Wisdomtree Yield Enhanced USAGGYETF
13F holders, Q3 2025 (September 30)161holders −3
16new positions
15sold out
1famous investor
$44.27avg. 13F price*
At the end of Q3 2025, 161 institutions reported holding Wisdomtree Yield Enhanced US (AGGY) in their 13F filings, down 3 from Q2 2025. 16 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($98.4M), LPL Financial LLC ($55.6M) and Cwm, LLC ($53.8M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $3.1M |
| Exits | 15 | $24.1M |
All 13F filers, Q2 2025 → Q3 2025: 841,511 shares bought and 1,707,152 shares sold, net −865,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| Bank of America Corp. | 0.01% | Add +1.9% | 2,223,071 | $98.4M |
| LPL Financial LLC | 0.02% | Add +2.6% | 1,256,451 | $55.6M |
| Cwm, LLC | 0.16% | Add +3.0% | 1,216,314 | $53.8M |
| Mercer Global Advisors Inc. | 0.09% | Add +33.4% | 1,160,599 | $51.4M |
| HighTower Advisors, LLC | 0.04% | Reduce -5.2% | 815,770 | $36.1M |
| Prestige Wealth Management Group LLC | 5.42% | Add +1.0% | 634,574 | $28.1M |
| Savant Capital, LLC | 0.16% | Reduce -2.9% | 613,381 | $27.2M |
| UBS Group AG | 0.00% | Add +7.2% | 507,974 | $22.5M |
| Private Advisor Group, LLC | 0.09% | Add +0.3% | 395,709 | $17.5M |
| First Foundation Advisors | 0.55% | Reduce -3.0% | 333,376 | $14.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1.3% | 277,971 | $12.3M |
| Atria Investments, Inc | 0.14% | Add +9.8% | 275,102 | $12.2M |
| Howard Bailey Securities, LLC | 3.03% | Add +14.9% | 240,737 | $10.7M |
| Citizens Financial Group Inc. | 0.14% | Add +1.9% | 238,771 | $10.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.3% | 237,483 | $10.5M |
| Morgan Stanley | 0.00% | Add +6.7% | 235,880 | $10.4M |
| Grey Ledge Advisors, LLC | 2.27% | Add +7.5% | 226,627 | $10.0M |
| Smartleaf Asset Management LLC | 0.62% | Add +3.8% | 226,080 | $10.0M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +20.9% | 203,858 | $9.0M |
| Insight Advisors, LLC/ PA | 1.35% | Add +0.4% | 198,987 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.5% | 170,861 | $7.6M |
| Waverly Advisors, LLC | 0.07% | Add +14.1% | 164,666 | $7.3M |
| Defined Financial Planning LLC | 5.58% | Add +10.2% | 152,014 | $6.7M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Reduce -38.7% | 140,525 | $6.2M |
| RFG Advisory, LLC | 0.13% | Add +2.8% | 136,913 | $6.1M |
| Stifel Financial Corp. | 0.01% | Reduce -1.0% | 129,703 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.8% | 113,254 | $5.0M |
| Wells Fargo & Company | 0.00% | Add +35.6% | 106,880 | $4.7M |
| Oxinas Partners, LLC | 2.43% | Add +6.3% | 102,406 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +5.7% | 101,134 | $4.5M |
| Lanark Financial, Inc. | 0.29% | Add +3.8% | 84,649 | $3.7M |
| Jane Street Group, LLC | 0.00% | Reduce -29.0% | 79,875 | $3.5M |
| Captrust Financial Advisors | 0.01% | Add +4.5% | 77,809 | $3.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.8% | 75,819 | $3.3M |
| Freedom Investment Management, Inc. | 0.87% | Reduce -30.9% | 74,265 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -89.1% | 71,356 | $3.2M |
| Ascentis Independent Advisors | 0.53% | Add +12.7% | 70,910 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +7.0% | 68,145 | $3.0M |
| Trilogy Capital Inc. | 0.14% | Reduce -40.2% | 67,429 | $3.0M |
| WealthPlan Investment Management, LLC | 0.19% | Add +2.3% | 63,664 | $2.8M |
| American Financial & Tax Strategies Inc. | 1.39% | Reduce -1.4% | 62,952 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +30.7% | 59,834 | $2.6M |
| Golden State Wealth Management, LLC | 0.26% | Add +2.3% | 53,713 | $2.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +8.9% | 50,360 | $2.2M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +1.6% | 49,762 | $2.2M |
| Sharper & Granite LLC | 0.77% | Add +1.1% | 48,697 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -13.4% | 43,751 | $1.9M |
| Harbour Investments, Inc. | 0.04% | Add +29.2% | 39,949 | $1.8M |
| AE Wealth Management LLC | 0.01% | Add +11.3% | 37,914 | $1.7M |
| Betterment LLC | 0.00% | Add +2.0% | 34,759 | $1.5M |
| Independent Wealth Network Inc. | 0.49% | Add +10.3% | 34,164 | $1.5M |
| JT Stratford LLC | 0.19% | Reduce -9.1% | 32,635 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -2.6% | 32,556 | $1.4M |
| Segall Bryant & Hamill, LLC | 0.02% | Reduce -1.8% | 32,301 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -10.8% | 30,283 | $1.3M |
| Symphony Financial, Ltd. Co. | 0.16% | Reduce -22.9% | 29,369 | $1.3M |
| David Kennon Inc | 0.41% | Reduce -0.3% | 25,887 | $1.1M |
| Integrity Alliance, Llc. | 0.05% | Reduce -9.4% | 25,334 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.4% | 22,342 | $989K |
| Summit Financial, LLC | 0.01% | New | 21,910 | $970K |
| Goldstone Financial Group, LLC | 0.11% | Add +1.6% | 21,608 | $957K |
| Diversify Advisory Services, LLC | 0.03% | Add +22.4% | 20,748 | $917K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.7% | 20,648 | $910K |
| Empirical Asset Management, LLC | 0.24% | Add +10.6% | 19,459 | $861K |
| Barnes Wealth Management Group, Inc | 0.47% | Add +7.4% | 19,410 | $859K |
| Gateway Wealth Partners, LLC | 0.11% | Add +34.5% | 18,492 | $819K |
| Winch Advisory Services, LLC | 0.18% | Add +12.7% | 18,232 | $807K |
| Trinity Wealth Management, LLC | 0.30% | Reduce -0.4% | 17,833 | $789K |
| Creative Planning | 0.00% | Add +64.0% | 16,982 | $752K |
| Webster Bank, N. A. | 0.07% | No change | 16,911 | $749K |
| Beacon Financial Group | 0.07% | Reduce -79.1% | 16,658 | $737K |
| Park Avenue Securities LLC | 0.01% | Add +2.3% | 15,989 | $708K |
| Beacon Financial Advisory LLC | 0.16% | Reduce -16.8% | 15,938 | $706K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -2.7% | 15,536 | $688K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.7% | 15,468 | $685K |
| Pinnacle Financial Group, LLC / IL | 0.19% | Add +3.0% | 14,439 | $639K |
| Global Retirement Partners, LLC | 0.01% | Add +0.0% | 13,821 | $612K |
| Institute for Wealth Management, LLC. | 0.06% | Add +0.6% | 13,437 | $595K |
| Capstone Financial Advisors, Inc. | 0.03% | No change | 12,976 | $574K |
| McNamara Financial Services, Inc. | 0.10% | Add +0.1% | 12,765 | $565K |
| NewSquare Capital LLC | 0.04% | Add +7.4% | 12,548 | $556K |
| Western Wealth Management, LLC | 0.03% | Add +0.7% | 12,319 | $545K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.7% | 11,957 | $529K |
| Worth Asset Management, LLC | 0.24% | Reduce -41.5% | 11,826 | $524K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +55.8% | 11,228 | $497K |
| James Investment Research, Inc. | 0.05% | Add +14.6% | 11,206 | $496K |
| Arkadios Wealth Advisors | 0.01% | Add +36.7% | 10,329 | $457K |
| Larson Financial Group LLC | 0.02% | Reduce -1.4% | 10,046 | $445K |
| Lionshead Wealth Management, LLC | 0.34% | Add +45.6% | 9,772 | $433K |
| SFE Investment Counsel | 0.07% | Reduce -36.1% | 9,639 | $427K |
| ORG Partners LLC | 0.08% | Reduce -5.5% | 9,230 | $409K |
| REAP Financial Group, LLC | 0.09% | Add +4.4% | 9,078 | $402K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.7% | 8,473 | $375K |
| Alterna Wealth Management, Inc. | 0.31% | Reduce -7.5% | 8,446 | $374K |
| CVA Family Office, LLC | 0.04% | No change | 7,895 | $350K |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.5% | 7,537 | $334K |
| Simplicity Wealth,LLC | 0.02% | Reduce -51.8% | 7,444 | $330K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.8% | 7,442 | $329K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 7,290 | $323K |
| SMI Advisory Services, LLC | 0.06% | Reduce -41.7% | 7,041 | $312K |
"% of holder's portfolio" is AGGY's weight in each manager's 13F, not the share of Wisdomtree Yield Enhanced US the manager owns.