Wisdomtree Yield Enhanced USAGGYETF
13F holders, Q4 2025 (December 31)170holders +9
15new positions
12sold out
1famous investor
$44.05avg. 13F price*
At the end of Q4 2025, 170 institutions reported holding Wisdomtree Yield Enhanced US (AGGY) in their 13F filings, up 9 from Q3 2025. 15 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($102.6M), LPL Financial LLC ($65.1M) and Mercer Global Advisors Inc. ($57.8M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $19.7M |
| Exits | 12 | $5.9M |
All 13F filers, Q3 2025 → Q4 2025: 1,485,708 shares bought and 962,003 shares sold, net +523,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 170 holders
| Bank of America Corp. | 0.01% | Add +4.8% | 2,328,806 | $102.6M |
| LPL Financial LLC | 0.02% | Add +17.6% | 1,477,258 | $65.1M |
| Mercer Global Advisors Inc. | 0.09% | Add +13.1% | 1,312,116 | $57.8M |
| Cwm, LLC | 0.15% | Add +1.7% | 1,237,268 | $54.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -13.0% | 709,752 | $31.3M |
| Prestige Wealth Management Group LLC | 5.33% | Add +0.0% | 634,661 | $28.0M |
| Savant Capital, LLC | 0.15% | Reduce -2.6% | 597,285 | $26.3M |
| UBS Group AG | 0.00% | Add +6.4% | 540,509 | $23.8M |
| Private Advisor Group, LLC | 0.09% | Add +4.4% | 413,202 | $18.2M |
| First Foundation Advisors | 0.52% | Reduce -7.0% | 310,135 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Add +2.2% | 284,132 | $12.5M |
| Atria Investments, Inc | 0.13% | Reduce -4.8% | 261,767 | $11.5M |
| Grey Ledge Advisors, LLC | 2.57% | Add +14.0% | 258,394 | $11.4M |
| Raymond James Financial Inc. | 0.00% | Add +8.2% | 256,924 | $11.3M |
| Citizens Financial Group Inc. | 0.14% | Add +2.5% | 244,643 | $10.8M |
| Smartleaf Asset Management LLC | 0.40% | Add +7.0% | 241,815 | $10.7M |
| WealthPlan Investment Management, LLC | 0.67% | Add +277.5% | 240,318 | $10.6M |
| Morgan Stanley | 0.00% | Add +1.8% | 240,177 | $10.6M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +15.1% | 234,556 | $10.3M |
| Insight Advisors, LLC/ PA | 1.37% | Add +2.9% | 204,837 | $9.0M |
| Broussard Financial Group LLC | 6.11% | — | 171,121 | $7.5M |
| Cetera Investment Advisers | 0.01% | Add +49.8% | 151,530 | $6.7M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +5.7% | 148,464 | $6.5M |
| RFG Advisory, LLC | 0.12% | Add +7.1% | 146,594 | $6.5M |
| Stifel Financial Corp. | 0.01% | Add +5.4% | 136,654 | $6.0M |
| Merit Financial Group, LLC | 0.05% | New | 132,237 | $5.8M |
| Mariner, LLC | 0.01% | New | 130,350 | $5.7M |
| Wells Fargo & Company | 0.00% | Add +17.4% | 125,424 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.1% | 106,383 | $4.7M |
| Oxinas Partners, LLC | 2.25% | Add +3.5% | 106,016 | $4.7M |
| Optima Capital LLC | 1.86% | New | 97,744 | $4.3M |
| Lanark Financial, Inc. | 0.32% | Add +12.6% | 95,322 | $4.2M |
| Trilogy Capital Inc. | 0.16% | Add +18.6% | 79,996 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +4.8% | 79,418 | $3.5M |
| Captrust Financial Advisors | 0.01% | Add +1.7% | 79,131 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +8.4% | 73,898 | $3.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.8% | 64,498 | $2.8M |
| Freedom Investment Management, Inc. | 0.82% | Reduce -13.4% | 64,291 | $2.8M |
| American Financial & Tax Strategies Inc. | 1.41% | Add +2.0% | 64,184 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.3% | 62,576 | $2.8M |
| WealthPoint Financial, LLC | 2.35% | — | 61,227 | $2.7M |
| Golden State Wealth Management, LLC | 0.25% | Add +0.1% | 53,752 | $2.4M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +7.2% | 53,354 | $2.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | No change | 50,360 | $2.2M |
| Sharper & Granite LLC | 0.73% | Reduce -2.7% | 47,377 | $2.1M |
| Harbour Investments, Inc. | 0.04% | Add +13.6% | 45,385 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +10.1% | 41,729 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -8.3% | 40,103 | $1.8M |
| Ascentis Independent Advisors | 0.28% | Reduce -43.8% | 39,852 | $1.8M |
| Betterment LLC | 0.00% | Add +10.0% | 38,249 | $1.7M |
| Independent Wealth Network Inc. | 0.47% | Add +2.0% | 34,840 | $1.5M |
| JT Stratford LLC | 0.19% | Add +1.7% | 33,180 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -2.9% | 31,612 | $1.4M |
| Segall Bryant & Hamill, LLC | 0.02% | Reduce -5.1% | 30,646 | $1.3M |
| Bison Wealth, LLC | 0.14% | New | 29,208 | $1.3M |
| Symphony Financial, Ltd. Co. | 0.16% | Reduce -5.6% | 27,729 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +22.8% | 27,427 | $1.2M |
| David Kennon Inc | 0.40% | Reduce -1.1% | 25,614 | $1.1M |
| Integrity Alliance, Llc. | 0.04% | Reduce -4.9% | 24,084 | $1.1M |
| Howard Bailey Securities, LLC | 0.41% | Reduce -90.3% | 23,406 | $1.0M |
| James Investment Research, Inc. | 0.10% | Add +86.3% | 20,878 | $920K |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.5% | 20,143 | $887K |
| Goldstone Financial Group, LLC | 0.10% | Reduce -8.0% | 19,884 | $876K |
| Gateway Wealth Partners, LLC | 0.10% | Add +7.3% | 19,846 | $874K |
| Barnes Wealth Management Group, Inc | 0.47% | Add +2.2% | 19,840 | $874K |
| Summit Financial, LLC | 0.01% | Reduce -14.6% | 18,717 | $824K |
| Winch Advisory Services, LLC | 0.18% | Add +1.6% | 18,516 | $816K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -11.6% | 18,350 | $810K |
| Empirical Asset Management, LLC | 0.23% | Reduce -6.9% | 18,121 | $798K |
| EJMK Ventures LLC | 0.48% | — | 17,866 | $787K |
| Webster Bank, N. A. | 0.07% | Add +5.4% | 17,828 | $785K |
| Trinity Wealth Management, LLC | 0.28% | Reduce -3.5% | 17,211 | $758K |
| Creative Planning | 0.00% | Add +0.7% | 17,100 | $753K |
| Park Avenue Securities LLC | 0.01% | Add +4.9% | 16,775 | $739K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -0.7% | 15,427 | $680K |
| WealthPLAN Partners, LLC | 0.10% | New | 15,182 | $669K |
| Sun Financial Inc | 0.37% | — | 14,944 | $658K |
| Beacon Financial Group | 0.06% | Reduce -12.1% | 14,641 | $645K |
| Pinnacle Financial Group, LLC / IL | 0.18% | No change | 14,439 | $636K |
| Global Retirement Partners, LLC | 0.01% | Add +0.1% | 13,832 | $609K |
| Beacon Financial Advisory LLC | 0.14% | Reduce -13.8% | 13,731 | $605K |
| Capstone Financial Advisors, Inc. | 0.03% | No change | 12,976 | $572K |
| McNamara Financial Services, Inc. | 0.11% | Reduce -0.2% | 12,745 | $561K |
| Bank of New York Mellon Corp | 0.00% | Add +66.7% | 12,567 | $554K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +10.6% | 12,416 | $547K |
| NewSquare Capital LLC | 0.05% | Reduce -3.0% | 12,166 | $536K |
| Worth Asset Management, LLC | 0.22% | Add +1.3% | 11,980 | $528K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.8% | 11,501 | $507K |
| Waverly Advisors, LLC | 0.00% | Reduce -93.5% | 10,727 | $473K |
| Arkadios Wealth Advisors | 0.01% | Add +1.7% | 10,503 | $463K |
| Larson Financial Group LLC | 0.01% | Reduce -0.6% | 9,989 | $440K |
| Westwood Wealth Management | 0.32% | New | 9,749 | $429K |
| Lionshead Wealth Management, LLC | 0.32% | Reduce -0.2% | 9,749 | $429K |
| Hopwood Nicholas Hunter | 0.13% | — | 9,338 | $411K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.1% | 9,240 | $407K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +57.8% | 9,077 | $400K |
| REAP Financial Group, LLC | 0.08% | Reduce -0.5% | 9,037 | $398K |
| Opal Wealth Advisors, LLC | 0.10% | New | 8,900 | $392K |
| SFE Investment Counsel | 0.06% | Reduce -9.2% | 8,748 | $385K |
| Alterna Wealth Management, Inc. | 0.31% | No change | 8,446 | $372K |
| Reyes Financial Architecture, Inc. | 0.22% | Add +546.6% | 8,108 | $357K |
| Town Capital LLC | 0.29% | — | 8,033 | $354K |
| Retireful, LLC | 0.44% | New | 7,919 | $350K |
| CVA Family Office, LLC | 0.04% | No change | 7,895 | $348K |
| CoreCap Advisors, LLC | 0.01% | No change | 7,442 | $328K |
| Simplicity Wealth,LLC | 0.02% | Reduce -0.3% | 7,425 | $327K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 7,290 | $321K |
| Kingdom Financial Group LLC. | 0.10% | New | 7,028 | $310K |
| Team Financial Group, LLC | 0.14% | Add +1.1% | 6,994 | $308K |
| FORM Wealth Advisors, LLC | 0.03% | — | 6,741 | $297K |
| United Advisor Group, LLC | 0.04% | Add +0.3% | 6,673 | $294K |
| Swmg, LLC | 0.08% | Add +8.6% | 6,526 | $288K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -96.3% | 6,354 | $280K |
| Western Wealth Management, LLC | 0.01% | Reduce -49.6% | 6,211 | $274K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.7% | 6,058 | $267K |
| Meridian Financial Advisors, LLC | 0.14% | Add +1.0% | 5,832 | $257K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -58.2% | 5,617 | $247K |
| IFP Advisors, Inc | 0.01% | Reduce -7.1% | 5,441 | $240K |
| OMNI 360 Wealth, Inc. | 0.12% | Add +7.7% | 5,390 | $239K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.5% | 5,364 | $236K |
| HF Advisory Group, LLC | 0.08% | Add +1.2% | 5,348 | $236K |
| Centaurus Financial, Inc. | 0.01% | Add +7.3% | 5,324 | $235K |
| Citadel Advisors | 0.00% | Reduce -82.5% | 5,291 | $233K |
| IHT Wealth Management, LLC | 0.01% | Reduce -15.8% | 5,209 | $229K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -3.3% | 4,994 | $220K |
| Quadcap Wealth Management, LLC | 0.02% | Reduce -4.6% | 4,897 | $216K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.0% | 4,812 | $212K |
| Victory Financial Group, LLC | 0.03% | Reduce -22.5% | 4,707 | $207K |
| Vise Technologies, Inc. | 0.00% | New | 4,707 | $207K |
| Acorn Financial Advisory Services Inc. | 0.03% | No change | 4,634 | $204K |
| Vantage Point Financial LLC | 0.07% | No change | 4,593 | $202K |
| Evolution Wealth Management Inc. | 0.14% | Reduce -24.1% | 3,858 | $170K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 3,719 | $165K |
| Frazier Financial Advisors, LLC | 0.09% | No change | 3,627 | $160K |
| Citigroup Inc. | 0.00% | Add +7.3% | 3,578 | $158K |
| Breakwater Investment Management | 0.05% | Add +6.6% | 3,262 | $144K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,944 | $130K |
| SBI Securities Co., Ltd. | 0.00% | Add +17.8% | 2,362 | $104K |
| Royal Bank of Canada | 0.00% | Add +23.0% | 2,254 | $99K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 2,057 | $91K |
| Comerica Bank | 0.00% | No change | 1,847 | $81K |
| Covestor Ltd | 0.04% | Add +1.9% | 1,683 | $74K |
| Darwin Wealth Management, LLC | 0.02% | Add +0.1% | 1,122 | $49K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,061 | $47K |
| SHP Wealth Management | 0.00% | — | 695 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 528 | $23K |
| Tidemark, LLC | 0.01% | No change | 500 | $22K |
| Tucker Asset Management LLC | 0.01% | Add +0.4% | 466 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | New | 431 | $19K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -93.5% | 405 | $18K |
| Key Financial Inc | 0.00% | No change | 351 | $15K |
| Allworth Financial LP | 0.00% | No change | 332 | $15K |
| Glenmede Trust Co. NA | 0.00% | — | 319 | $14K |
| Caldwell Trust Co | 0.00% | No change | 300 | $13K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 284 | $13K |
| Private Trust Co. NA | 0.00% | Reduce -11.8% | 231 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | Add +0.9% | 214 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 201 | $9K |
| First Horizon Corp. | 0.00% | No change | 200 | $9K |
| Elevated Capital Advisors, LLC | 0.00% | New | 169 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.3% | 162 | $7K |
| Costello Asset Management, INC | 0.00% | Add +0.7% | 136 | $6K |
| NBT Bank, N.A. | 0.00% | New | 44 | $4K |
| FMR LLC | 0.00% | Reduce -9.4% | 96 | $4K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 45 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 32 | $1K |
| Strategic Advocates LLC | 0.00% | No change | 26 | $1K |
| Spurstone Advisory Services, LLC | 0.01% | No change | 10 | $440 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 3 | $132 |
| Hantz Financial Services, Inc. | 0.00% | No change | 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.