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 167 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $875 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
141,643
shares
|
$6.08 Million
0.0% of portfolio
|
Q3 2024
Added 849.86%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
136,572
shares
|
$5.86 Million
2.31% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
128,405
shares
|
$5.51 Million
0.18% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
122,266
shares
|
$5.24 Million
0.45% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
113,512
shares
|
$4.87 Million
0.1% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
103,476
shares
|
$4.44 Million
2.72% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
101,618
shares
|
$4.36 Million
0.0% of portfolio
|
Q3 2024
Added 64.8%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
100,552
shares
|
$4.31 Million
3.08% of portfolio
|
Q1 2024
Reduced 11.43%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
100,486
shares
|
$4.31 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
92,043
shares
|
$3.95 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
91,363
shares
|
$3.92 Million
0.08% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
86,854
shares
|
$3.73 Million
0.44% of portfolio
|
Q4 2023
Added 13.65%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
86,272
shares
|
$3.7 Million
0.55% of portfolio
|
Q1 2023
Added 0.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
84,375
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2024
Added 281.58%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
83,896
shares
|
$3.6 Million
1.52% of portfolio
|
Q3 2023
Added 114.97%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
76,990
shares
|
$3.3 Million
0.23% of portfolio
|
Q3 2022
Added 4.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
71,146
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
69,529
shares
|
$2.98 Million
1.62% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
68,292
shares
|
$2.93 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
67,467
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
64,124
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
62,603
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2024
Added 19.31%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
61,976
shares
|
$2.66 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
59,000
shares
|
$2.53 Million
0.36% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
55,810
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2024
Added 29.96%
|