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 |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
329
shares
|
$14,127
0.01% of portfolio
|
Q3 2024
Reduced 65.94%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
313
shares
|
$13,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
308
shares
|
$13,225
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
269
shares
|
$11,550
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
256
shares
|
$10,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
222
shares
|
$9,532
0.0% of portfolio
|
Q1 2024
Reduced 18.98%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
218
shares
|
$9,360
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
201
shares
|
$8,630
0.0% of portfolio
|
Q4 2022
Reduced 3.37%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
156
shares
|
$6,698
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
137
shares
|
$5,882
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
135
shares
|
$5,796
0.0% of portfolio
|
Q3 2024
Reduced 73.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
120
shares
|
$5,152
0.0% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
77
shares
|
$3,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
74
shares
|
$3,177
0.0% of portfolio
|
Q2 2022
Reduced 98.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
73
shares
|
$3,134
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
73
shares
|
$3,134
0.0% of portfolio
|
Q4 2019
Reduced 90.83%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
57
shares
|
$2,447
0.22% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
20
shares
|
$858
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
11
shares
|
$472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
8
shares
|
$343
0.0% of portfolio
|
Q2 2024
New holding
|