Free Trial
→ Wall Street Legend Issues Urgent AI Stock Warning (From Chaikin Analytics) (Ad)tc pixel Free AGGY Stock Alerts

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

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund logo
$44.39 +0.07 (+0.17%)
As of 10:41 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (NYSEARCA:AGGY)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$29.90M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$13.34M
Get AGGY Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AGGY Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Captrust Financial Advisors74,446$3.25M0.0%-1.3%0.407%
8/15/2025IHT Wealth Management LLC5,937$259K0.0%-6.5%0.032%
8/15/2025Ameriprise Financial Inc.274,550$11.98M0.0%-2.0%1.500%
8/13/2025Leuthold Group LLC10,932$477K0.1%N/A0.060%
8/12/2025Segall Bryant & Hamill LLC32,881$1.44M0.0%+1.6%0.180%
8/12/2025JPMorgan Chase & Co.163,670$7.14M0.0%-63.1%0.894%
8/8/2025SBI Securities Co. Ltd.2,086$91K0.0%+19.7%0.011%
8/7/2025Winch Advisory Services LLC16,181$706K0.2%-7.1%0.089%
8/5/2025GPS Wealth Strategies Group LLC7,268$317K0.0%-3.2%0.040%
8/5/2025NewSquare Capital LLC11,682$510K0.0%+3.1%0.064%
8/4/2025Creative Financial Designs Inc. ADV6,065$265K0.0%-8.6%0.033%
8/4/2025Arkadios Wealth Advisors7,558$330K0.0%N/A0.042%
7/16/2025ORG Partners LLC9,767$426K0.1%+59.6%0.054%
7/15/2025GSB Wealth Management LLC210,917$9.20M2.2%+2.0%1.159%
7/11/2025Farther Finance Advisors LLC8,886$388K0.0%-7.0%0.049%
7/10/2025Worth Asset Management LLC20,206$882K0.4%+46.9%0.111%
7/8/2025NBC Securities Inc.81,531$3.56M0.3%+2.7%0.448%
5/15/2025OLD Mission Capital LLC6,645$289K0.0%N/A0.035%
5/7/2025MJT & Associates Financial Advisory Group Inc.1,595$69K0.1%N/A0.008%
5/6/2025Winch Advisory Services LLC17,424$757K0.2%+4.2%0.091%
5/2/2025Segall Bryant & Hamill LLC32,364$1.41M0.0%-4.7%0.169%
5/1/2025Fifth Third Securities Inc.10,887$473K0.0%N/A0.057%
4/29/2025Bank of New York Mellon Corp11,346$493K0.0%+20.7%0.059%
4/29/2025Wayfinding Financial LLC2,990$129K0.1%N/A0.016%
4/25/2025Goodman Advisory Group LLC26,092$1.13M0.5%N/A0.136%
4/23/2025Creative Financial Designs Inc. ADV6,638$288K0.0%-16.6%0.035%
4/23/2025Golden State Wealth Management LLC83,954$3.65M0.3%+52.5%0.437%
4/23/2025Team Financial Group LLC7,004$304K0.2%+6.6%0.036%
4/21/2025ORG Partners LLC6,118$266K0.1%+106.6%0.030%
4/21/2025PSI Advisors LLC2,558$111K0.0%N/A0.013%
4/18/2025GSB Wealth Management LLC206,842$8.98M2.4%+0.3%1.029%
4/15/2025GPS Wealth Strategies Group LLC7,507$326K0.0%-20.4%0.037%
4/14/2025Farther Finance Advisors LLC9,556$416K0.0%N/A0.048%
4/9/2025NBC Securities Inc.79,424$3.45M0.3%+139,240.4%0.395%
4/9/2025Worth Asset Management LLC13,754$597K0.3%-3.1%0.068%
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%
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%
(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, 37 institutional investors and hedge funds held shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund. The most heavily invested institutionals were Ameriprise Financial Inc. ($11.98M), Invenio Wealth Partners LLC ($11M), GSB Wealth Management LLC ($9.20M), JPMorgan Chase & Co. ($7.14M), Golden State Wealth Management LLC ($3.65M), NBC Securities Inc. ($3.56M), and Captrust Financial Advisors ($3.25M).Learn more on WisdomTree Yield Enhanced U.S. Aggregate Bond Fund's institutional investors.

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

Of the 35 institutional investors that purchased WisdomTree Yield Enhanced U.S. Aggregate Bond Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($293.91K), NBC Securities Inc. ($135.26K), Golden State Wealth Management LLC ($83.95K), Segall Bryant & Hamill LLC ($34.49K), Worth Asset Management LLC ($27.00K), Goodman Advisory Group LLC ($26.09K), and Invenio Wealth Partners LLC ($18.19K).

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

Institutional investors have bought a total of 685,344 shares in the last 24 months. This purchase volume represents approximately $29.90M in transactions.

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

Of the 10 institutional investors that sold WisdomTree Yield Enhanced U.S. Aggregate Bond Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($279.59K), Worth Asset Management LLC ($6.79K), Ameriprise Financial Inc. ($5.63K), Captrust Financial Advisors ($2.74K), GPS Wealth Strategies Group LLC ($2.61K), Creative Financial Designs Inc. ADV ($2.50K), and IHT Wealth Management LLC ($2.47K).

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

Institutional investors have sold a total of 305,838 shares in the last 24 months. This volume of shares sold represents approximately $13.34M in transactions.


Related Companies

This page (NYSEARCA:AGGY) was last updated on 9/10/2025 by MarketBeat.com Staff
From Our Partners
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
World War 3? Everything Just Changed — and One Tiny Company Is at the Center of It.
Trump immediately activated a $5.3 TRILLION AI missile shield — code-named Golden Dome — to stop drone swarms ...
Angel Publishing | Sponsoredtc pixel
Time is running out on the most obvious trade in history
Gold just broke out to fresh all-time highs, silver is up 40% this year, and for the first time in three decad...
Golden Portfolio | Sponsoredtc pixel
“HELIOS”: My No. 1 Investment of the 2020s
A mysterious new energy technology — backed by Nvidia, Google, and even legendary investors like Stanley Druck...
Stansberry Research | Sponsoredtc pixel
2013 Bitcoin miner reveals his trading system (free)
There are 18,347 cryptocurrencies in the market right now. 99% of them will fail. And trying to pick winner...
Crypto Swap Profits | Sponsoredtc pixel