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 174 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $893 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
146,873
shares
|
$6.36 Million
6.73% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
145,409
shares
|
$6.3 Million
2.32% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
137,065
shares
|
$5.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
126,993
shares
|
$5.5 Million
0.09% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
124,481
shares
|
$5.39 Million
0.09% of portfolio
|
Q4 2024
Added 36.25%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
118,303
shares
|
$5.12 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
116,447
shares
|
$5.04 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
103,476
shares
|
$4.48 Million
2.72% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
100,552
shares
|
$4.36 Million
3.08% of portfolio
|
Q1 2024
Reduced 11.43%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
97,616
shares
|
$4.23 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
96,650
shares
|
$4.19 Million
0.47% of portfolio
|
Q4 2024
Reduced 46.17%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
91,043
shares
|
$3.94 Million
0.01% of portfolio
|
Q4 2024
Added 267.51%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
86,854
shares
|
$3.76 Million
0.44% of portfolio
|
Q4 2023
Added 13.65%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
86,272
shares
|
$3.74 Million
0.55% of portfolio
|
Q1 2023
Added 0.82%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
83,896
shares
|
$3.63 Million
1.52% of portfolio
|
Q3 2023
Added 114.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
81,630
shares
|
$3.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
78,660
shares
|
$3.41 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
77,564
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
76,990
shares
|
$3.34 Million
0.23% of portfolio
|
Q3 2022
Added 4.3%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
73,936
shares
|
$3.2 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
72,982
shares
|
$3.16 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
71,014
shares
|
$3.08 Million
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
69,529
shares
|
$3.01 Million
1.59% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
65,792
shares
|
$2.85 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
63,727
shares
|
$2.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|