Institutional Ownership Wisdomtree Yield Enhanced U.S. (AGGY)

AGGY Quotes by TradingView

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 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $755 Million.

Holding Report Date shares Held Holding Value (Reported) Last Trade Trade History
Zrc Wealth Management, LLC

Santa Rosa, CA

 		Jul 08, 2025 Q2 2025
0
shares
$0 0.0% of portfolio
Q2 2025 Closed

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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