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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,988
shares
|
$935,015
0.01% of portfolio
|
Q4 2024
Added 31.02%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
20,206
shares
|
$900,177
0.48% of portfolio
|
Q2 2025
Added 46.91%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
19,159
shares
|
$853,533
0.24% of portfolio
|
Q2 2025
Reduced 24.45%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,948
shares
|
$844,133
0.31% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
18,751
shares
|
$835,357
0.5% of portfolio
|
Q2 2025
Reduced 61.17%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
18,078
shares
|
$805,374
0.47% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
17,904
shares
|
$797,623
0.32% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
17,591
shares
|
$783,679
0.24% of portfolio
|
Q2 2025
Added 26.48%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
16,948
shares
|
$755,033
0.03% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
16,911
shares
|
$753,385
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
16,181
shares
|
$720,863
0.18% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
15,960
shares
|
$711,018
0.02% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
15,633
shares
|
$696,450
0.01% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
15,430
shares
|
$687,406
0.03% of portfolio
|
Q2 2025
Added 233.26%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
15,091
shares
|
$672,304
0.12% of portfolio
|
Q2 2025
Reduced 45.98%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
14,011
shares
|
$624,190
0.21% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
13,817
shares
|
$615,547
0.02% of portfolio
|
Q2 2025
Added 35.81%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
13,748
shares
|
$612,473
0.11% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
13,351
shares
|
$594,787
0.07% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
12,976
shares
|
$578,080
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
12,759
shares
|
$568,413
0.11% of portfolio
|
Q2 2025
Added 82.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
12,549
shares
|
$559,057
0.01% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,503
shares
|
$557,008
0.01% of portfolio
|
Q2 2025
Added 115.98%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
12,231
shares
|
$544,891
0.03% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
12,081
shares
|
$538,208
0.27% of portfolio
|
Q2 2025
Added 6.93%
|