Wisdomtree Yield Enhanced USAGGYETF
13F holders, Q2 2024 (June 30)151holders −3
14new positions
16sold out
$42.96avg. 13F price*
At the end of Q2 2024, 151 institutions reported holding Wisdomtree Yield Enhanced US (AGGY) in their 13F filings, down 3 from Q1 2024. 14 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($174.7M), LPL Financial LLC ($52.3M) and Cwm, LLC ($48.6M).
- Company
- Wisdomtree Yield Enhanced US
- CUSIP
- 97717X511
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.0M |
| Exits | 16 | $13.0M |
All 13F filers, Q1 2024 → Q2 2024: 903,068 shares bought and 2,122,372 shares sold, net −1,219,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| Bank of America Corp. | 0.02% | Add +2.2% | 4,065,779 | $174.7M |
| LPL Financial LLC | 0.03% | Reduce -0.4% | 1,217,729 | $52.3M |
| Cwm, LLC | 0.23% | Reduce -2.8% | 1,130,828 | $48.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.3% | 975,091 | $41.9M |
| UBS Group AG | 0.01% | Add +5.2% | 906,531 | $38.9M |
| Mercer Global Advisors Inc. | 0.10% | Add +14.8% | 867,603 | $37.3M |
| SimpliFi, Inc. | 16.69% | Reduce -4.7% | 841,265 | $36.1M |
| Savant Capital, LLC | 0.32% | Reduce -7.7% | 752,251 | $32.3M |
| Trilogy Capital Inc. | 1.74% | Add +5.2% | 748,035 | $32.1M |
| HighTower Advisors, LLC | 0.05% | Add +2.1% | 692,463 | $29.7M |
| Prestige Wealth Management Group LLC | 5.41% | Reduce -2.9% | 582,481 | $25.0M |
| Private Advisor Group, LLC | 0.15% | Reduce -3.3% | 531,789 | $22.8M |
| First Foundation Advisors | 0.68% | Add +4.3% | 414,334 | $17.8M |
| Symphony Financial, Ltd. Co. | 2.64% | Add +8.7% | 335,278 | $14.5M |
| Morgan Stanley | 0.00% | Reduce -36.1% | 331,102 | $14.2M |
| Schwallier Wealth Management LLC | 8.41% | Add +6.7% | 240,950 | $10.4M |
| Invenio Wealth Partners LLC | 4.64% | Add +12.4% | 218,036 | $9.4M |
| AE Wealth Management LLC | 0.09% | Add +1.1% | 217,656 | $9.4M |
| Smartleaf Asset Management LLC | 1.38% | Add +2.9% | 195,085 | $8.4M |
| Atria Investments, Inc | 0.10% | Add +4.3% | 182,794 | $7.9M |
| Grey Ledge Advisors, LLC | 1.75% | Add +24.5% | 149,281 | $6.4M |
| Insight Advisors, LLC/ PA | 1.05% | Add +58.3% | 134,101 | $5.8M |
| Raymond James & Associates | 0.00% | Add +5.9% | 131,992 | $5.7M |
| Stifel Financial Corp. | 0.01% | Reduce -2.7% | 123,529 | $5.3M |
| RFG Advisory, LLC | 0.17% | Add +9.2% | 120,590 | $5.2M |
| Freedom Investment Management, Inc. | 0.42% | Reduce -3.5% | 120,135 | $5.2M |
| Waverly Advisors, LLC | 0.09% | Add +16.2% | 110,953 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.7% | 105,316 | $4.5M |
| Bluespring Wealth Management, LLC | 0.47% | Reduce -5.5% | 102,661 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +5.3% | 83,828 | $3.6M |
| Oxinas Partners, LLC | 2.34% | Add +45.1% | 81,890 | $3.5M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +48.5% | 75,120 | $3.2M |
| Captrust Financial Advisors | 0.01% | Add +6.3% | 72,901 | $3.1M |
| American Financial & Tax Strategies Inc. | 1.60% | Reduce -0.2% | 70,842 | $3.0M |
| WealthPLAN Partners, LLC | 0.32% | Add +0.6% | 70,083 | $3.0M |
| Jane Street Group, LLC | 0.00% | Reduce -72.8% | 61,661 | $2.6M |
| Ascentis Independent Advisors | 0.52% | — | 58,007 | $2.5M |
| Financial Planning & Information Services, Inc. | 0.38% | Reduce -2.7% | 57,167 | $2.5M |
| My Legacy Advisors, LLC | 0.75% | Reduce -18.2% | 54,306 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +47.6% | 52,471 | $2.3M |
| Beacon Financial Group | 0.25% | Add +42.4% | 50,869 | $2.2M |
| Opal Wealth Advisors, LLC | 0.69% | Reduce -0.9% | 50,222 | $2.2M |
| Sharper & Granite LLC | 1.02% | Reduce -2.0% | 49,652 | $2.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.2% | 48,244 | $2.1M |
| Lanark Financial, Inc. | 0.19% | Add +12.8% | 47,804 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +2.4% | 46,519 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 42,943 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | New | 41,018 | $1.8M |
| Goldstone Financial Group, LLC | 0.32% | Add +28.1% | 36,860 | $1.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +1.8% | 36,216 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +10.2% | 35,414 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.1% | 34,761 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +82.3% | 33,782 | $1.5M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +1.1% | 30,165 | $1.3M |
| Centennial Wealth Advisory LLC | 0.54% | Add +6.0% | 29,231 | $1.3M |
| Mariner, LLC | 0.00% | New | 28,580 | $1.2M |
| David Kennon Inc | 0.49% | Reduce -2.3% | 27,169 | $1.2M |
| Independent Wealth Network Inc. | 0.50% | Reduce -5.7% | 24,897 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.8% | 22,112 | $950K |
| Betterment LLC | 0.00% | Add +8.8% | 21,740 | $934K |
| JT Stratford LLC | 0.17% | Add +7.1% | 21,397 | $919K |
| Worth Asset Management, LLC | 0.51% | New | 19,859 | $853K |
| Harbour Investments, Inc. | 0.03% | Add +26.2% | 18,294 | $786K |
| Trinity Wealth Management, LLC | 0.36% | Add +19.0% | 17,020 | $731K |
| Park Avenue Securities LLC | 0.01% | Add +35.0% | 15,857 | $681K |
| Creative Planning | 0.00% | Add +10.7% | 15,439 | $663K |
| Ameriprise Financial Inc. | 0.00% | New | 14,912 | $641K |
| Pinnacle Financial Group, LLC / IL | 0.26% | No change | 14,029 | $603K |
| Western Wealth Management, LLC | 0.04% | Reduce -0.1% | 13,648 | $586K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +1.1% | 12,527 | $538K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -4.2% | 12,303 | $529K |
| Winch Advisory Services, LLC | 0.15% | Add +20.8% | 12,159 | $522K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +15.9% | 12,145 | $522K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -10.9% | 11,703 | $503K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.9% | 11,594 | $498K |
| Sanctuary Advisors, LLC | 0.00% | — | 11,788 | $497K |
| Intrua Financial, LLC | 0.08% | Reduce -1.8% | 10,970 | $471K |
| Larson Financial Group LLC | 0.03% | Add +73033.3% | 10,970 | $471K |
| United Advisor Group, LLC | 0.14% | Reduce -13.7% | 10,796 | $464K |
| Gateway Wealth Partners, LLC | 0.14% | Reduce -0.9% | 10,669 | $458K |
| SMI Advisory Services, LLC | 0.11% | Reduce -11.1% | 10,578 | $458K |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.1% | 10,643 | $457K |
| NewSquare Capital LLC | 0.04% | Add +2.5% | 10,500 | $451K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.5% | 10,454 | $449K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +3.0% | 10,093 | $434K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -9.9% | 9,352 | $402K |
| McNamara Financial Services, Inc. | 0.08% | Reduce -1.3% | 9,321 | $400K |
| Alterna Wealth Management, Inc. | 0.32% | Add +62.0% | 8,423 | $362K |
| REAP Financial Group, LLC | 0.10% | Reduce -8.1% | 8,249 | $354K |
| CVA Family Office, LLC | 0.06% | Reduce -15.4% | 7,895 | $339K |
| Obsidian Personal Planning Solutions LLC | 0.20% | Add +0.6% | 7,660 | $329K |
| Creative Financial Designs Inc. | 0.03% | Reduce -5.5% | 7,657 | $329K |
| Beacon Financial Advisory LLC | 0.12% | New | 7,475 | $321K |
| CoreCap Advisors, LLC | 0.03% | Reduce -5.9% | 7,445 | $320K |
| Quadcap Wealth Management, LLC | 0.06% | No change | 7,316 | $314K |
| Meridian Financial Advisors, LLC | 0.22% | Add +2.3% | 7,089 | $305K |
| Maripau Wealth Management LLC | 0.20% | Reduce -16.0% | 6,911 | $297K |
| Team Financial Group, LLC | 0.18% | Add +1.0% | 6,688 | $287K |
| Blue Zone Wealth Advisors, LLC | 0.09% | No change | 6,329 | $272K |
| James Investment Research, Inc. | 0.03% | Add +24.1% | 6,324 | $272K |
| Perennial Advisors, LLC | 0.06% | No change | 6,005 | $258K |
| Merit Financial Group, LLC | 0.01% | Add +0.2% | 5,798 | $249K |
| Gradient Investments LLC | 0.01% | New | 5,716 | $246K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -96.8% | 5,308 | $228K |
| Simplicity Wealth,LLC | 0.01% | New | 5,280 | $227K |
| Acorn Financial Advisory Services Inc. | 0.04% | Add +8.6% | 5,241 | $225K |
| Oliver Luxxe Assets LLC | 0.05% | New | 5,061 | $217K |
| IHT Wealth Management, LLC | 0.01% | Reduce -26.0% | 5,054 | $217K |
| HF Advisory Group, LLC | 0.11% | Add +4.8% | 5,055 | $217K |
| Verdence Capital Advisors LLC | 0.02% | Add +1.1% | 5,031 | $216K |
| GM Advisory Group, LLC | 0.01% | New | 4,983 | $214K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -99.5% | 4,878 | $210K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -10.7% | 4,754 | $204K |
| Comerica Bank | 0.00% | Add +7.5% | 4,006 | $172K |
| Jones Financial Companies LLLP | 0.00% | New | 3,673 | $158K |
| Frazier Financial Advisors, LLC | 0.12% | Reduce -37.8% | 3,627 | $156K |
| Realta Investment Advisors | 0.03% | Reduce -18.0% | 3,305 | $142K |
| Breakwater Investment Management | 0.06% | New | 3,128 | $134K |
| Citigroup Inc. | 0.00% | Add +82.0% | 3,051 | $131K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.2% | 2,994 | $129K |
| Royal Bank of Canada | 0.00% | Reduce -46.6% | 2,905 | $125K |
| Avior Wealth Management, LLC | 0.00% | Reduce -34.5% | 2,192 | $94K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 2,057 | $88K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -58.3% | 1,145 | $49K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +0.4% | 966 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 928 | $40K |
| Allworth Financial LP | 0.00% | No change | 912 | $40K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -17.4% | 788 | $33K |
| LGT Financial Advisors LLC | 0.07% | No change | 746 | $32K |
| FMR LLC | 0.00% | Add +18375.0% | 739 | $32K |
| Covestor Ltd | 0.02% | Add +10.8% | 613 | $26K |
| Clear Point Advisors Inc. | 0.02% | Add +0.4% | 527 | $23K |
| Tidemark, LLC | 0.01% | No change | 500 | $21K |
| Sound Income Strategies, LLC | 0.00% | No change | 500 | $21K |
| Tucker Asset Management LLC | 0.00% | Add +0.2% | 458 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 403 | $17K |
| Private Trust Co. NA | 0.00% | Reduce -56.0% | 339 | $15K |
| International Assets Investment Management, LLC | 0.00% | New | 338 | $15K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 266 | $11K |
| IFP Advisors, Inc | 0.00% | No change | 222 | $10K |
| WR Wealth Planners, LLC | 0.00% | No change | 218 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 201 | $9K |
| Key Financial Inc | 0.00% | No change | 137 | $6K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 120 | $5K |
| US Bancorp \de | 0.00% | New | 73 | $3K |
| Creekmur Asset Management LLC | 0.00% | Reduce -31.9% | 32 | $1K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 23 | $989 |
| Continuum Advisory, LLC | 0.00% | No change | 20 | $859 |
| Triad Wealth Partners, LLC | 0.00% | New | 10 | $430 |
| BNP Paribas Financial Markets | 0.00% | Reduce -66.7% | 3 | $129 |
| Hantz Financial Services, Inc. | 0.00% | No change | 8 | $0 |
"% of holder's portfolio" is AGGY's weight in each manager's 13F, not the share of Wisdomtree Yield Enhanced US the manager owns.