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 186 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $844 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,871,361
shares
|
$124 Million
0.01% of portfolio
|
Q4 2024
Reduced 29.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,236,251
shares
|
$53.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,182,837
shares
|
$51.2 Million
0.2% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,090,482
shares
|
$47.2 Million
0.12% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
942,193
shares
|
$40.8 Million
2.19% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
941,628
shares
|
$40.7 Million
0.01% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
762,651
shares
|
$33 Million
0.05% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
716,803
shares
|
$31 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
668,440
shares
|
$28.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 38.98%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
604,457
shares
|
$26.1 Million
5.69% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
495,594
shares
|
$21.4 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
467,123
shares
|
$20.2 Million
0.77% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
437,346
shares
|
$18.9 Million
10.93% of portfolio
|
Q1 2025
Reduced 49.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
399,227
shares
|
$17.3 Million
0.0% of portfolio
|
Q4 2024
Added 52.75%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
360,130
shares
|
$15.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
265,570
shares
|
$11.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
259,106
shares
|
$11.2 Million
8.46% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
256,296
shares
|
$11.1 Million
4.61% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
221,686
shares
|
$9.59 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
210,955
shares
|
$9.13 Million
0.92% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
207,608
shares
|
$8.98 Million
2.5% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
206,842
shares
|
$8.95 Million
2.49% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
172,164
shares
|
$7.45 Million
0.0% of portfolio
|
Q3 2024
Added 30.44%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
160,836
shares
|
$6.96 Million
7.1% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
157,063
shares
|
$6.79 Million
2.75% of portfolio
|
Q1 2025
Added 8.01%
|