Wisdomtree Yield Enhanced USAGGYETF
13F holders, Q1 2024 (March 31)154holders
2famous investors
$43.39avg. 13F price*
At the end of Q1 2024, 154 institutions reported holding Wisdomtree Yield Enhanced US (AGGY) in their 13F filings. The largest holders were Bank of America Corp. ($172.7M), LPL Financial LLC ($53.1M) and Cwm, LLC ($50.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Wisdomtree Yield Enhanced US
- CUSIP
- 97717X511
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $42.9M |
| Exits | 15 | $3.7M |
Ownership 154 holders
| Bank of America Corp. | 0.02% | Add +8.9% | 3,979,421 | $172.7M |
| LPL Financial LLC | 0.03% | Reduce -14.8% | 1,222,493 | $53.1M |
| Cwm, LLC | 0.25% | Add +2.3% | 1,162,808 | $50.5M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +42.5% | 1,073,547 | $46.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +22.5% | 884,023 | $38.4M |
| SimpliFi, Inc. | 17.52% | Add +2.3% | 882,857 | $38.3M |
| UBS Group AG | 0.01% | Add +15.1% | 861,720 | $37.4M |
| Savant Capital, LLC | 0.41% | Reduce -5.8% | 814,764 | $35.4M |
| Mercer Global Advisors Inc. | 0.09% | Add +34.3% | 755,659 | $32.8M |
| Trilogy Capital Inc. | 1.78% | Add +2.1% | 711,070 | $30.9M |
| HighTower Advisors, LLC | 0.05% | New | 678,450 | $29.5M |
| Prestige Wealth Management Group LLC | 5.62% | Add +11.5% | 600,023 | $26.0M |
| Private Advisor Group, LLC | 0.17% | Reduce -1.8% | 550,064 | $23.9M |
| Morgan Stanley | 0.00% | Add +23.1% | 518,305 | $22.5M |
| First Foundation Advisors | 0.69% | Add +41.7% | 397,460 | $17.2M |
| Symphony Financial, Ltd. Co. | 3.12% | Add +15.8% | 308,473 | $13.4M |
| Jane Street Group, LLC | 0.01% | Add +269.4% | 226,669 | $9.8M |
| Schwallier Wealth Management LLC | 7.90% | Reduce -15.3% | 225,811 | $9.8M |
| AE Wealth Management LLC | 0.11% | Reduce -70.5% | 215,183 | $9.3M |
| Invenio Wealth Partners LLC | 4.54% | Add +49.0% | 193,909 | $8.4M |
| Smartleaf Asset Management LLC | 1.59% | Add +27.1% | 189,569 | $8.2M |
| Atria Investments, Inc | 0.10% | Add +14.4% | 175,339 | $7.6M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -5.2% | 163,139 | $7.1M |
| Citadel Advisors | 0.01% | New | 132,798 | $5.8M |
| Stifel Financial Corp. | 0.01% | Add +249.4% | 126,959 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -14.6% | 124,609 | $5.4M |
| Freedom Investment Management, Inc. | 0.43% | Reduce -10.0% | 124,520 | $5.4M |
| Grey Ledge Advisors, LLC | 1.46% | Add +718.6% | 119,913 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Add +45.6% | 117,935 | $5.1M |
| RFG Advisory, LLC | 0.16% | Add +7.4% | 110,393 | $4.8M |
| Bluespring Wealth Management, LLC | 0.52% | Reduce -5.3% | 108,646 | $4.7M |
| KLR Investment Advisors, LLC | 3.08% | Reduce -11.4% | 100,552 | $4.3M |
| Waverly Advisors, LLC | 0.10% | New | 95,467 | $4.1M |
| Insight Advisors, LLC/ PA | 0.71% | Add +270.0% | 84,694 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -4.9% | 79,623 | $3.5M |
| American Financial & Tax Strategies Inc. | 1.65% | Reduce -0.5% | 71,014 | $3.1M |
| WealthPLAN Partners, LLC | 0.31% | Add +0.5% | 69,686 | $3.0M |
| Captrust Financial Advisors | 0.01% | Reduce -7.0% | 68,600 | $3.0M |
| My Legacy Advisors, LLC | 0.97% | Reduce -10.3% | 66,401 | $2.9M |
| Financial Planning & Information Services, Inc. | 0.38% | Add +11.4% | 58,776 | $2.6M |
| Oxinas Partners, LLC | 1.59% | Add +17.4% | 56,429 | $2.4M |
| Opal Wealth Advisors, LLC | 0.75% | Reduce -0.1% | 50,692 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +455.7% | 50,578 | $2.2M |
| Sharper & Granite LLC | 1.05% | Add +11.9% | 50,677 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -57.0% | 49,350 | $2.1M |
| Mutual Advisors, LLC | 0.07% | Add +52.6% | 47,860 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +5.4% | 45,412 | $2.0M |
| Lanark Financial, Inc. | 0.17% | Add +63.7% | 42,382 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +326.9% | 42,166 | $1.8M |
| Beacon Financial Group | 0.18% | Add +482.1% | 35,714 | $1.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -55.6% | 35,564 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +23.1% | 35,552 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -21.3% | 34,717 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.2% | 32,129 | $1.4M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +2.7% | 29,846 | $1.3M |
| Goldstone Financial Group, LLC | 0.29% | Add +21.4% | 28,774 | $1.2M |
| David Kennon Inc | 0.52% | Reduce -4.2% | 27,802 | $1.2M |
| Centennial Wealth Advisory LLC | 0.55% | Add +15.3% | 27,589 | $1.2M |
| Independent Wealth Network Inc. | 0.54% | Add +0.9% | 26,412 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -23.9% | 26,300 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 23,928 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 22,507 | $977K |
| Betterment LLC | 0.00% | Add +6.2% | 19,972 | $867K |
| JT Stratford LLC | 0.17% | Add +46.4% | 19,971 | $867K |
| OneDigital Investment Advisors LLC | 0.01% | Add +70.8% | 18,532 | $804K |
| Old Mission Capital LLC | 0.02% | New | 15,689 | $681K |
| Harbour Investments, Inc. | 0.02% | Add +99.5% | 14,500 | $629K |
| Trinity Wealth Management, LLC | 0.32% | Reduce -20.9% | 14,298 | $621K |
| Pinnacle Financial Group, LLC / IL | 0.27% | Reduce -5.0% | 14,029 | $609K |
| Creative Planning | 0.00% | Reduce -14.7% | 13,943 | $605K |
| Western Wealth Management, LLC | 0.05% | Reduce -5.0% | 13,657 | $593K |
| GPS Wealth Strategies Group, LLC | 0.09% | Reduce -17.4% | 13,133 | $570K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -1.3% | 12,842 | $557K |
| Claro Advisors Inc. | 0.10% | Add +1.8% | 12,749 | $553K |
| Signal Advisors Wealth, LLC | 0.14% | Add +28.3% | 12,686 | $551K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.6% | 12,586 | $546K |
| United Advisor Group, LLC | 0.20% | New | 12,516 | $543K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +1.0% | 12,394 | $538K |
| SMI Advisory Services, LLC | 0.14% | Add +90.9% | 11,899 | $512K |
| Park Avenue Securities LLC | 0.01% | Add +13.5% | 11,747 | $510K |
| Intrua Financial, LLC | 0.08% | Reduce -11.8% | 11,172 | $485K |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -2.6% | 10,768 | $467K |
| Global Retirement Partners, LLC | 0.02% | Add +3.4% | 10,509 | $456K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +31.7% | 10,479 | $455K |
| Walkner Condon Financial Advisors LLC | 0.10% | Add +0.4% | 10,385 | $451K |
| NewSquare Capital LLC | 0.04% | Add +66.9% | 10,240 | $444K |
| Winch Advisory Services, LLC | 0.13% | Add +33.8% | 10,067 | $437K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +44.4% | 9,797 | $425K |
| McNamara Financial Services, Inc. | 0.09% | Add +8.3% | 9,442 | $410K |
| CVA Family Office, LLC | 0.07% | Add +0.2% | 9,336 | $405K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 9,244 | $401K |
| REAP Financial Group, LLC | 0.11% | Reduce -3.6% | 8,980 | $390K |
| Equitable Holdings, Inc. | 0.00% | Reduce -98.5% | 8,435 | $366K |
| Maripau Wealth Management LLC | 0.27% | Reduce -3.5% | 8,231 | $357K |
| Creative Financial Designs Inc. | 0.03% | Add +26.6% | 8,107 | $352K |
| CoreCap Advisors, LLC | 0.02% | Add +37.0% | 7,912 | $343K |
| Cerity Partners LLC | 0.00% | Reduce -59.9% | 7,554 | $328K |
| Obsidian Personal Planning Solutions LLC | 0.21% | No change | 7,614 | $321K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -16.1% | 7,316 | $318K |
| Meridian Financial Advisors, LLC | 0.22% | Reduce -2.0% | 6,931 | $301K |
"% of holder's portfolio" is AGGY's weight in each manager's 13F, not the share of Wisdomtree Yield Enhanced US the manager owns.