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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
62,237
shares
|
$2.77 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
61,976
shares
|
$2.76 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
59,000
shares
|
$2.63 Million
0.36% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
53,269
shares
|
$2.37 Million
0.18% of portfolio
|
Q2 2025
Reduced 15.06%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
52,489
shares
|
$2.34 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
50,508
shares
|
$2.25 Million
0.04% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
48,966
shares
|
$2.18 Million
0.06% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
48,177
shares
|
$2.15 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
46,222
shares
|
$2.06 Million
0.03% of portfolio
|
Q2 2025
Added 35.63%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
45,779
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,521
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
38,088
shares
|
$1.7 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
35,912
shares
|
$1.6 Million
0.25% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
34,061
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
34,055
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
33,936
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 58.14%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
32,881
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
30,973
shares
|
$1.38 Million
0.53% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
30,920
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,317
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
27,979
shares
|
$1.25 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
25,960
shares
|
$1.16 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
23,947
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2023
Reduced 8.35%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
21,445
shares
|
$955,374
0.0% of portfolio
|
Q2 2025
Added 43.35%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
21,265
shares
|
$947,355
0.12% of portfolio
|
Q2 2025
Reduced 59.4%
|