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 179 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $759 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
153,283
shares
|
$6.83 Million
0.01% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
144,280
shares
|
$6.43 Million
0.07% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
137,948
shares
|
$6.15 Million
5.28% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
133,128
shares
|
$5.93 Million
0.22% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
130,963
shares
|
$5.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
112,699
shares
|
$5.02 Million
0.24% of portfolio
|
Q2 2025
Reduced 88.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
112,502
shares
|
$5.01 Million
0.0% of portfolio
|
Q2 2025
Added 69.18%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
107,436
shares
|
$4.79 Million
0.39% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
100,552
shares
|
$4.48 Million
3.08% of portfolio
|
Q1 2024
Reduced 11.43%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
96,343
shares
|
$4.29 Million
2.29% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
95,641
shares
|
$4.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
89,496
shares
|
$3.99 Million
0.0% of portfolio
|
Q2 2025
Added 231.56%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
86,854
shares
|
$3.87 Million
0.44% of portfolio
|
Q4 2023
Added 13.65%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
86,272
shares
|
$3.84 Million
0.55% of portfolio
|
Q1 2023
Added 0.82%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
83,896
shares
|
$3.74 Million
1.52% of portfolio
|
Q3 2023
Added 114.97%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
81,531
shares
|
$3.63 Million
0.29% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
79,635
shares
|
$3.55 Million
0.39% of portfolio
|
Q2 2025
Reduced 16.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
78,844
shares
|
$3.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
77,170
shares
|
$3.44 Million
0.01% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
76,990
shares
|
$3.43 Million
0.23% of portfolio
|
Q3 2022
Added 4.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
74,446
shares
|
$3.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
66,842
shares
|
$2.98 Million
0.0% of portfolio
|
Q2 2025
Added 103.93%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
63,866
shares
|
$2.85 Million
1.48% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
63,677
shares
|
$2.84 Million
0.01% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
62,912
shares
|
$2.8 Million
0.53% of portfolio
|
Q2 2025
Reduced 5.52%
|