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WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) Institutional Ownership

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund logo
$42.89 +0.02 (+0.05%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (NYSEARCA:AGGY)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$11.81M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$519.95K
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AGGY Institutional Buying and Selling by Quarter

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/14/2025 Winch Advisory Services LLC16,723$718K0.2%+31.6%0.074%
1/10/2025 ORG Partners LLC2,961$127K0.0%N/A0.013%
1/8/2025 Worth Asset Management LLC14,187$609K0.3%-30.9%0.063%
12/26/2024JPMorgan Chase & Co.261,354$11.69M0.0%+148.2%1.162%
11/15/2024IHT Wealth Management LLC8,312$372K0.0%+64.5%0.037%
11/15/2024Integrated Wealth Concepts LLC4,618$206K0.0%N/A0.021%
11/14/2024Captrust Financial Advisors71,146$3.18M0.0%-2.4%0.316%
11/8/2024Segall Bryant & Hamill LLC32,809$1.47M0.0%N/A0.146%
11/8/2024Avior Wealth Management LLC2,602$116K0.0%+18.7%0.012%
10/28/2024Creative Financial Designs Inc. ADV7,060$316K0.0%-7.8%0.031%
10/21/2024 Winch Advisory Services LLC12,707$568K0.2%+4.5%0.056%
10/15/2024NBC Securities Inc.53,782$2.40M0.2%+12.5%0.239%
10/9/2024 Worth Asset Management LLC20,544$919K0.5%+3.4%0.091%
7/23/2024NewSquare Capital LLC10,500$451K0.0%+2.5%0.047%
7/16/2024GPS Wealth Strategies Group LLC11,703$503K0.1%-10.9%0.052%
7/11/2024 Worth Asset Management LLC19,859$853K0.5%N/A0.088%
7/10/2024NBC Securities Inc.47,804$2.05M0.2%+12.8%0.212%
5/17/2024Comerica Bank3,726$162K0.0%+25.8%0.017%
4/5/2024NBC Securities Inc.42,382$1.84M0.2%+63.7%0.216%
3/8/2024ICA Group Wealth Management LLC3,324$146K0.0%-32.2%0.017%
2/9/2024Tidemark LLC619$27K0.0%N/A0.003%
2/7/2024NBC Securities Inc.25,889$1.14M0.1%+51.8%0.132%
2/1/2024NewSquare Capital LLC6,135$270K0.0%+4.9%0.031%
1/23/2024 Householder Group Estate & Retirement Specialist LLC954$42K0.0%-20.6%0.005%
1/18/2024 Winch Advisory Services LLC7,524$331K0.1%+36.1%0.038%
1/12/2024GPS Wealth Strategies Group LLC15,890$700K0.1%-3.5%0.081%
1/10/2024Creative Financial Designs Inc. ADV6,403$282K0.0%+9.9%0.033%
11/6/2023 Winch Advisory Services LLC5,528$229K0.1%+21.1%0.028%
11/4/2023NBC Securities Inc.17,054$707K0.1%N/A0.087%
10/26/2023GPS Wealth Strategies Group LLC16,458$683K0.1%-7.4%0.084%
10/17/2023Avior Wealth Management LLC6,645$276K0.0%+4.2%0.034%
10/10/2023 Householder Group Estate & Retirement Specialist LLC1,201$50K0.0%N/A0.006%
8/15/2023Invenio Wealth Partners LLC11,900$513K0.6%N/A0.061%
8/8/2023 Winch Advisory Services LLC4,563$197K0.1%+11.0%0.023%
7/31/2023WealthPLAN Partners LLC72,483$3.12M0.4%N/A0.348%
7/28/2023Private Trust Co. NA986$42K0.0%+98.4%0.005%
7/26/2023Creative Financial Designs Inc. ADV4,095$176K0.0%+184.6%0.020%
7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC6,377$275K0.0%+4.7%0.031%
7/17/2023GPS Wealth Strategies Group LLC17,771$766K0.1%-24.4%0.085%
5/12/2023OLD Mission Capital LLC189,592$8.28M0.2%+1,003.6%0.912%
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5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC6,088$266K0.0%N/A0.029%
5/10/2023 Winch Advisory Services LLC4,112$180K0.1%+21.0%0.020%
5/1/2023NewSquare Capital LLC5,610$245K0.0%+6.0%0.028%
4/17/2023GPS Wealth Strategies Group LLC23,498$1.03M0.2%-50.1%0.117%
4/13/2023 Householder Group Estate & Retirement Specialist LLC1,209$53K0.0%N/A0.006%
3/6/2023OLD Mission Capital LLC17,180$733K0.0%N/A0.085%
2/10/2023CoreCap Advisors LLC5,932$253K0.0%-31.4%0.030%
2/10/2023Wayfinding Financial LLC5,078$255K0.2%N/A0.026%
2/8/2023Vectors Research Management LLC4,006$171K0.0%-15.8%0.020%
2/6/2023Parallel Advisors LLC830$35K0.0%+764.6%0.004%
2/2/2023Farmers & Merchants Investments Inc.615$26K0.0%N/A0.003%
2/1/2023Creative Financial Designs Inc. ADV1,408$60K0.0%+845.0%0.007%
1/27/2023GPS Wealth Strategies Group LLC47,044$2.01M0.6%+15.8%0.236%
1/20/2023 Miracle Mile Advisors LLC54,909$2.34M0.1%-93.4%0.260%
1/13/2023Savior LLC1,457$62K0.1%+4,315.2%0.007%
1/5/2023 Future Financial Wealth Managment LLC33,041$1.41M1.6%-18.2%0.160%
11/22/2022IHT Wealth Management LLC10,038$424K0.0%+3.2%0.052%
11/15/2022Stonebridge Capital Advisors LLC8,553$361K0.0%+40,628.6%0.044%
11/14/2022United Capital Financial Advisers LLC4,816$203K0.0%N/A0.025%
10/31/2022 Winch Advisory Services LLC3,279$138K0.1%+15.9%0.017%
10/24/2022 Miracle Mile Advisors LLC831,818$35.12M1.6%+1.2%4.159%
10/20/2022 Tsfg LLC1,030$43K0.0%-61.8%0.005%
10/17/2022GPS Wealth Strategies Group LLC40,618$1.72M0.4%+52.2%0.198%
10/13/2022 Future Financial Wealth Managment LLC40,383$1.81M2.1%-5.0%0.191%
10/11/2022Ford Financial Group LLC31,347$1.32M0.6%+11.1%0.151%
8/12/2022 Winch Advisory Services LLC2,830$127K0.1%-72.3%0.013%
8/11/2022CoreCap Advisors LLC10,276$459K0.0%-23.4%0.048%
8/5/2022OLD Mission Capital LLC299,842$13.41M0.4%N/A1.408%
7/29/2022Patriot Financial Group Insurance Agency LLC11,636$520K0.1%-43.4%0.055%
7/26/2022NewSquare Capital LLC4,880$218K0.0%-30.1%0.023%
7/19/2022GPS Wealth Strategies Group LLC26,696$1.19M0.3%N/A0.125%
7/15/2022 Miracle Mile Advisors LLC822,018$36.75M1.7%+12.6%3.859%
7/14/2022Ford Financial Group LLC28,220$1.26M0.5%+172.2%0.132%
7/13/2022 Tsfg LLC2,698$121K0.1%-33.7%0.013%
7/8/2022 Worth Asset Management LLC585$26K0.0%-45.1%0.003%
5/19/2022Golden State Wealth Management LLC49,298$2.36M0.5%+27.5%0.213%
5/16/2022Horizon Investments LLC453,710$21.67M0.6%+3.8%1.964%
5/16/2022PFS Investments Inc.275,654$13.19M0.2%-3.5%1.193%
5/13/2022Karlinski Andrew C24,457$1.17M2.1%+3.8%0.114%
5/11/2022NEIRG Wealth Management LLC180,489$8.64M1.7%+15.2%0.851%
5/11/2022Patriot Financial Group Insurance Agency LLC20,563$984K0.2%-20.4%0.097%
5/10/2022NewSquare Capital LLC6,980$334K0.0%+12.9%0.034%
5/9/2022Wayfinding Financial LLC6,116$274K0.2%+20.4%0.030%
5/6/2022Retirement Group LLC4,574$219K0.1%-25.9%0.022%
5/4/2022IAG Wealth Partners LLC5,963$285K0.1%-36.5%0.029%
5/3/2022 Future Financial Wealth Managment LLC42,524$2.04M1.7%+7.9%0.206%
4/29/2022CoreCap Advisors LLC13,416$642K0.0%-4.0%0.064%
4/25/2022 Miracle Mile Advisors LLC730,331$34.95M1.5%+27.0%3.397%
4/13/2022Ford Financial Group LLC10,368$496K0.2%+10,588.7%0.047%
2/16/2022Horizon Investments LLC437,058$22.55M0.7%+5.2%2.062%
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2/14/2022IAG Wealth Partners LLC9,390$485K0.2%-20.0%0.044%
2/14/2022IHT Wealth Management LLC14,153$731K0.1%-8.8%0.067%
2/11/2022PFS Investments Inc.285,768$14.77M0.3%+9.1%1.348%
2/10/2022Covestor Ltd1,712$89K0.1%N/A0.008%
2/10/2022OLD Mission Capital LLC29,489$1.52M0.1%+371.7%0.137%
2/7/2022NEIRG Wealth Management LLC156,697$8.10M1.6%N/A0.725%
2/4/2022 Winch Advisory Services LLC10,412$538K0.2%-15.8%0.048%
2/4/2022Congress Wealth Management LLC DE 9,562$494K0.0%N/A0.044%
1/28/2022Wayfinding Financial LLC5,078$255K0.2%N/A0.024%
1/26/2022NewSquare Capital LLC6,185$320K0.0%+22.7%0.029%
(Data available from 1/1/2016 forward)

AGGY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGGY shares?

During the previous two years, 28 institutional investors and hedge funds held shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund. The most heavily invested institutionals were JPMorgan Chase & Co. ($11.69M), OLD Mission Capital LLC ($8.28M), Captrust Financial Advisors ($3.18M), WealthPLAN Partners LLC ($3.12M), NBC Securities Inc. ($2.40M), Miracle Mile Advisors LLC ($2.34M), and Segall Bryant & Hamill LLC ($1.47M).Learn more on AGGY's institutional investors.

Which institutional investors have been buying WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock?

Of the 23 institutional investors that purchased WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($189.59K), JPMorgan Chase & Co. ($156.04K), WealthPLAN Partners LLC ($72.48K), NBC Securities Inc. ($53.78K), Segall Bryant & Hamill LLC ($32.81K), Worth Asset Management LLC ($20.54K), and Invenio Wealth Partners LLC ($11.90K).

How much institutional buying is happening at WisdomTree Yield Enhanced U.S. Aggregate Bond Fund?

Institutional investors have bought a total of 586,221 shares in the last 24 months. This purchase volume represents approximately $25.67M in transactions.

Which WisdomTree Yield Enhanced U.S. Aggregate Bond Fund major shareholders have been selling company stock?

Of the 9 institutional investors that sold WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Miracle Mile Advisors LLC ($776.91K), GPS Wealth Strategies Group LLC ($32.58K), Worth Asset Management LLC ($6.36K), CoreCap Advisors LLC ($2.71K), Captrust Financial Advisors ($1.76K), ICA Group Wealth Management LLC ($1.58K), and Vectors Research Management LLC ($751.00).

How much institutional selling is happening at WisdomTree Yield Enhanced U.S. Aggregate Bond Fund?

Institutional investors have sold a total of 823,491 shares in the last 24 months. This volume of shares sold represents approximately $35.16M in transactions.


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This page (NYSEARCA:AGGY) was last updated on 1/18/2025 by MarketBeat.com Staff
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