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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
62,642
shares
|
$2.73 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
61,976
shares
|
$2.7 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
59,000
shares
|
$2.57 Million
0.36% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
55,812
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
54,157
shares
|
$2.36 Million
0.35% of portfolio
|
Q1 2025
Reduced 35.49%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
53,269
shares
|
$2.32 Million
0.18% of portfolio
|
Q2 2025
Reduced 15.06%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
48,966
shares
|
$2.13 Million
0.06% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
48,877
shares
|
$2.13 Million
0.88% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
46,222
shares
|
$2.01 Million
0.03% of portfolio
|
Q2 2025
Added 35.63%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
44,528
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,521
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
40,524
shares
|
$1.76 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
40,512
shares
|
$1.76 Million
0.01% of portfolio
|
Q1 2025
Added 63.37%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
39,094
shares
|
$1.7 Million
0.31% of portfolio
|
Q1 2025
Reduced 21.4%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
38,130
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
33,502
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
32,777
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
32,364
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
31,022
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Added 35.91%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
30,973
shares
|
$1.35 Million
0.53% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
29,193
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
27,934
shares
|
$1.22 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
27,773
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Added 14.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
26,992
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
25,960
shares
|
$1.13 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.19%
|