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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
23,947
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2023
Reduced 8.35%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
21,265
shares
|
$925,452
0.12% of portfolio
|
Q2 2025
Reduced 59.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,988
shares
|
$913,397
0.01% of portfolio
|
Q4 2024
Added 31.02%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
20,438
shares
|
$889,461
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
20,206
shares
|
$879,365
0.48% of portfolio
|
Q2 2025
Added 46.91%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
19,159
shares
|
$833,799
0.24% of portfolio
|
Q2 2025
Reduced 24.45%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,948
shares
|
$824,616
0.31% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
17,909
shares
|
$779,399
0.03% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
17,904
shares
|
$779,182
0.32% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
17,816
shares
|
$775,352
0.5% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
17,424
shares
|
$758,292
0.21% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
16,911
shares
|
$735,966
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
16,196
shares
|
$704,849
0.04% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
15,633
shares
|
$680,348
0.01% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
15,430
shares
|
$671,513
0.03% of portfolio
|
Q2 2025
Added 233.26%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
14,960
shares
|
$651,059
0.0% of portfolio
|
Q1 2025
Added 140.01%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
14,011
shares
|
$609,758
0.23% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
13,908
shares
|
$605,276
0.21% of portfolio
|
Q1 2025
Added 105.68%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,763
shares
|
$598,965
0.0% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
13,351
shares
|
$581,035
0.07% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
13,028
shares
|
$566,978
0.01% of portfolio
|
Q1 2025
Reduced 58.16%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
12,955
shares
|
$563,801
0.04% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
12,694
shares
|
$552,442
0.12% of portfolio
|
Q1 2025
Added 16.34%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
12,432
shares
|
$541,040
0.04% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
12,081
shares
|
$525,765
0.27% of portfolio
|
Q2 2025
Added 6.93%
|