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 171 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $882 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
9,070
shares
|
$389,465
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
8,637
shares
|
$370,872
0.08% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
8,571
shares
|
$368,038
0.09% of portfolio
|
Q4 2024
Added 37.66%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,312
shares
|
$356,917
0.01% of portfolio
|
Q3 2024
Added 64.46%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
8,116
shares
|
$348,501
0.04% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
7,895
shares
|
$339,011
0.05% of portfolio
|
Q2 2024
Reduced 15.43%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
7,801
shares
|
$334,974
0.08% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
7,315
shares
|
$314,106
0.22% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
7,097
shares
|
$304,745
0.05% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
7,060
shares
|
$303,156
0.03% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
6,843
shares
|
$293,838
0.03% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,762
shares
|
$290,360
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
6,603
shares
|
$283,532
0.0% of portfolio
|
Q3 2024
Added 79.77%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
6,569
shares
|
$282,072
0.16% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,553
shares
|
$281,385
0.1% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
6,005
shares
|
$257,854
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,894
shares
|
$253,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,861
shares
|
$251,671
0.0% of portfolio
|
Q3 2024
Reduced 85.71%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,697
shares
|
$244,629
0.37% of portfolio
|
Q4 2022
Added 7.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
5,628
shares
|
$241,666
0.0% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
5,360
shares
|
$230,158
0.11% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,328
shares
|
$228,784
0.01% of portfolio
|
Q3 2024
Reduced 28.44%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,285
shares
|
$226,937
0.01% of portfolio
|
Q4 2024
Added 361.57%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
5,265
shares
|
$226,079
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
5,241
shares
|
$225,048
0.05% of portfolio
|
Q2 2024
Added 8.6%
|