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 |
| United Advisor Group, LLC | 0.08% | Reduce -12.2% | 9,507 | $408K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -4.5% | 9,434 | $405K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.5% | 9,403 | $404K |
| Kades & Cheifetz LLC | 0.20% | New | 9,070 | $389K |
| Lionshead Wealth Management, LLC | 0.27% | — | 8,776 | $377K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +2.0% | 8,637 | $371K |
| Drive Wealth Management, LLC | 0.09% | Add +37.7% | 8,571 | $368K |
| James Investment Research, Inc. | 0.04% | Add +17.8% | 8,116 | $348K |
| Creative Financial Designs Inc. | 0.03% | Add +12.8% | 7,963 | $342K |
| CVA Family Office, LLC | 0.05% | No change | 7,895 | $339K |
| McNamara Financial Services, Inc. | 0.08% | Reduce -13.3% | 7,801 | $335K |
| CoreCap Advisors, LLC | 0.02% | Add +44.8% | 7,714 | $331K |
| Meridian Financial Advisors, LLC | 0.22% | Add +2.3% | 7,315 | $314K |
| Quadcap Wealth Management, LLC | 0.05% | Add +0.7% | 7,149 | $307K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -11.4% | 6,843 | $294K |
| Empirical Asset Management, LLC | 0.10% | New | 6,762 | $290K |
| Team Financial Group, LLC | 0.16% | Reduce -1.7% | 6,569 | $282K |
| Atticus Wealth Management, LLC | 0.09% | Reduce -11.6% | 6,553 | $281K |
| IHT Wealth Management, LLC | 0.01% | Reduce -24.7% | 6,259 | $269K |
| Merit Financial Group, LLC | 0.00% | New | 5,894 | $253K |
| Transce3nd, LLC | 0.08% | — | 5,434 | $233K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.8% | 5,358 | $230K |
| Venturi Wealth Management, LLC | 0.01% | Add +361.6% | 5,285 | $227K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 5,241 | $225K |
| HF Advisory Group, LLC | 0.10% | Add +5.8% | 5,192 | $223K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 5,091 | $219K |
| Vantage Point Financial LLC | 0.12% | — | 5,018 | $215K |
| Obsidian Personal Planning Solutions LLC | 0.10% | No change | 4,924 | $211K |
| Maripau Wealth Management LLC | 0.12% | New | 4,701 | $202K |
| Comerica Bank | 0.00% | Add +6.0% | 4,246 | $182K |
| Frazier Financial Advisors, LLC | 0.12% | No change | 3,627 | $156K |
| Citigroup Inc. | 0.00% | Add +0.9% | 3,538 | $152K |
| Breakwater Investment Management | 0.06% | Reduce -2.1% | 3,061 | $131K |
| ORG Partners LLC | 0.02% | New | 2,961 | $127K |
| Avior Wealth Management, LLC | 0.00% | Reduce -0.0% | 2,601 | $112K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 2,057 | $88K |
| Royal Bank of Canada | 0.00% | Reduce -23.0% | 1,931 | $83K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,686 | $72K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1,349 | $58K |
| Reyes Financial Architecture, Inc. | 0.04% | — | 1,294 | $56K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -52.0% | 1,114 | $48K |
| FLP Wealth Management, LLC | 0.12% | — | 1,098 | $47K |
| Covestor Ltd | 0.03% | Add +60.4% | 1,062 | $46K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -64.5% | 1,022 | $44K |
| Allworth Financial LP | 0.00% | Add +116.4% | 1,015 | $44K |
| IFP Advisors, Inc | 0.00% | Add +131.1% | 513 | $22K |
| Tidemark, LLC | 0.01% | No change | 500 | $21K |
| Tucker Asset Management LLC | 0.00% | Add +0.4% | 461 | $20K |
| Townsend Asset Management Corp. /NC/ | 0.01% | Add +1.2% | 333 | $14K |
| Truvestments Capital LLC | 0.00% | No change | 313 | $13K |
| Caldwell Trust Co | 0.00% | New | 300 | $13K |
| Private Trust Co. NA | 0.00% | Reduce -8.4% | 282 | $12K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 272 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | New | 256 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 201 | $9K |
| Key Financial Inc | 0.00% | No change | 137 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 135 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 77 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 73 | $3K |
| Lanark Financial, Inc. | 0.22% | — | 57 | $2K |
| FMR LLC | 0.00% | Reduce -17.1% | 29 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 20 | $858 |
| 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.