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 187 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $822 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
25,361
shares
|
$1.1 Million
0.37% of portfolio
|
Q1 2025
Added 38.04%
|
|
|
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
|
$925,240
0.12% of portfolio
|
Q2 2025
Reduced 59.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,988
shares
|
$913,187
0.01% of portfolio
|
Q4 2024
Added 31.02%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
20,438
shares
|
$889,257
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
20,206
shares
|
$879,163
0.48% of portfolio
|
Q2 2025
Added 46.91%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
19,458
shares
|
$846,617
0.01% of portfolio
|
Q1 2025
Reduced 23.92%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,948
shares
|
$824,427
0.31% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
17,909
shares
|
$779,220
0.03% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
17,904
shares
|
$779,003
0.32% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
17,816
shares
|
$775,174
0.5% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
17,424
shares
|
$758,118
0.21% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
16,911
shares
|
$735,797
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
16,196
shares
|
$704,687
0.04% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
14,960
shares
|
$650,909
0.0% of portfolio
|
Q1 2025
Added 140.01%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
14,011
shares
|
$609,618
0.23% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
13,908
shares
|
$605,137
0.21% of portfolio
|
Q1 2025
Added 105.68%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,763
shares
|
$598,828
0.0% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
13,202
shares
|
$574,419
0.08% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
13,028
shares
|
$566,848
0.01% of portfolio
|
Q1 2025
Reduced 58.16%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
12,955
shares
|
$563,672
0.04% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
12,694
shares
|
$552,315
0.12% of portfolio
|
Q1 2025
Added 16.34%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
12,432
shares
|
$540,916
0.04% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
11,960
shares
|
$520,379
0.08% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
11,336
shares
|
$493,229
0.04% of portfolio
|
Q1 2025
Added 1.58%
|