Wisdomtree Yield Enhanced USAGGYETF
13F holders, Q1 2025 (March 31)171holders +8
22new positions
14sold out
1famous investor
$43.43avg. 13F price*
At the end of Q1 2025, 171 institutions reported holding Wisdomtree Yield Enhanced US (AGGY) in their 13F filings, up 8 from Q4 2024. 22 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($123.6M), LPL Financial LLC ($53.7M) and Cwm, LLC ($51.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $11.7M |
| Exits | 14 | $23.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,008,879 shares bought and 2,981,682 shares sold, net −1,972,803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| Bank of America Corp. | 0.01% | Reduce -0.9% | 2,845,965 | $123.6M |
| LPL Financial LLC | 0.02% | Reduce -5.4% | 1,236,251 | $53.7M |
| Cwm, LLC | 0.20% | Add +0.3% | 1,182,837 | $51.4M |
| Trilogy Capital Inc. | 2.15% | Add +2.3% | 942,193 | $40.9M |
| HighTower Advisors, LLC | 0.05% | Add +13.0% | 861,980 | $37.4M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -23.0% | 839,833 | $36.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -39.0% | 668,440 | $29.0M |
| Savant Capital, LLC | 0.24% | Reduce -7.5% | 662,858 | $28.8M |
| Prestige Wealth Management Group LLC | 6.07% | Add +8.1% | 653,516 | $28.4M |
| Private Advisor Group, LLC | 0.13% | Reduce -7.2% | 495,594 | $21.5M |
| JPMorgan Chase & Co. | 0.00% | Add +11.0% | 443,261 | $19.3M |
| SimpliFi, Inc. | 8.72% | Reduce -49.2% | 437,346 | $19.0M |
| UBS Group AG | 0.00% | Reduce -56.7% | 408,084 | $17.7M |
| Morgan Stanley | 0.00% | Add +5.5% | 380,032 | $16.5M |
| First Foundation Advisors | 0.63% | Reduce -23.2% | 358,545 | $15.6M |
| Ameriprise Financial Inc. | 0.00% | Add +80.4% | 280,176 | $12.2M |
| Atria Investments, Inc | 0.15% | Reduce -3.9% | 265,570 | $11.5M |
| Invenio Wealth Partners LLC | 4.65% | Reduce -0.4% | 255,249 | $11.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 221,364 | $9.6M |
| Smartleaf Asset Management LLC | 0.88% | Reduce -0.3% | 210,331 | $9.1M |
| Insight Advisors, LLC/ PA | 1.58% | Add +8.0% | 207,608 | $9.0M |
| Grey Ledge Advisors, LLC | 2.36% | Add +0.3% | 206,842 | $9.0M |
| Howard Bailey Securities, LLC | 2.88% | Add +37.1% | 199,337 | $8.7M |
| Defined Financial Planning LLC | 7.10% | Add +9.5% | 160,836 | $7.0M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +12.6% | 140,168 | $6.1M |
| Waverly Advisors, LLC | 0.07% | Add +9.8% | 139,420 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +53.1% | 139,359 | $6.1M |
| Stifel Financial Corp. | 0.01% | Reduce -2.1% | 134,201 | $5.8M |
| RFG Advisory, LLC | 0.15% | Add +6.4% | 125,917 | $5.5M |
| Freedom Investment Management, Inc. | 0.42% | Reduce -1.4% | 114,846 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +71.2% | 105,878 | $4.6M |
| Beacon Financial Group | 0.45% | Reduce -1.1% | 95,601 | $4.2M |
| Oxinas Partners, LLC | 2.41% | Reduce -9.3% | 93,893 | $4.1M |
| Vestmark Advisory Solutions, Inc. | 0.10% | New | 91,706 | $4.0M |
| Bluespring Wealth Management, LLC | 0.41% | Reduce -6.1% | 91,639 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +32.4% | 83,851 | $3.6M |
| Citadel Advisors | 0.00% | Add +14.2% | 81,072 | $3.5M |
| Lanark Financial, Inc. | 0.29% | — | 79,424 | $3.4M |
| Captrust Financial Advisors | 0.01% | Reduce -2.8% | 75,434 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.1% | 74,681 | $3.2M |
| American Financial & Tax Strategies Inc. | 1.58% | Reduce -2.9% | 67,485 | $2.9M |
| Ascentis Independent Advisors | 0.57% | Reduce -8.8% | 66,589 | $2.9M |
| Jane Street Group, LLC | 0.01% | Add +196.8% | 66,498 | $2.9M |
| Bison Wealth, LLC | 0.25% | Reduce -15.2% | 62,710 | $2.7M |
| WealthPlan Investment Management, LLC | 0.27% | Reduce -4.8% | 62,642 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -12.4% | 55,812 | $2.4M |
| Golden State Wealth Management, LLC | 0.35% | Reduce -1.6% | 54,157 | $2.4M |
| Goldstone Financial Group, LLC | 0.34% | Add +2.3% | 52,374 | $2.3M |
| Sharper & Granite LLC | 0.88% | Add +0.1% | 48,877 | $2.1M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +47.5% | 48,505 | $2.1M |
| Schwallier Wealth Management LLC | 1.55% | Reduce -81.4% | 48,288 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -1.0% | 44,528 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.04% | New | 40,524 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +63.4% | 40,512 | $1.8M |
| JT Stratford LLC | 0.30% | Reduce -21.4% | 39,094 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -1.9% | 38,130 | $1.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -21.7% | 34,080 | $1.5M |
| Betterment LLC | 0.00% | Add +2.1% | 33,502 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -4.7% | 32,777 | $1.4M |
| Segall Bryant & Hamill, LLC | 0.02% | Reduce -4.7% | 32,364 | $1.4M |
| Integrity Alliance, Llc. | 0.05% | Add +35.9% | 31,022 | $1.3M |
| Independent Wealth Network Inc. | 0.53% | Add +3.6% | 30,697 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.2% | 29,193 | $1.3M |
| SFE Investment Counsel | 0.24% | New | 27,934 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +14.3% | 27,773 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 26,992 | $1.2M |
| David Kennon Inc | 0.45% | Reduce -2.1% | 26,273 | $1.1M |
| Beacon Financial Advisory LLC | 0.33% | Add +38.0% | 25,361 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +17.3% | 24,628 | $1.1M |
| My Legacy Advisors, LLC | 0.35% | Reduce -0.5% | 20,689 | $899K |
| Win Advisors, Inc. | 0.46% | New | 20,438 | $888K |
| Park Avenue Securities LLC | 0.01% | Reduce -23.9% | 19,458 | $845K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -25.0% | 17,909 | $778K |
| Barnes Wealth Management Group, Inc | 0.50% | Add +8.2% | 17,816 | $774K |
| Trinity Wealth Management, LLC | 0.35% | Reduce -18.4% | 17,665 | $767K |
| Winch Advisory Services, LLC | 0.20% | Add +4.2% | 17,424 | $757K |
| Sovran Advisors, LLC | 0.10% | Add +41.1% | 17,215 | $739K |
| Webster Bank, N. A. | 0.08% | No change | 16,911 | $734K |
| Diversify Advisory Services, LLC | 0.04% | Add +3.7% | 16,196 | $702K |
| Jones Financial Companies LLLP | 0.00% | Add +28.8% | 14,960 | $648K |
| Pinnacle Financial Group, LLC / IL | 0.22% | No change | 14,011 | $608K |
| Empirical Asset Management, LLC | 0.21% | Add +105.7% | 13,908 | $604K |
| Creative Planning | 0.00% | Reduce -20.2% | 13,763 | $598K |
| Worth Asset Management, LLC | 0.33% | Reduce -3.0% | 13,754 | $597K |
| Institute for Wealth Management, LLC. | 0.07% | Add +1.3% | 13,202 | $573K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -58.2% | 13,028 | $566K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +1.1% | 12,955 | $563K |
| Gateway Wealth Partners, LLC | 0.12% | Add +16.3% | 12,694 | $551K |
| Western Wealth Management, LLC | 0.04% | Reduce -1.2% | 12,432 | $540K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -2.5% | 11,960 | $519K |
| Bank of New York Mellon Corp | 0.00% | Add +20.7% | 11,346 | $493K |
| NewSquare Capital LLC | 0.04% | Add +1.6% | 11,336 | $492K |
| SMI Advisory Services, LLC | 0.11% | Add +5.6% | 11,298 | $486K |
| Fifth Third Securities, Inc. | 0.04% | New | 10,887 | $473K |
| Larson Financial Group LLC | 0.02% | Reduce -0.7% | 10,179 | $442K |
| Farther Finance Advisors, LLC | 0.01% | New | 9,556 | $416K |
| Alterna Wealth Management, Inc. | 0.31% | Reduce -53.4% | 9,440 | $410K |
| James Investment Research, Inc. | 0.05% | Add +14.4% | 9,284 | $403K |
| REAP Financial Group, LLC | 0.10% | Reduce -7.9% | 9,122 | $396K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +66.7% | 8,929 | $388K |
| Drive Wealth Management, LLC | 0.09% | Add +1.9% | 8,730 | $379K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -36.0% | 8,428 | $366K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -7.4% | 8,001 | $347K |
| United Advisor Group, LLC | 0.07% | Reduce -16.9% | 7,898 | $343K |
| CVA Family Office, LLC | 0.05% | No change | 7,895 | $343K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.9% | 7,646 | $332K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -20.4% | 7,507 | $326K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -1.3% | 7,057 | $306K |
| McNamara Financial Services, Inc. | 0.07% | Reduce -10.1% | 7,010 | $304K |
| Team Financial Group, LLC | 0.18% | Add +6.6% | 7,004 | $304K |
| Old Mission Capital LLC | 0.01% | New | 6,645 | $289K |
| Creative Financial Designs Inc. | 0.02% | Reduce -16.6% | 6,638 | $288K |
| FORM Wealth Advisors, LLC | 0.04% | — | 6,517 | $283K |
| Perennial Advisors, LLC | 0.06% | New | 6,505 | $283K |
| IHT Wealth Management, LLC | 0.01% | Add +1.4% | 6,349 | $276K |
| ORG Partners LLC | 0.07% | Add +106.6% | 6,118 | $266K |
| Meridian Financial Advisors, LLC | 0.18% | Reduce -18.6% | 5,951 | $258K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 5,789 | $251K |
| Tounjian Advisory Partners, LLC | 0.05% | — | 5,720 | $248K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,699 | $248K |
| Vantage Point Financial LLC | 0.12% | Add +10.2% | 5,528 | $240K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -53.2% | 5,499 | $239K |
| NewEdge Advisors, LLC | 0.00% | Reduce -47.0% | 5,408 | $235K |
| Obsidian Personal Planning Solutions LLC | 0.10% | Add +8.9% | 5,364 | $232K |
| HF Advisory Group, LLC | 0.10% | Add +2.2% | 5,304 | $230K |
| Verdence Capital Advisors LLC | 0.02% | Add +1.1% | 5,149 | $224K |
| Lionshead Wealth Management, LLC | 0.23% | Reduce -41.5% | 5,134 | $223K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -5.7% | 4,941 | $215K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -62.8% | 4,906 | $213K |
| OMNI 360 Wealth, Inc. | 0.14% | New | 4,786 | $208K |
| Simplicity Wealth,LLC | 0.02% | New | 4,630 | $201K |
| Transce3nd, LLC | 0.09% | Reduce -18.0% | 4,455 | $193K |
| Frazier Financial Advisors, LLC | 0.12% | No change | 3,627 | $158K |
| Citigroup Inc. | 0.00% | Reduce -5.1% | 3,356 | $146K |
| Breakwater Investment Management | 0.06% | No change | 3,061 | $133K |
| Wayfinding Financial, LLC | 0.06% | New | 2,990 | $129K |
| PSI Advisors, LLC | 0.04% | New | 2,558 | $111K |
| Opal Wealth Advisors, LLC | 0.03% | Reduce -94.7% | 2,402 | $104K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 2,057 | $89K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.4% | 1,743 | $76K |
| MJT & Associates Financial Advisory Group, Inc. | 0.07% | — | 1,595 | $69K |
| Royal Bank of Canada | 0.00% | Reduce -27.3% | 1,404 | $61K |
| Covestor Ltd | 0.04% | Add +25.1% | 1,329 | $58K |
| FMR LLC | 0.00% | Add +4482.8% | 1,329 | $58K |
| Reyes Financial Architecture, Inc. | 0.04% | Reduce -3.1% | 1,254 | $54K |
| Darwin Wealth Management, LLC | 0.02% | No change | 1,114 | $48K |
| Comerica Bank | 0.00% | Reduce -76.4% | 1,003 | $44K |
| IFP Advisors, Inc | 0.00% | Add +77.2% | 909 | $39K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -89.3% | 704 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -98.8% | 528 | $23K |
| Tidemark, LLC | 0.01% | No change | 500 | $22K |
| Tucker Asset Management LLC | 0.01% | Add +0.2% | 462 | $20K |
| Allworth Financial LP | 0.00% | Reduce -67.3% | 332 | $14K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 320 | $14K |
| Truvestments Capital LLC | 0.00% | No change | 313 | $14K |
| Caldwell Trust Co | 0.00% | No change | 300 | $13K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 275 | $12K |
| Private Trust Co. NA | 0.00% | Reduce -7.1% | 262 | $11K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 256 | $11K |
| Townsend Asset Management Corp. /NC/ | 0.00% | Reduce -37.8% | 207 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 201 | $9K |
| AdvisorNet Financial, Inc | 0.00% | New | 201 | $9K |
| First Horizon Advisors, Inc. | 0.00% | New | 200 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 199 | $9K |
| Costello Asset Management, INC | 0.00% | New | 150 | $7K |
| Key Financial Inc | 0.00% | No change | 137 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 135 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 39 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 20 | $869 |
| Spurstone Advisory Services, LLC | 0.01% | New | 10 | $434 |
| Hantz Financial Services, Inc. | 0.00% | Add +12.5% | 9 | $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.