Purchases and Sales Made in Q2 2025 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q2 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE YIELD ENHANCED U.S..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
234KNew |
$9.96M - $10.2M
|
234K
$10.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
137K+ 149.86% |
$5.84M - $6.01M
|
229K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
65.9K+ 16.14% |
$2.8M - $2.88M
|
474K
$20.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.5K+ 231.56% |
$2.66M - $2.73M
|
89.5K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46K+ 69.18% |
$1.96M - $2.01M
|
113K
$4.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
38.1KNew |
$1.62M - $1.66M
|
38.1K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37.5K+ 16.93% |
$1.59M - $1.64M
|
259K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.3K+ 3.6% |
$1.29M - $1.32M
|
870K
$38M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.4K+ 20.29% |
$1.21M - $1.24M
|
169K
$7.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9K+ 9.99% |
$592K - $608K
|
153K
$6.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 35.63% |
$516K - $531K
|
46.2K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
10.9KNew |
$465K - $478K
|
10.9K
$477K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.8K+ 233.26% |
$459K - $472K
|
15.4K
$673K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.98K+ 24.64% |
$424K - $436K
|
50.5K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.06KNew |
$343K - $352K
|
8.06K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.87K+ 14.09% |
$334K - $344K
|
63.7K
$2.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.56KNew |
$321K - $330K
|
7.56K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.4K+ 3.52% |
$314K - $323K
|
218K
$9.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.21K+ 5.73% |
$307K - $315K
|
133K
$5.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.71K+ 115.98% |
$285K - $293K
|
12.5K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.49K+ 43.35% |
$276K - $283K
|
21.4K
$936K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
6.45K+ 46.91% |
$274K - $282K
|
20.2K
$882K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5.75K+ 82.01% |
$244K - $251K
|
12.8K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.27K+ 13.0% |
$224K - $230K
|
45.8K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.86K+ 3.49% |
$207K - $212K
|
144K
$6.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.08K+ 1.97% |
$173K - $178K
|
211K
$9.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.68K+ 26.48% |
$157K - $161K
|
17.6K
$768K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.65K+ 59.64% |
$155K - $159K
|
9.77K
$426K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.64K+ 35.81% |
$155K - $159K
|
13.8K
$603K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.15K+ 11.33% |
$134K - $138K
|
30.9K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.45K+ 2.61% |
$104K - $107K
|
96.3K
$4.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
2.31K+ 0.53% |
$98.3K - $101K
|
440K
$19.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.11K+ 2.65% |
$89.6K - $92.1K
|
81.5K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.01K+ 2.69% |
$85.3K - $87.7K
|
76.7K
$3.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.91K+ 210.34% |
$81.3K - $83.6K
|
2.82K
$123K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.51K+ 26.44% |
$64.1K - $65.9K
|
7.21K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.05K+ 8.3% |
$44.8K - $46.1K
|
13.7K
$600K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
783+ 6.93% |
$33.3K - $34.2K
|
12.1K
$527K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
752+ 4.64% |
$32K - $32.9K
|
16.9K
$740K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
559+ 1.67% |
$23.8K - $24.4K
|
34.1K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
517+ 1.6% |
$22K - $22.6K
|
32.9K
$1.43M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
492+ 5.3% |
$20.9K - $21.5K
|
9.78K
$427K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
461+ 0.95% |
$19.6K - $20.1K
|
49K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
428+ 30.48% |
$18.2K - $18.7K
|
1.83K
$79.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
418+ 17.4% |
$17.8K - $18.3K
|
2.82K
$123K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
346+ 3.05% |
$14.7K - $15.1K
|
11.7K
$510K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
343+ 19.68% |
$14.6K - $15K
|
2.09K
$91K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
276+ 0.9% |
$11.7K - $12.1K
|
31K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
239+ 1.35% |
$10.2K - $10.4K
|
17.9K
$781K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
214+ 156.2% |
$9.1K - $9.35K
|
351
$15.3K
|