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

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund logo
$43.59 +0.04 (+0.09%)
As of 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)
21
Total
Institutional Inflows
(last 12 months)
$22.56M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$546.70K
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AGGY Institutional Buying and Selling by Quarter

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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
2/17/2025Captrust Financial Advisors77,564$3.33M0.0%+9.0%0.345%
2/17/2025Ameriprise Financial Inc.155,302$6.67M0.0%+9.6%0.690%
2/14/2025IHT Wealth Management LLC6,259$269K0.0%-24.7%0.028%
2/13/2025Covestor Ltd1,062$46K0.0%+60.4%0.005%
2/12/2025Invenio Wealth Partners LLC256,296$11M4.6%+7.6%1.139%
2/12/2025JPMorgan Chase & Co.399,227$17.14M0.0%+52.8%1.774%
2/11/2025Segall Bryant & Hamill LLC33,969$1.46M0.0%+3.5%0.151%
2/10/2025Creative Financial Designs Inc. ADV7,963$342K0.0%+12.8%0.035%
2/6/2025NewSquare Capital LLC11,160$479K0.0%+6.7%0.050%
2/6/2025SBI Securities Co. Ltd.1,686$72K0.0%N/A0.007%
2/6/2025Jones Financial Companies Lllp11,615$499K0.0%+75.9%0.052%
2/5/2025Maripau Wealth Management LLC4,701$202K0.1%N/A0.021%
1/28/2025Golden State Wealth Management LLC55,046$2.36M0.4%N/A0.245%
1/24/2025GPS Wealth Strategies Group LLC9,434$405K0.1%-4.5%0.042%
1/22/2025Webster Bank N. A.16,911$726K0.1%N/A0.075%
1/14/2025Winch Advisory Services LLC16,723$718K0.2%+31.6%0.074%
1/10/2025ORG Partners LLC2,961$127K0.0%N/A0.013%
1/8/2025Worth 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%
10/21/2024Winch Advisory Services LLC12,707$568K0.2%+4.5%0.056%
10/15/2024NBC Securities Inc.53,782$2.40M0.2%+12.5%0.239%
10/9/2024Worth 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%
7/11/2024Worth 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%
1/23/2024Householder Group Estate & Retirement Specialist LLC954$42K0.0%-20.6%0.005%
1/18/2024Winch Advisory Services LLC7,524$331K0.1%+36.1%0.038%
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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%
11/6/2023Winch 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%
10/10/2023Householder Group Estate & Retirement Specialist LLC1,201$50K0.0%N/A0.006%
8/15/2023Invenio Wealth Partners LLC11,900$513K0.6%N/A0.061%
8/8/2023Winch 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%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC6,088$266K0.0%N/A0.029%
5/10/2023Winch 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%
4/13/2023Householder 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%
1/20/2023Miracle Mile Advisors LLC54,909$2.34M0.1%-93.4%0.260%
1/13/2023Savior LLC1,457$62K0.1%+4,315.2%0.007%
1/5/2023Future 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%
10/31/2022Winch Advisory Services LLC3,279$138K0.1%+15.9%0.017%
10/24/2022Miracle Mile Advisors LLC831,818$35.12M1.6%+1.2%4.159%
10/20/2022Tsfg LLC1,030$43K0.0%-61.8%0.005%
10/17/2022GPS Wealth Strategies Group LLC40,618$1.72M0.4%+52.2%0.198%
10/13/2022Future 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%
8/12/2022Winch 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%
7/15/2022Miracle 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%
7/13/2022Tsfg LLC2,698$121K0.1%-33.7%0.013%
7/8/2022Worth Asset Management LLC585$26K0.0%-45.1%0.003%
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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%
(Data available from 1/1/2016 forward)

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AGGY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGGY shares?

During the previous two years, 29 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. ($17.14M), Invenio Wealth Partners LLC ($11M), OLD Mission Capital LLC ($8.28M), Ameriprise Financial Inc. ($6.67M), Captrust Financial Advisors ($3.33M), WealthPLAN Partners LLC ($3.12M), and NBC Securities Inc. ($2.40M).Learn more on AGGY's institutional investors.

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

Of the 27 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: JPMorgan Chase & Co. ($293.91K), OLD Mission Capital LLC ($172.41K), WealthPLAN Partners LLC ($72.48K), Golden State Wealth Management LLC ($55.05K), NBC Securities Inc. ($53.78K), Segall Bryant & Hamill LLC ($33.97K), and Invenio Wealth Partners LLC ($30.09K).

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

Institutional investors have bought a total of 817,581 shares in the last 24 months. This purchase volume represents approximately $35.61M in transactions.

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

The following institutional investors have sold WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock in the last 24 months: GPS Wealth Strategies Group LLC ($33.03K), Worth Asset Management LLC ($6.36K), IHT Wealth Management LLC ($2.05K), Captrust Financial Advisors ($1.76K), ICA Group Wealth Management LLC ($1.58K), Creative Financial Designs Inc. ADV ($597.00), and Householder Group Estate & Retirement Specialist LLC ($247.00).

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

Institutional investors have sold a total of 45,617 shares in the last 24 months. This volume of shares sold represents approximately $1.98M in transactions.


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This page (NYSEARCA:AGGY) was last updated on 4/2/2025 by MarketBeat.com Staff
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