WISDOMTREE YIELD ENHANCED US AGGY
$43.49
+0.2% 52w: $41.23 – $43.86
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data41.2342.5443.86
Jun 20, 2025 Jul 2, 2026
Institutional holders
163
-6 QoQ
13F value
$739.2M
+6.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$598K calls / — puts
Institutional value by quarter
Number of holders
Who owns AGGY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.4M | $103.4M | 0.0% | +2.2% |
| LPL Financial LLC | Bank broker | 1.5M | $65.3M | 0.0% | +1.8% |
| CWM, LLC | Wealth advisor | 1.3M | $55.9M | 0.1% | +3.9% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.3M | $54.7M | 0.1% | -4.1% |
| Prestige Wealth Management Group LLC | Wealth advisor | 686.1K | $29.8M | 5.9% | +8.1% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 675.9K | $29.4M | 0.3% | New |
| HighTower Advisors, LLC | Diversified mechanical | 627.0K | $27.2M | 0.0% | -11.7% |
| Savant Capital, LLC | Wealth advisor | 587.8K | $25.5M | 0.1% | -1.6% |
| UBS Group AG | Bank broker | 584.9K | $25.4M | 0.0% | +8.2% |
| WealthPlan Investment Management, LLC | Wealth advisor | 507.6K | $22.1M | 1.2% | +111.2% |
| Private Advisor Group, LLC | Wealth advisor | 431.9K | $18.8M | 0.1% | +4.5% |
| FIRST FOUNDATION ADVISORS | Other | 320.6K | $13.9M | 0.6% | +3.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 283.3K | $12.3M | 0.0% | +10.3% |
| CITIZENS FINANCIAL GROUP INC/RI | Other | 267.4K | $11.6M | 0.2% | +9.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 264.8K | $11.5M | 0.0% | -6.8% |
| Grey Ledge Advisors, LLC | Wealth advisor | 264.9K | $11.5M | 2.6% | +2.5% |
| MORGAN STANLEY | Bank broker | 264.3K | $11.5M | 0.0% | +10.1% |
| Atria Investments, Inc | Wealth advisor | 263.5K | $11.4M | 0.1% | +0.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 258.0K | $11.2M | 0.1% | +10.0% |
| Smartleaf Asset Management LLC | Wealth advisor | 251.3K | $10.9M | 0.4% | +3.9% |
| Cetera Investment Advisers | Wealth advisor | 209.4K | $9.1M | 0.0% | +38.2% |
| Broussard Financial Group LLC | Wealth advisor | 183.6K | $8.0M | 6.4% | +7.3% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 159.0K | $6.9M | 0.1% | +7.1% |
| RFG Advisory, LLC | Wealth advisor | 151.7K | $6.6M | 0.1% | +3.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 135.6K | $5.9M | 0.0% | -0.8% |
| Mariner, LLC | Diversified mechanical | 129.0K | $5.6M | 0.0% | -1.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 119.7K | $5.2M | 0.0% | +91.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 116.0K | $5.0M | 0.0% | -7.5% |
| Oxinas Partners, LLC | Wealth advisor | 111.2K | $4.8M | 2.2% | +4.9% |
| Merit Financial Group, LLC | Wealth advisor | 108.0K | $4.7M | 0.0% | -18.3% |
| JPMORGAN CHASE & CO | Bank broker | 107.8K | $4.7M | 0.0% | +1.3% |
| NBC SECURITIES, INC. | Diversified mechanical | 106.8K | $4.6M | 0.3% | +12.0% |
| OPTIMA CAPITAL LLC | Wealth advisor | 101.3K | $4.4M | 2.0% | +3.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 99.0K | $4.3M | 0.0% | +53.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 82.6K | $3.6M | 0.0% | +4.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 80.6K | $3.5M | 0.0% | +1.8% |
| Freedom Investment Management, Inc. | Wealth advisor | 73.8K | $3.2M | 1.0% | +14.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 69.9K | $3.0M | 0.0% | +1220.6% |
| JANE STREET GROUP, LLC | Market maker | 68.2K | $3.0M | 0.0% | New |
| WealthPoint Financial, LLC | Wealth advisor | 67.6K | $2.9M | 2.5% | +10.5% |
| Sharper & Granite LLC | Wealth advisor | 67.6K | $2.9M | 1.0% | +42.6% |
| Ascentis Independent Advisors | Other | 67.1K | $2.9M | 0.2% | +68.3% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | Wealth advisor | 63.9K | $2.8M | 1.3% | -0.5% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 59.2K | $2.6M | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 55.9K | $2.4M | 0.0% | +23.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 54.2K | $2.4M | 0.0% | -26.6% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 51.4K | $2.2M | 0.0% | +2.1% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 47.7K | $2.1M | 0.0% | +18.9% |
| AE Wealth Management LLC | Wealth advisor | 46.9K | $2.0M | 0.0% | +12.5% |
| Gateway Wealth Partners, LLC | Wealth advisor | 43.6K | $1.9M | 0.1% | +119.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.