Wisdomtree Yield Enhanced USAGGYETF
13F holders, Q4 2024 (December 31)163holders +10
13new positions
13sold out
1famous investor
$42.92avg. 13F price*
At the end of Q4 2024, 163 institutions reported holding Wisdomtree Yield Enhanced US (AGGY) in their 13F filings, up 10 from Q3 2024. 13 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($123.2M), LPL Financial LLC ($56.1M) and Cwm, LLC ($50.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $8.0M |
| Exits | 13 | $1.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,328,464 shares bought and 1,582,000 shares sold, net −253,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 163 holders
| Bank of America Corp. | 0.01% | Reduce -29.7% | 2,871,361 | $123.2M |
| LPL Financial LLC | 0.02% | Add +12.4% | 1,307,034 | $56.1M |
| Cwm, LLC | 0.21% | Add +4.0% | 1,179,343 | $50.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.9% | 1,095,465 | $47.0M |
| Mercer Global Advisors Inc. | 0.11% | Add +10.0% | 1,090,482 | $46.8M |
| UBS Group AG | 0.01% | Add +2.8% | 941,628 | $40.4M |
| Trilogy Capital Inc. | 2.03% | Add +5.9% | 921,006 | $39.5M |
| SimpliFi, Inc. | 16.90% | Add +1.3% | 860,814 | $36.9M |
| HighTower Advisors, LLC | 0.04% | Add +5.0% | 762,651 | $32.7M |
| Savant Capital, LLC | 0.24% | Reduce -3.4% | 716,803 | $30.8M |
| Prestige Wealth Management Group LLC | 5.40% | Add +3.3% | 604,457 | $25.9M |
| Private Advisor Group, LLC | 0.13% | Add +3.6% | 534,171 | $22.9M |
| First Foundation Advisors | 0.75% | Add +7.7% | 467,123 | $20.0M |
| Symphony Financial, Ltd. Co. | 2.73% | Add +8.9% | 403,739 | $17.4M |
| JPMorgan Chase & Co. | 0.00% | Add +52.8% | 399,227 | $17.1M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 360,130 | $15.5M |
| Atria Investments, Inc | 0.15% | Add +23.5% | 276,368 | $11.9M |
| Schwallier Wealth Management LLC | 8.46% | Add +2.3% | 259,106 | $11.1M |
| Invenio Wealth Partners LLC | 4.61% | Add +7.6% | 256,296 | $11.0M |
| Raymond James Financial Inc. | 0.00% | — | 221,687 | $9.5M |
| Smartleaf Asset Management LLC | 0.92% | Add +7.7% | 210,955 | $9.1M |
| Grey Ledge Advisors, LLC | 2.29% | Add +16.6% | 206,284 | $8.9M |
| Insight Advisors, LLC/ PA | 1.41% | Add +20.9% | 192,221 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Add +9.6% | 155,302 | $6.7M |
| Defined Financial Planning LLC | 6.73% | — | 146,873 | $6.3M |
| Howard Bailey Securities, LLC | 2.32% | Add +6.5% | 145,409 | $6.2M |
| Stifel Financial Corp. | 0.01% | Reduce -9.2% | 137,065 | $5.9M |
| Waverly Advisors, LLC | 0.08% | Add +11.9% | 126,993 | $5.5M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +36.3% | 124,481 | $5.3M |
| RFG Advisory, LLC | 0.14% | Reduce -7.9% | 118,303 | $5.1M |
| Freedom Investment Management, Inc. | 0.42% | Reduce -4.8% | 116,447 | $5.0M |
| Oxinas Partners, LLC | 2.60% | Add +11.1% | 103,476 | $4.4M |
| Bluespring Wealth Management, LLC | 0.43% | Reduce -2.9% | 97,616 | $4.2M |
| Beacon Financial Group | 0.45% | Reduce -46.2% | 96,650 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +267.5% | 91,043 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.4% | 84,021 | $3.6M |
| Independent Advisor Alliance | 0.04% | New | 78,660 | $3.4M |
| Captrust Financial Advisors | 0.01% | Add +9.0% | 77,564 | $3.3M |
| Bison Wealth, LLC | 0.39% | — | 73,936 | $3.2M |
| Ascentis Independent Advisors | 0.60% | Add +37.9% | 72,982 | $3.1M |
| Citadel Advisors | 0.00% | Add +5.3% | 71,014 | $3.0M |
| American Financial & Tax Strategies Inc. | 1.55% | No change | 69,529 | $3.0M |
| WealthPlan Investment Management, LLC | 0.28% | Reduce -3.7% | 65,792 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -0.6% | 63,727 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +1.1% | 63,326 | $2.7M |
| Cetera Investment Advisers | 0.01% | Add +10.8% | 61,837 | $2.7M |
| Golden State Wealth Management, LLC | 0.35% | — | 55,046 | $2.4M |
| Goldstone Financial Group, LLC | 0.34% | Add +16.6% | 51,195 | $2.2M |
| JT Stratford LLC | 0.35% | Add +13.7% | 49,737 | $2.1M |
| Sharper & Granite LLC | 0.92% | Add +1.1% | 48,847 | $2.1M |
| Mariner, LLC | 0.00% | Add +7.7% | 44,968 | $1.9M |
| Opal Wealth Advisors, LLC | 0.58% | Reduce -6.5% | 44,924 | $1.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +1.7% | 43,548 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3910.9% | 42,516 | $1.8M |
| AE Wealth Management LLC | 0.01% | Add +1.7% | 38,869 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +1.9% | 34,383 | $1.5M |
| Segall Bryant & Hamill, LLC | 0.02% | Add +3.5% | 33,969 | $1.5M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +0.4% | 32,887 | $1.4M |
| Betterment LLC | 0.00% | Add +34.1% | 32,801 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -22.5% | 31,139 | $1.3M |
| Independent Wealth Network Inc. | 0.52% | Add +9.4% | 29,629 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.1% | 28,855 | $1.2M |
| David Kennon Inc | 0.45% | Reduce -1.1% | 26,833 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +55.9% | 25,576 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +19.6% | 24,798 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +0.8% | 24,299 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.04% | New | 23,865 | $1.0M |
| Integrity Alliance, Llc. | 0.11% | — | 22,826 | $980K |
| Jane Street Group, LLC | 0.00% | Reduce -78.0% | 22,401 | $961K |
| Trinity Wealth Management, LLC | 0.42% | Reduce -1.7% | 21,650 | $929K |
| Sanctuary Advisors, LLC | 0.01% | Add +31.0% | 20,988 | $903K |
| My Legacy Advisors, LLC | 0.34% | Reduce -2.1% | 20,783 | $888K |
| Alterna Wealth Management, Inc. | 0.73% | Add +140.5% | 20,260 | $870K |
| GeoWealth Management, LLC | 0.03% | New | 20,196 | $867K |
| Beacon Financial Advisory LLC | 0.26% | Add +43.9% | 18,372 | $789K |
| Creative Planning | 0.00% | Add +11.9% | 17,253 | $740K |
| Webster Bank, N. A. | 0.08% | New | 16,911 | $726K |
| Winch Advisory Services, LLC | 0.19% | Add +31.6% | 16,723 | $718K |
| Barnes Wealth Management Group, Inc | 0.47% | — | 16,459 | $706K |
| Diversify Advisory Services, LLC | 0.04% | Add +1.1% | 15,615 | $663K |
| Foundations Investment Advisors, LLC | 0.01% | New | 14,503 | $622K |
| Worth Asset Management, LLC | 0.33% | Reduce -30.9% | 14,187 | $609K |
| Pinnacle Financial Group, LLC / IL | 0.24% | Reduce -0.1% | 14,011 | $601K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.1% | 13,204 | $567K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.6% | 13,170 | $565K |
| Institute for Wealth Management, LLC. | 0.07% | Add +12.3% | 13,033 | $559K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +1.2% | 12,808 | $550K |
| Western Wealth Management, LLC | 0.03% | Reduce -7.9% | 12,583 | $540K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -0.5% | 12,268 | $527K |
| Sovran Advisors, LLC | 0.07% | — | 12,197 | $517K |
| Baldwin Wealth Partners LLC | 0.03% | Reduce -87.3% | 11,740 | $504K |
| Jones Financial Companies LLLP | 0.00% | Add +75.9% | 11,615 | $499K |
| NewSquare Capital LLC | 0.04% | Add +6.7% | 11,160 | $479K |
| Gateway Wealth Partners, LLC | 0.12% | Add +0.5% | 10,911 | $468K |
| SMI Advisory Services, LLC | 0.10% | Reduce -0.0% | 10,695 | $453K |
| Larson Financial Group LLC | 0.02% | Reduce -4.9% | 10,247 | $440K |
| NewEdge Advisors, LLC | 0.00% | Add +74.0% | 10,198 | $438K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.7% | 10,174 | $437K |
| REAP Financial Group, LLC | 0.11% | Reduce -8.6% | 9,903 | $425K |
| Optima Capital LLC | 0.28% | — | 9,567 | $411K |
"% of holder's portfolio" is AGGY's weight in each manager's 13F, not the share of Wisdomtree Yield Enhanced US the manager owns.