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 177 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 $743 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 |
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
11,682
shares
|
$509,802
0.04% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
11,650
shares
|
$508,406
0.06% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
10,932
shares
|
$477,072
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
10,352
shares
|
$451,761
0.0% of portfolio
|
Q2 2025
Reduced 24.78%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
10,190
shares
|
$444,691
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
9,776
shares
|
$426,624
0.05% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
9,767
shares
|
$426,231
0.11% of portfolio
|
Q2 2025
Added 59.64%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
9,127
shares
|
$398,302
0.33% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
9,070
shares
|
$395,814
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,886
shares
|
$387,785
0.01% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
8,696
shares
|
$379,493
0.09% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
8,115
shares
|
$354,138
0.08% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
8,064
shares
|
$351,912
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
7,895
shares
|
$344,537
0.05% of portfolio
|
Q2 2024
Reduced 15.43%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
7,749
shares
|
$338,166
0.06% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
7,657
shares
|
$334,151
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
7,558
shares
|
$329,831
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
7,290
shares
|
$318,135
0.03% of portfolio
|
Q2 2025
Reduced 92.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
7,268
shares
|
$317,175
0.04% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
7,206
shares
|
$314,469
0.01% of portfolio
|
Q2 2025
Added 26.44%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
7,057
shares
|
$307,967
0.04% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
6,881
shares
|
$300,286
0.03% of portfolio
|
Q2 2025
Reduced 60.03%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
6,847
shares
|
$298,803
0.15% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
6,657
shares
|
$290,511
0.05% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
6,591
shares
|
$287,631
0.03% of portfolio
|
Q2 2025
Added 1.14%
|