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 183 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $704 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,697
shares
|
$251,237
0.37% of portfolio
|
Q4 2022
Added 7.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
5,466
shares
|
$241,050
0.0% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
5,364
shares
|
$236,552
0.08% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
5,364
shares
|
$236,552
0.01% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 23, 2026 Q4 2025 |
5,348
shares
|
$235,846
0.08% of portfolio
|
Q4 2025
Reduced 65.8%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
5,243
shares
|
$231,216
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
5,163
shares
|
$227,688
0.01% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
5,134
shares
|
$226,409
0.03% of portfolio
|
Q3 2025
Reduced 27.25%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
5,103
shares
|
$225,042
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
5,081
shares
|
$224,072
0.23% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
5,006
shares
|
$220,764
0.12% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,960
shares
|
$218,736
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
4,755
shares
|
$209,695
0.13% of portfolio
|
Q3 2025
Reduced 74.64%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
4,707
shares
|
$207,578
0.03% of portfolio
|
Q4 2025
Reduced 22.51%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
4,634
shares
|
$204,359
0.04% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
4,593
shares
|
$202,551
0.08% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
3,719
shares
|
$164,007
0.0% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
3,627
shares
|
$159,950
0.1% of portfolio
|
Q2 2024
Reduced 37.76%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
3,334
shares
|
$147,029
0.0% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
3,061
shares
|
$134,990
0.05% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
2,057
shares
|
$90,713
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2,006
shares
|
$88,464
0.0% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,847
shares
|
$81,452
0.0% of portfolio
|
Q3 2025
Added 84.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,832
shares
|
$80,791
0.0% of portfolio
|
Q2 2025
Added 30.48%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,651
shares
|
$72,809
0.04% of portfolio
|
Q3 2025
Added 8.12%
|
|