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 183 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $785 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
139,420
shares
|
$6.07 Million
0.08% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
139,359
shares
|
$6.06 Million
0.01% of portfolio
|
Q1 2025
Added 53.07%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
137,948
shares
|
$6 Million
5.28% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
134,201
shares
|
$5.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
125,917
shares
|
$5.48 Million
0.16% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
114,846
shares
|
$5 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
112,699
shares
|
$4.9 Million
0.24% of portfolio
|
Q2 2025
Reduced 88.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
105,878
shares
|
$4.61 Million
0.01% of portfolio
|
Q1 2025
Added 71.22%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
100,552
shares
|
$4.38 Million
3.08% of portfolio
|
Q1 2024
Reduced 11.43%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
96,343
shares
|
$4.19 Million
2.29% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
91,706
shares
|
$3.99 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
91,639
shares
|
$3.99 Million
0.41% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
86,854
shares
|
$3.78 Million
0.44% of portfolio
|
Q4 2023
Added 13.65%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
86,272
shares
|
$3.75 Million
0.55% of portfolio
|
Q1 2023
Added 0.82%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
83,896
shares
|
$3.65 Million
1.52% of portfolio
|
Q3 2023
Added 114.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
83,851
shares
|
$3.65 Million
0.0% of portfolio
|
Q1 2025
Added 32.41%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
81,531
shares
|
$3.55 Million
0.29% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
81,072
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
79,635
shares
|
$3.47 Million
0.39% of portfolio
|
Q2 2025
Reduced 16.7%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
76,990
shares
|
$3.35 Million
0.23% of portfolio
|
Q3 2022
Added 4.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
75,434
shares
|
$3.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
74,681
shares
|
$3.25 Million
0.01% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
67,485
shares
|
$2.94 Million
1.61% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
66,498
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Added 196.85%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
62,912
shares
|
$2.74 Million
0.53% of portfolio
|
Q2 2025
Reduced 5.52%
|