares
|
$39.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
860,814
shares
|
$37 Million
17.12% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
726,316
shares
|
$31.2 Million
0.05% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
716,803
shares
|
$30.8 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
585,239
shares
|
$25.1 Million
5.68% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
515,349
shares
|
$22.1 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
433,695
shares
|
$18.6 Million
0.75% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
403,739
shares
|
$17.3 Million
2.8% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
361,180
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
261,354
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2024
Added 148.16%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
253,272
shares
|
$10.9 Million
8.1% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
238,110
shares
|
$10.2 Million
4.61% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
223,767
shares
|
$9.61 Million
0.13% of portfolio
|
Q3 2024
Added 22.41%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
206,284
shares
|
$8.86 Million
2.34% of portfolio
|
Q4 2024
Added 16.65%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
195,861
shares
|
$8.41 Million
1.07% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
192,221
shares
|
$8.25 Million
2.17% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
172,164
shares
|
$7.39 Million
0.0% of portfolio
|
Q3 2024
Added 30.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
150,880
shares
|
$6.48 Million
0.01% of portfolio
|
Q3 2024
Added 22.14%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
145,409
shares
|
$6.24 Million
2.32% of portfolio
|
Q4 2024
Added 6.47%
|