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 |
|---|---|---|---|---|---|
|
Smi Advisory Services, LLC
Columbus, IN |
Apr 10, 2025 Q1 2025 |
11,298
shares
|
$491,575
0.26% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
10,887
shares
|
$473,693
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
10,179
shares
|
$442,888
0.02% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,174
shares
|
$442,670
0.01% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
9,440
shares
|
$410,734
0.32% of portfolio
|
Q1 2025
Reduced 53.41%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
9,284
shares
|
$403,946
0.05% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
9,122
shares
|
$396,898
0.1% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
9,070
shares
|
$394,635
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,886
shares
|
$386,629
0.01% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
8,730
shares
|
$379,842
0.09% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
8,428
shares
|
$366,702
0.0% of portfolio
|
Q1 2025
Reduced 36.01%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
8,001
shares
|
$348,123
0.07% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
7,898
shares
|
$343,641
0.08% of portfolio
|
Q1 2025
Reduced 16.92%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
7,895
shares
|
$343,511
0.05% of portfolio
|
Q2 2024
Reduced 15.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
7,646
shares
|
$332,677
0.02% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
7,507
shares
|
$326,629
0.05% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
7,057
shares
|
$307,050
0.04% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
7,010
shares
|
$305,005
0.07% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
7,004
shares
|
$304,744
0.18% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
6,881
shares
|
$299,392
0.03% of portfolio
|
Q2 2025
Reduced 60.03%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
6,645
shares
|
$289,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
6,638
shares
|
$288,819
0.02% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
6,517
shares
|
$283,554
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
6,505
shares
|
$283,032
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,349
shares
|
$276,244
0.01% of portfolio
|
Q1 2025
Added 1.44%
|