Wisdomtree Yield Enhanced USAGGYETF
13F holders, Q3 2024 (September 30)153holders +2
20new positions
18sold out
1famous investor
$44.72avg. 13F price*
At the end of Q3 2024, 153 institutions reported holding Wisdomtree Yield Enhanced US (AGGY) in their 13F filings, up 2 from Q2 2024. 20 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($182.5M), LPL Financial LLC ($52.0M) and Cwm, LLC ($50.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree Yield Enhanced US
- CUSIP
- 97717X511
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $14.3M |
| Exits | 18 | $6.2M |
All 13F filers, Q2 2024 → Q3 2024: 1,729,427 shares bought and 558,948 shares sold, net +1,170,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Bank of America Corp. | 0.02% | Add +0.4% | 4,082,791 | $182.5M |
| LPL Financial LLC | 0.02% | Reduce -4.5% | 1,163,110 | $52.0M |
| Cwm, LLC | 0.22% | Add +0.3% | 1,134,248 | $50.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +11.3% | 1,085,105 | $48.5M |
| Mercer Global Advisors Inc. | 0.10% | Add +14.3% | 991,274 | $44.5M |
| UBS Group AG | 0.01% | Add +1.1% | 916,365 | $41.0M |
| Trilogy Capital Inc. | 1.96% | Add +16.3% | 869,818 | $38.9M |
| SimpliFi, Inc. | 16.85% | Add +1.1% | 850,131 | $38.0M |
| Savant Capital, LLC | 0.28% | Reduce -1.3% | 742,283 | $33.2M |
| HighTower Advisors, LLC | 0.05% | Add +4.9% | 726,316 | $32.5M |
| Prestige Wealth Management Group LLC | 5.42% | Add +0.5% | 585,239 | $26.2M |
| Private Advisor Group, LLC | 0.14% | Reduce -3.1% | 515,349 | $23.0M |
| First Foundation Advisors | 0.73% | Add +4.7% | 433,695 | $19.4M |
| Symphony Financial, Ltd. Co. | 2.75% | Add +10.6% | 370,765 | $16.6M |
| Morgan Stanley | 0.00% | Add +9.1% | 361,180 | $16.1M |
| JPMorgan Chase & Co. | 0.00% | Add +148.2% | 261,354 | $11.7M |
| Schwallier Wealth Management LLC | 8.10% | Add +5.1% | 253,272 | $11.3M |
| Invenio Wealth Partners LLC | 4.61% | Add +9.2% | 238,110 | $10.6M |
| Atria Investments, Inc | 0.12% | Add +22.4% | 223,767 | $10.0M |
| Smartleaf Asset Management LLC | 1.07% | Add +0.4% | 195,861 | $8.8M |
| Beacon Financial Group | 0.88% | Add +252.9% | 179,537 | $8.0M |
| Grey Ledge Advisors, LLC | 2.02% | Add +18.5% | 176,843 | $7.9M |
| Raymond James & Associates | 0.00% | Add +30.4% | 172,164 | $7.7M |
| Insight Advisors, LLC/ PA | 1.24% | Add +18.5% | 158,962 | $7.1M |
| Stifel Financial Corp. | 0.01% | Add +22.1% | 150,880 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Add +849.9% | 141,643 | $6.3M |
| Howard Bailey Securities, LLC | 2.31% | — | 136,572 | $6.1M |
| RFG Advisory, LLC | 0.17% | Add +6.5% | 128,405 | $5.7M |
| Freedom Investment Management, Inc. | 0.44% | Add +1.8% | 122,266 | $5.5M |
| Waverly Advisors, LLC | 0.09% | Add +2.3% | 113,512 | $5.1M |
| Jane Street Group, LLC | 0.01% | Add +64.8% | 101,618 | $4.5M |
| Bluespring Wealth Management, LLC | 0.45% | Reduce -2.1% | 100,486 | $4.5M |
| Oxinas Partners, LLC | 2.55% | Add +13.7% | 93,142 | $4.2M |
| Baldwin Wealth Partners LLC | 0.28% | New | 92,043 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +21.6% | 91,363 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +281.6% | 84,375 | $3.8M |
| Captrust Financial Advisors | 0.01% | Reduce -2.4% | 71,146 | $3.2M |
| American Financial & Tax Strategies Inc. | 1.58% | Reduce -1.9% | 69,529 | $3.1M |
| WealthPlan Investment Management, LLC | 0.31% | New | 68,292 | $3.1M |
| Citadel Advisors | 0.00% | New | 67,467 | $3.0M |
| MML Investors Services, LLC | 0.01% | Reduce -23.5% | 64,124 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +19.3% | 62,603 | $2.8M |
| Financial Planning & Information Services, Inc. | 0.36% | Add +3.2% | 59,000 | $2.6M |
| Cetera Investment Advisers | 0.01% | Add +30.0% | 55,810 | $2.5M |
| Lanark Financial, Inc. | 0.20% | Add +12.5% | 53,782 | $2.4M |
| Ascentis Independent Advisors | 0.37% | Reduce -8.8% | 52,907 | $2.4M |
| Sharper & Granite LLC | 0.96% | Reduce -2.7% | 48,307 | $2.2M |
| Opal Wealth Advisors, LLC | 0.67% | Reduce -4.3% | 48,071 | $2.1M |
| Goldstone Financial Group, LLC | 0.34% | Add +19.1% | 43,890 | $2.0M |
| JT Stratford LLC | 0.34% | Add +104.5% | 43,760 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.8% | 43,521 | $1.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +18.2% | 42,820 | $1.9M |
| Mariner, LLC | 0.00% | Add +46.1% | 41,743 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Add +18.9% | 40,173 | $1.8M |
| AE Wealth Management LLC | 0.02% | Reduce -82.4% | 38,219 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -27.5% | 33,734 | $1.5M |
| Segall Bryant & Hamill, LLC | 0.02% | New | 32,809 | $1.5M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +8.6% | 32,759 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -16.7% | 29,489 | $1.3M |
| David Kennon Inc | 0.48% | Reduce -0.2% | 27,119 | $1.2M |
| Independent Wealth Network Inc. | 0.54% | Add +8.8% | 27,076 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +132.8% | 24,773 | $1.1M |
| Betterment LLC | 0.00% | Add +12.5% | 24,463 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +31.8% | 24,112 | $1.1M |
| Trinity Wealth Management, LLC | 0.45% | Add +29.4% | 22,023 | $985K |
| My Legacy Advisors, LLC | 0.37% | Reduce -60.9% | 21,233 | $949K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -40.4% | 20,728 | $927K |
| Worth Asset Management, LLC | 0.50% | Add +3.5% | 20,544 | $919K |
| Park Avenue Securities LLC | 0.01% | Add +3.5% | 16,411 | $734K |
| Sanctuary Advisors, LLC | 0.00% | Add +35.9% | 16,019 | $695K |
| Creative Planning | 0.00% | Reduce -0.1% | 15,421 | $689K |
| Diversify Advisory Services, LLC | 0.04% | New | 15,437 | $677K |
| Pinnacle Financial Group, LLC / IL | 0.25% | No change | 14,029 | $627K |
| Western Wealth Management, LLC | 0.03% | Add +0.1% | 13,666 | $611K |
| Beacon Financial Advisory LLC | 0.19% | Add +70.8% | 12,765 | $571K |
| Winch Advisory Services, LLC | 0.16% | Add +4.5% | 12,707 | $568K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +1.1% | 12,660 | $566K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.5% | 12,450 | $557K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +22.1% | 12,329 | $551K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -5.7% | 11,607 | $519K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.0% | 11,593 | $518K |
| Gateway Wealth Partners, LLC | 0.13% | Add +1.8% | 10,861 | $486K |
| REAP Financial Group, LLC | 0.12% | Add +31.4% | 10,839 | $485K |
| United Advisor Group, LLC | 0.11% | Add +0.3% | 10,831 | $484K |
| Larson Financial Group LLC | 0.03% | Reduce -1.7% | 10,780 | $482K |
| SMI Advisory Services, LLC | 0.10% | Add +1.1% | 10,696 | $474K |
| NewSquare Capital LLC | 0.04% | Reduce -0.3% | 10,463 | $468K |
| Global Retirement Partners, LLC | 0.01% | Add +0.0% | 10,457 | $468K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -15.6% | 9,878 | $442K |
| Bank of New York Mellon Corp | 0.00% | New | 9,544 | $427K |
| McNamara Financial Services, Inc. | 0.08% | Reduce -3.5% | 8,998 | $402K |
| Walkner Condon Financial Advisors LLC | 0.08% | Reduce -9.4% | 8,471 | $379K |
| Alterna Wealth Management, Inc. | 0.34% | No change | 8,423 | $377K |
| IHT Wealth Management, LLC | 0.01% | Add +64.5% | 8,312 | $372K |
| CVA Family Office, LLC | 0.06% | No change | 7,895 | $353K |
| Signal Advisors Wealth, LLC | 0.05% | New | 7,725 | $345K |
| Atticus Wealth Management, LLC | 0.11% | New | 7,414 | $331K |
| Meridian Financial Advisors, LLC | 0.21% | Add +0.8% | 7,148 | $320K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -3.0% | 7,097 | $317K |
| Creative Financial Designs Inc. | 0.03% | Reduce -7.8% | 7,060 | $316K |
| James Investment Research, Inc. | 0.04% | Add +9.0% | 6,891 | $308K |
| Team Financial Group, LLC | 0.18% | Reduce -0.1% | 6,683 | $299K |
| Jones Financial Companies LLLP | 0.00% | Add +79.8% | 6,603 | $296K |
| Drive Wealth Management, LLC | 0.07% | New | 6,226 | $278K |
| NewEdge Advisors, LLC | 0.00% | Reduce -85.7% | 5,861 | $262K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.4% | 5,628 | $252K |
| Collaborative Wealth Managment Inc. | 0.11% | Add +12.8% | 5,360 | $240K |
| CoreCap Advisors, LLC | 0.01% | Reduce -28.4% | 5,328 | $238K |
| Simplicity Wealth,LLC | 0.02% | Reduce -0.3% | 5,265 | $235K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 5,241 | $234K |
| Verdence Capital Advisors LLC | 0.02% | Add +1.1% | 5,084 | $227K |
| HF Advisory Group, LLC | 0.10% | Reduce -2.9% | 4,909 | $219K |
| Obsidian Personal Planning Solutions LLC | 0.11% | Reduce -35.7% | 4,924 | $214K |
| Blue Zone Wealth Advisors, LLC | 0.06% | Reduce -26.5% | 4,649 | $208K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,618 | $206K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 4,541 | $203K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -14.7% | 4,527 | $202K |
| Comerica Bank | 0.00% | No change | 4,006 | $179K |
| Frazier Financial Advisors, LLC | 0.13% | No change | 3,627 | $162K |
| Citigroup Inc. | 0.00% | Add +15.0% | 3,508 | $157K |
| Breakwater Investment Management | 0.06% | No change | 3,128 | $140K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -3.8% | 2,881 | $129K |
| Avior Wealth Management, LLC | 0.00% | Add +18.7% | 2,602 | $116K |
| Royal Bank of Canada | 0.00% | Reduce -13.7% | 2,507 | $112K |
| Darwin Wealth Management, LLC | 0.03% | New | 2,321 | $104K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 2,057 | $92K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,145 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +163.0% | 1,060 | $47K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -3.3% | 762 | $34K |
| Clear Point Advisors Inc. | 0.03% | Add +43.5% | 756 | $34K |
| Covestor Ltd | 0.02% | Add +8.0% | 662 | $30K |
| Tidemark, LLC | 0.01% | No change | 500 | $22K |
| Allworth Financial LP | 0.00% | Reduce -48.6% | 469 | $21K |
| Tucker Asset Management LLC | 0.00% | Add +0.2% | 459 | $21K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 334 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | New | 334 | $15K |
| Townsend Asset Management Corp. /NC/ | 0.01% | Reduce -65.9% | 329 | $15K |
| Truvestments Capital LLC | 0.00% | New | 313 | $14K |
| Private Trust Co. NA | 0.00% | Reduce -9.1% | 308 | $14K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 269 | $12K |
| IFP Advisors, Inc | 0.00% | No change | 222 | $10K |
| WR Wealth Planners, LLC | 0.00% | No change | 218 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 201 | $9K |
| Anfield Capital Management, LLC | 0.00% | New | 156 | $7K |
| Key Financial Inc | 0.00% | No change | 137 | $6K |
| Sound Income Strategies, LLC | 0.00% | Reduce -73.0% | 135 | $6K |
| Qube Research & Technologies Ltd | 0.00% | New | 77 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 73 | $3K |
| FMR LLC | 0.00% | Reduce -95.3% | 35 | $2K |
| Principal Securities, Inc. | 0.00% | New | 32 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 20 | $866 |
| Peterson Financial Group, Inc. | 0.00% | New | 11 | $514 |
| 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.