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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
53,782
shares
|
$2.31 Million
0.2% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
51,195
shares
|
$2.2 Million
0.34% of portfolio
|
Q2 2024
Reduced 28.0%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
48,847
shares
|
$2.1 Million
0.92% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
48,071
shares
|
$2.06 Million
0.68% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
43,760
shares
|
$1.88 Million
0.34% of portfolio
|
Q3 2024
Added 104.51%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
43,548
shares
|
$1.87 Million
0.04% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,521
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
41,743
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Added 46.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
40,173
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
38,219
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 82.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
33,734
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.48%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
32,809
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
32,759
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
29,629
shares
|
$1.27 Million
0.54% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
29,489
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
27,119
shares
|
$1.16 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
25,576
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 55.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
24,773
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 132.76%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,463
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
24,112
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 31.8%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
23,947
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2023
Reduced 8.35%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
22,023
shares
|
$944,566
0.45% of portfolio
|
Q3 2024
Added 29.39%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
20,783
shares
|
$891,382
0.35% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
20,728
shares
|
$889,023
0.01% of portfolio
|
Q3 2024
Reduced 40.37%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
16,723
shares
|
$717,249
0.2% of portfolio
|
Q4 2024
Added 31.6%
|