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 183 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $785 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
1,595
shares
|
$69,414
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,404
shares
|
$61,102
0.0% of portfolio
|
Q1 2025
Reduced 27.29%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,329
shares
|
$57,838
0.04% of portfolio
|
Q1 2025
Added 25.14%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,254
shares
|
$54,574
0.05% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,003
shares
|
$43,650
0.0% of portfolio
|
Q1 2025
Reduced 76.38%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
909
shares
|
$39,559
0.0% of portfolio
|
Q1 2025
Added 77.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
528
shares
|
$22,978
0.0% of portfolio
|
Q1 2025
Reduced 98.76%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
520
shares
|
$22,630
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
502
shares
|
$21,847
0.01% of portfolio
|
Q2 2025
Reduced 28.69%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
500
shares
|
$21,760
0.01% of portfolio
|
Q1 2024
Reduced 19.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
461
shares
|
$20,062
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
332
shares
|
$14,448
0.0% of portfolio
|
Q1 2025
Reduced 67.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
320
shares
|
$13,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
313
shares
|
$13,621
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
275
shares
|
$11,968
0.0% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
262
shares
|
$11,402
0.0% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
209
shares
|
$9,095
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
201
shares
|
$8,747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
201
shares
|
$8,747
0.0% of portfolio
|
Q4 2022
Reduced 3.37%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
200
shares
|
$8,704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
199
shares
|
$8,660
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
150
shares
|
$6,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
137
shares
|
$5,962
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
74
shares
|
$3,220
0.0% of portfolio
|
Q2 2022
Reduced 98.38%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
73
shares
|
$3,176
0.0% of portfolio
|
Q4 2019
Reduced 90.83%
|