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 |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,527
shares
|
$68,027
0.04% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,254
shares
|
$55,865
0.05% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,003
shares
|
$44,683
0.0% of portfolio
|
Q1 2025
Reduced 76.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
528
shares
|
$23,522
0.0% of portfolio
|
Q1 2025
Reduced 98.76%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
520
shares
|
$23,166
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
502
shares
|
$22,364
0.01% of portfolio
|
Q2 2025
Reduced 28.69%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
500
shares
|
$22,275
0.01% of portfolio
|
Q1 2024
Reduced 19.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
461
shares
|
$20,537
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
405
shares
|
$18,042
0.01% of portfolio
|
Q4 2024
Added 175.06%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
351
shares
|
$15,637
0.0% of portfolio
|
Q2 2025
Added 156.2%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
332
shares
|
$14,790
0.0% of portfolio
|
Q1 2025
Reduced 67.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
278
shares
|
$12,384
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
262
shares
|
$11,672
0.0% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
209
shares
|
$9,310
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
201
shares
|
$8,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
201
shares
|
$8,954
0.0% of portfolio
|
Q4 2022
Reduced 3.37%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$8,910
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
199
shares
|
$8,865
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
134
shares
|
$5,969
0.0% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
83
shares
|
$3,697
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
74
shares
|
$3,296
0.0% of portfolio
|
Q2 2022
Reduced 98.38%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
73
shares
|
$3,252
0.0% of portfolio
|
Q4 2019
Reduced 90.83%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
49
shares
|
$2,182
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
11
shares
|
$490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
10
shares
|
$445
0.01% of portfolio
|
Q1 2025
New holding
|