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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
6,126
shares
|
$272,913
0.0% of portfolio
|
Q2 2025
Reduced 27.31%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
6,065
shares
|
$270,195
0.02% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
6,018
shares
|
$268,101
0.17% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,937
shares
|
$264,493
0.01% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,697
shares
|
$253,801
0.37% of portfolio
|
Q4 2022
Added 7.27%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
5,596
shares
|
$249,301
0.05% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
5,364
shares
|
$238,966
0.1% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
5,281
shares
|
$235,268
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
5,210
shares
|
$232,105
0.09% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
5,207
shares
|
$231,971
0.02% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,134
shares
|
$228,719
0.23% of portfolio
|
Q1 2025
Reduced 41.5%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
4,941
shares
|
$220,121
0.04% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
4,919
shares
|
$219,141
0.11% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
4,905
shares
|
$218,517
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
4,662
shares
|
$207,692
0.09% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
4,197
shares
|
$186,976
0.08% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
3,627
shares
|
$161,582
0.11% of portfolio
|
Q2 2024
Reduced 37.76%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,418
shares
|
$152,271
0.0% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
3,061
shares
|
$136,367
0.05% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,821
shares
|
$125,675
0.0% of portfolio
|
Q2 2025
Added 210.34%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,820
shares
|
$125,630
0.04% of portfolio
|
Q2 2025
Added 17.4%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2,086
shares
|
$92,931
0.0% of portfolio
|
Q2 2025
Added 19.68%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,057
shares
|
$91,639
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,832
shares
|
$81,615
0.0% of portfolio
|
Q2 2025
Added 30.48%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
1,595
shares
|
$71,057
0.09% of portfolio
|
Q1 2025
New holding
|