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

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund logo
$43.15 -0.34 (-0.78%)
(As of 05:11 PM ET)
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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)
11
Total
Institutional Inflows
(last 12 months)
$4.55M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$272.11K
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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
11/15/2024 IHT Wealth Management LLC8,312$372K0.0%+64.5%0.037%
11/15/2024 Integrated Wealth Concepts LLC4,618$206K0.0%N/A0.021%
11/14/2024 Captrust Financial Advisors71,146$3.18M0.0%-2.4%0.316%
11/8/2024 Segall Bryant & Hamill LLC32,809$1.47M0.0%N/A0.146%
11/8/2024 Avior Wealth Management LLC2,602$116K0.0%+18.7%0.012%
10/28/2024 Creative 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%
10/15/2024 NBC 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%
7/23/2024 NewSquare Capital LLC10,500$451K0.0%+2.5%0.047%
7/16/2024 GPS Wealth Strategies Group LLC11,703$503K0.1%-10.9%0.052%
7/11/2024 Worth Asset Management LLC19,859$853K0.5%N/A0.088%
7/10/2024 NBC Securities Inc.47,804$2.05M0.2%+12.8%0.212%
5/17/2024 Comerica Bank3,726$162K0.0%+25.8%0.017%
4/5/2024 NBC 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%
2/9/2024 Tidemark LLC619$27K0.0%N/A0.003%
2/7/2024 NBC Securities Inc.25,889$1.14M0.1%+51.8%0.132%
2/1/2024 NewSquare Capital LLC6,135$270K0.0%+4.9%0.031%
1/23/2024Householder Group Estate & Retirement Specialist LLC954$42K0.0%-20.6%0.005%
1/18/2024 Winch Advisory Services LLC7,524$331K0.1%+36.1%0.038%
1/12/2024 GPS Wealth Strategies Group LLC15,890$700K0.1%-3.5%0.081%
1/10/2024 Creative 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%
11/4/2023 NBC Securities Inc.17,054$707K0.1%N/A0.087%
10/26/2023 GPS Wealth Strategies Group LLC16,458$683K0.1%-7.4%0.084%
10/17/2023 Avior Wealth Management LLC6,645$276K0.0%+4.2%0.034%
10/10/2023Householder Group Estate & Retirement Specialist LLC1,201$50K0.0%N/A0.006%
8/15/2023 Invenio Wealth Partners LLC11,900$513K0.6%N/A0.061%
8/8/2023 Winch Advisory Services LLC4,563$197K0.1%+11.0%0.023%
7/31/2023 WealthPLAN Partners LLC72,483$3.12M0.4%N/A0.348%
7/28/2023 Private Trust Co. NA986$42K0.0%+98.4%0.005%
7/26/2023 Creative Financial Designs Inc. ADV4,095$176K0.0%+184.6%0.020%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC6,377$275K0.0%+4.7%0.031%
7/17/2023 GPS Wealth Strategies Group LLC17,771$766K0.1%-24.4%0.085%
5/12/2023 OLD Mission Capital LLC189,592$8.28M0.2%+1,003.6%0.912%
5/10/2023 Nelson 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%
5/1/2023 NewSquare Capital LLC5,610$245K0.0%+6.0%0.028%
4/17/2023 GPS Wealth Strategies Group LLC23,498$1.03M0.2%-50.1%0.117%
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4/13/2023Householder Group Estate & Retirement Specialist LLC1,209$53K0.0%N/A0.006%
3/6/2023 OLD Mission Capital LLC17,180$733K0.0%N/A0.085%
2/10/2023 CoreCap Advisors LLC5,932$253K0.0%-31.4%0.030%
2/10/2023 Wayfinding Financial LLC5,078$255K0.2%N/A0.026%
2/8/2023 Vectors Research Management LLC4,006$171K0.0%-15.8%0.020%
2/6/2023 Parallel Advisors LLC830$35K0.0%+764.6%0.004%
2/2/2023 Farmers & Merchants Investments Inc.615$26K0.0%N/A0.003%
2/1/2023 Creative Financial Designs Inc. ADV1,408$60K0.0%+845.0%0.007%
1/27/2023 GPS 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%
11/22/2022 IHT Wealth Management LLC10,038$424K0.0%+3.2%0.052%
11/15/2022 Stonebridge Capital Advisors LLC8,553$361K0.0%+40,628.6%0.044%
11/14/2022 United 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%
10/17/2022 GPS 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%
8/11/2022 CoreCap Advisors LLC10,276$459K0.0%-23.4%0.048%
8/5/2022 OLD Mission Capital LLC299,842$13.41M0.4%N/A1.408%
7/29/2022 Patriot Financial Group Insurance Agency LLC11,636$520K0.1%-43.4%0.055%
7/26/2022 NewSquare Capital LLC4,880$218K0.0%-30.1%0.023%
7/19/2022 GPS 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%
5/16/2022 Horizon 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%
5/11/2022 Patriot Financial Group Insurance Agency LLC20,563$984K0.2%-20.4%0.097%
5/10/2022 NewSquare Capital LLC6,980$334K0.0%+12.9%0.034%
5/9/2022 Wayfinding Financial LLC6,116$274K0.2%+20.4%0.030%
5/6/2022Retirement Group LLC4,574$219K0.1%-25.9%0.022%
5/4/2022 IAG 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%
4/29/2022 CoreCap 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%
2/16/2022 Horizon Investments LLC437,058$22.55M0.7%+5.2%2.062%
2/14/2022 IAG Wealth Partners LLC9,390$485K0.2%-20.0%0.044%
2/14/2022 IHT Wealth Management LLC14,153$731K0.1%-8.8%0.067%
2/11/2022PFS Investments Inc.285,768$14.77M0.3%+9.1%1.348%
2/10/2022 Covestor Ltd1,712$89K0.1%N/A0.008%
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2/10/2022 OLD 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%
2/4/2022 Congress Wealth Management LLC DE 9,562$494K0.0%N/A0.044%
1/28/2022 Wayfinding Financial LLC5,078$255K0.2%N/A0.024%
1/26/2022 NewSquare Capital LLC6,185$320K0.0%+22.7%0.029%
1/24/2022Private Wealth Strategies L.L.C.561,096$29.00M6.7%-0.8%2.610%
1/20/2022 Rosenberg Matthew Hamilton11,606$600K0.2%+149.5%0.054%
1/18/2022 Miracle Mile Advisors LLC574,917$29.71M1.2%-8.8%2.674%
1/13/2022 Moody National Bank Trust Division5,890$304K0.0%+8.8%0.027%
(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 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), Segall Bryant & Hamill LLC ($1.47M), and Future Financial Wealth Managment LLC ($1.41M).Learn more on AGGY's institutional investors.

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

Of the 22 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), WealthPLAN Partners LLC ($72.48K), NBC Securities Inc. ($53.78K), Segall Bryant & Hamill LLC ($32.81K), Worth Asset Management LLC ($20.54K), Invenio Wealth Partners LLC ($11.90K), and GPS Wealth Strategies Group LLC ($6.43K).

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

Institutional investors have bought a total of 424,630 shares in the last 24 months. This purchase volume represents approximately $18.45M 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), Future Financial Wealth Managment LLC ($7.34K), 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 824,476 shares in the last 24 months. This volume of shares sold represents approximately $35.20M in transactions.


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This page (NYSEARCA:AGGY) was last updated on 12/18/2024 by MarketBeat.com Staff
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