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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
16,019
shares
|
$687,054
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
15,615
shares
|
$669,727
0.04% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
15,421
shares
|
$661,406
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
14,187
shares
|
$608,480
0.35% of portfolio
|
Q4 2024
Reduced 30.94%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
14,041
shares
|
$602,218
0.12% of portfolio
|
Q1 2023
Reduced 0.92%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
14,029
shares
|
$601,703
0.25% of portfolio
|
Q1 2024
Reduced 5.05%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,666
shares
|
$586,134
0.04% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
12,765
shares
|
$547,490
0.21% of portfolio
|
Q3 2024
Added 70.77%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
12,660
shares
|
$542,987
0.03% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
12,450
shares
|
$533,980
0.0% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
12,329
shares
|
$528,790
0.08% of portfolio
|
Q3 2024
Added 22.15%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
11,607
shares
|
$497,824
0.07% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,593
shares
|
$497,223
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
10,861
shares
|
$465,828
0.13% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
10,831
shares
|
$464,541
0.11% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
10,780
shares
|
$462,354
0.03% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
10,695
shares
|
$458,708
0.12% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
10,463
shares
|
$448,758
0.04% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
10,457
shares
|
$448,500
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
9,878
shares
|
$423,667
0.06% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
9,070
shares
|
$389,012
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
8,998
shares
|
$385,924
0.08% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
8,471
shares
|
$363,321
0.08% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
8,423
shares
|
$361,262
0.35% of portfolio
|
Q2 2024
Added 61.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,312
shares
|
$356,501
0.01% of portfolio
|
Q3 2024
Added 64.46%
|