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 181 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $700 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
10,329
shares
|
$455,508
0.01% of portfolio
|
Q3 2025
Added 36.66%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
10,046
shares
|
$443,028
0.02% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Westwood Wealth Management
|
Jan 20, 2026 Q4 2025 |
9,749
shares
|
$429,930
0.34% of portfolio
|
Q4 2025
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
9,749
shares
|
$429,930
0.32% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
9,639
shares
|
$425,079
0.07% of portfolio
|
Q3 2025
Reduced 36.13%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
9,078
shares
|
$400,339
0.09% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
9,070
shares
|
$399,987
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,473
shares
|
$373,659
0.01% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
8,446
shares
|
$372,468
0.32% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Retireful, LLC
|
Jan 15, 2026 Q4 2025 |
7,919
shares
|
$349,227
0.46% of portfolio
|
Q4 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
7,895
shares
|
$348,169
0.04% of portfolio
|
Q2 2024
Reduced 15.43%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
7,444
shares
|
$328,280
0.02% of portfolio
|
Q3 2025
Reduced 51.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
7,442
shares
|
$328,192
0.01% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
7,290
shares
|
$321,489
0.03% of portfolio
|
Q2 2025
Reduced 92.04%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
6,994
shares
|
$308,435
0.14% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
6,654
shares
|
$293,441
0.04% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
6,591
shares
|
$290,663
0.03% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
6,260
shares
|
$276,066
0.03% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,184
shares
|
$272,714
0.01% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
6,100
shares
|
$269,010
0.02% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
6,010
shares
|
$265,041
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,935
shares
|
$261,733
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,860
shares
|
$258,426
0.01% of portfolio
|
Q3 2025
Added 107.73%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
5,774
shares
|
$254,633
0.14% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
5,752
shares
|
$253,663
0.01% of portfolio
|
Q3 2025
New holding
|
|