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 182 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $699 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
1,254
shares
|
$55,301
0.04% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,121
shares
|
$49,436
0.02% of portfolio
|
Q3 2025
Added 176.79%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,114
shares
|
$49,127
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,061
shares
|
$46,790
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
793
shares
|
$34,971
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
528
shares
|
$23,284
0.0% of portfolio
|
Q1 2025
Reduced 98.76%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
520
shares
|
$22,932
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
500
shares
|
$22,050
0.01% of portfolio
|
Q1 2024
Reduced 19.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
461
shares
|
$20,330
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
351
shares
|
$15,479
0.0% of portfolio
|
Q2 2025
Added 156.2%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
332
shares
|
$14,641
0.0% of portfolio
|
Q1 2025
Reduced 67.29%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
300
shares
|
$13,230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
286
shares
|
$12,612
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
281
shares
|
$12,392
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
262
shares
|
$11,554
0.0% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
212
shares
|
$9,349
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
201
shares
|
$8,864
0.0% of portfolio
|
Q4 2022
Reduced 3.37%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$8,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
200
shares
|
$8,820
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
190
shares
|
$8,379
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
163
shares
|
$7,188
0.01% of portfolio
|
Q3 2025
Reduced 89.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
160
shares
|
$7,056
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
135
shares
|
$5,953
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
74
shares
|
$3,263
0.0% of portfolio
|
Q2 2022
Reduced 98.38%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
73
shares
|
$3,219
0.0% of portfolio
|
Q4 2019
Reduced 90.83%
|
|