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 |
|---|---|---|---|---|---|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
5,192
shares
|
$222,944
0.1% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
5,084
shares
|
$218,306
0.02% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
5,018
shares
|
$215,472
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
4,924
shares
|
$211,436
0.11% of portfolio
|
Q3 2024
Reduced 35.72%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,618
shares
|
$198,296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,527
shares
|
$194,389
0.0% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,006
shares
|
$172,017
0.0% of portfolio
|
Q2 2024
Added 7.51%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,627
shares
|
$155,743
0.13% of portfolio
|
Q2 2024
Reduced 37.76%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
3,508
shares
|
$150,633
0.0% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
3,128
shares
|
$134,316
0.06% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,961
shares
|
$127,145
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,881
shares
|
$123,710
0.01% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,601
shares
|
$111,686
0.0% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,507
shares
|
$107,650
0.0% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,321
shares
|
$99,663
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,057
shares
|
$88,327
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,060
shares
|
$45,516
0.0% of portfolio
|
Q3 2024
Added 163.03%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,015
shares
|
$43,584
0.0% of portfolio
|
Q4 2024
Added 116.42%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
756
shares
|
$32,462
0.03% of portfolio
|
Q3 2024
Added 43.45%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
662
shares
|
$28,426
0.02% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
520
shares
|
$22,328
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
500
shares
|
$21,470
0.01% of portfolio
|
Q1 2024
Reduced 19.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
458
shares
|
$19,666
0.0% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
334
shares
|
$14,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
334
shares
|
$14,341
0.0% of portfolio
|
Q3 2024
New holding
|