Wisdomtree Yield Enhanced USAGGYETF
13F holders, Q2 2025 (June 30)164holders −7
9new positions
17sold out
1famous investor
$43.62avg. 13F price*
At the end of Q2 2025, 164 institutions reported holding Wisdomtree Yield Enhanced US (AGGY) in their 13F filings, down 7 from Q1 2025. 9 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($95.2M), LPL Financial LLC ($53.4M) and Cwm, LLC ($51.5M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $13.3M |
| Exits | 17 | $16.3M |
All 13F filers, Q1 2025 → Q2 2025: 864,644 shares bought and 2,885,685 shares sold, net −2,021,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 164 holders
| Bank of America Corp. | 0.01% | Reduce -23.3% | 2,181,645 | $95.2M |
| LPL Financial LLC | 0.02% | Reduce -0.9% | 1,224,588 | $53.4M |
| Cwm, LLC | 0.18% | Reduce -0.2% | 1,180,356 | $51.5M |
| Mercer Global Advisors Inc. | 0.09% | Add +3.6% | 870,086 | $38.0M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.2% | 860,301 | $37.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.9% | 655,690 | $28.6M |
| Savant Capital, LLC | 0.20% | Reduce -4.7% | 631,767 | $27.6M |
| Prestige Wealth Management Group LLC | 5.59% | Reduce -3.9% | 628,018 | $27.4M |
| UBS Group AG | 0.00% | Add +16.1% | 473,969 | $20.7M |
| SimpliFi, Inc. | 8.45% | Add +0.5% | 439,659 | $19.2M |
| Private Advisor Group, LLC | 0.09% | Reduce -20.4% | 394,718 | $17.2M |
| First Foundation Advisors | 0.56% | Reduce -4.1% | 343,803 | $15.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 274,550 | $12.0M |
| Raymond James Financial Inc. | 0.00% | Add +16.9% | 258,846 | $11.3M |
| Atria Investments, Inc | 0.13% | Reduce -5.7% | 250,464 | $10.9M |
| Citizens Financial Group Inc. | 0.16% | New | 234,249 | $10.2M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +149.9% | 229,136 | $10.0M |
| Morgan Stanley | 0.00% | Reduce -41.8% | 221,181 | $9.7M |
| Smartleaf Asset Management LLC | 0.83% | Add +3.5% | 217,729 | $9.5M |
| Grey Ledge Advisors, LLC | 2.25% | Add +2.0% | 210,917 | $9.2M |
| Howard Bailey Securities, LLC | 2.82% | Add +5.1% | 209,432 | $9.1M |
| Insight Advisors, LLC/ PA | 1.39% | Reduce -4.6% | 198,118 | $8.6M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +20.3% | 168,606 | $7.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.1% | 163,670 | $7.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.0% | 153,283 | $6.7M |
| Waverly Advisors, LLC | 0.07% | Add +3.5% | 144,280 | $6.3M |
| Defined Financial Planning LLC | 5.28% | Reduce -14.2% | 137,948 | $5.9M |
| RFG Advisory, LLC | 0.14% | Add +5.7% | 133,128 | $5.8M |
| Stifel Financial Corp. | 0.01% | Reduce -2.4% | 130,963 | $5.7M |
| Trilogy Capital Inc. | 0.24% | Reduce -88.0% | 112,699 | $4.9M |
| Jane Street Group, LLC | 0.01% | Add +69.2% | 112,502 | $4.9M |
| Freedom Investment Management, Inc. | 0.37% | Reduce -6.5% | 107,436 | $4.7M |
| Oxinas Partners, LLC | 2.16% | Add +2.6% | 96,343 | $4.2M |
| Cetera Investment Advisers | 0.01% | Reduce -9.7% | 95,641 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +231.6% | 89,496 | $3.9M |
| Lanark Financial, Inc. | 0.29% | Add +2.6% | 81,531 | $3.6M |
| Beacon Financial Group | 0.36% | Reduce -16.7% | 79,635 | $3.5M |
| Wells Fargo & Company | 0.00% | Reduce -6.0% | 78,844 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +3.3% | 77,170 | $3.4M |
| Captrust Financial Advisors | 0.01% | Reduce -1.3% | 74,446 | $3.2M |
| American Financial & Tax Strategies Inc. | 1.44% | Reduce -5.4% | 63,866 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +14.1% | 63,677 | $2.8M |
| Ascentis Independent Advisors | 0.51% | Reduce -5.5% | 62,912 | $2.7M |
| WealthPlan Investment Management, LLC | 0.20% | Reduce -0.7% | 62,237 | $2.7M |
| Bison Wealth, LLC | 0.18% | Reduce -15.1% | 53,269 | $2.3M |
| Golden State Wealth Management, LLC | 0.28% | Reduce -3.1% | 52,489 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +24.6% | 50,508 | $2.2M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +0.9% | 48,966 | $2.1M |
| Sharper & Granite LLC | 0.80% | Reduce -1.4% | 48,177 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +35.6% | 46,222 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.0% | 45,779 | $2.0M |
| Symphony Financial, Ltd. Co. | 0.22% | New | 38,088 | $1.7M |
| JT Stratford LLC | 0.24% | Reduce -8.1% | 35,912 | $1.6M |
| Betterment LLC | 0.00% | Add +1.7% | 34,061 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -10.7% | 34,055 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -58.1% | 33,936 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +2.0% | 33,421 | $1.5M |
| Segall Bryant & Hamill, LLC | 0.02% | Add +1.6% | 32,881 | $1.4M |
| Independent Wealth Network Inc. | 0.49% | Add +0.9% | 30,973 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Add +11.3% | 30,920 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.0% | 28,317 | $1.2M |
| Integrity Alliance, Llc. | 0.07% | Reduce -9.8% | 27,979 | $1.2M |
| David Kennon Inc | 0.42% | Reduce -1.2% | 25,960 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -8.9% | 22,425 | $978K |
| Jones Financial Companies LLLP | 0.00% | Add +43.4% | 21,445 | $931K |
| Goldstone Financial Group, LLC | 0.12% | Reduce -59.4% | 21,265 | $925K |
| Worth Asset Management, LLC | 0.43% | Add +46.9% | 20,206 | $882K |
| Beacon Financial Advisory LLC | 0.22% | Reduce -24.4% | 19,159 | $836K |
| My Legacy Advisors, LLC | 0.29% | Reduce -8.4% | 18,948 | $823K |
| Schwallier Wealth Management LLC | 0.50% | Reduce -61.2% | 18,751 | $818K |
| Barnes Wealth Management Group, Inc | 0.47% | Add +1.5% | 18,078 | $789K |
| Trinity Wealth Management, LLC | 0.31% | Add +1.4% | 17,904 | $781K |
| Empirical Asset Management, LLC | 0.24% | Add +26.5% | 17,591 | $767K |
| Diversify Advisory Services, LLC | 0.03% | Add +4.6% | 16,948 | $740K |
| Webster Bank, N. A. | 0.08% | No change | 16,911 | $738K |
| Winch Advisory Services, LLC | 0.17% | Reduce -7.1% | 16,181 | $706K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -10.9% | 15,960 | $696K |
| Park Avenue Securities LLC | 0.01% | Reduce -19.7% | 15,633 | $682K |
| Simplicity Wealth,LLC | 0.03% | Add +233.3% | 15,430 | $673K |
| SFE Investment Counsel | 0.12% | Reduce -46.0% | 15,091 | $658K |
| Pinnacle Financial Group, LLC / IL | 0.20% | No change | 14,011 | $611K |
| Global Retirement Partners, LLC | 0.01% | — | 13,817 | $603K |
| Gateway Wealth Partners, LLC | 0.11% | Add +8.3% | 13,748 | $600K |
| Institute for Wealth Management, LLC. | 0.07% | Add +1.1% | 13,351 | $582K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +0.2% | 12,976 | $566K |
| McNamara Financial Services, Inc. | 0.11% | Add +82.0% | 12,759 | $557K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.7% | 12,549 | $548K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +116.0% | 12,503 | $546K |
| Western Wealth Management, LLC | 0.03% | Reduce -1.6% | 12,231 | $534K |
| SMI Advisory Services, LLC | 0.10% | Add +6.9% | 12,081 | $521K |
| NewSquare Capital LLC | 0.04% | Add +3.0% | 11,682 | $510K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -2.6% | 11,650 | $508K |
| Leuthold Group, LLC | 0.06% | New | 10,932 | $477K |
| Creative Planning | 0.00% | Reduce -24.8% | 10,352 | $452K |
| Larson Financial Group LLC | 0.02% | Add +0.1% | 10,190 | $445K |
| James Investment Research, Inc. | 0.05% | Add +5.3% | 9,776 | $427K |
| ORG Partners LLC | 0.09% | Add +59.6% | 9,767 | $426K |
| Alterna Wealth Management, Inc. | 0.32% | Reduce -3.3% | 9,127 | $398K |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.4% | 8,918 | $389K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -7.0% | 8,886 | $388K |
"% of holder's portfolio" is AGGY's weight in each manager's 13F, not the share of Wisdomtree Yield Enhanced US the manager owns.