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

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund logo
$43.89 +0.24 (+0.55%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$43.90 +0.02 (+0.03%)
As of 08/22/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
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
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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
8/15/2025 Captrust Financial Advisors74,446$3.25M0.0%-1.3%0.407%
8/15/2025 IHT Wealth Management LLC5,937$259K0.0%-6.5%0.032%
8/15/2025 Ameriprise Financial Inc.274,550$11.98M0.0%-2.0%1.500%
8/13/2025 Leuthold Group LLC10,932$477K0.1%N/A0.060%
8/12/2025 Segall Bryant & Hamill LLC32,881$1.44M0.0%+1.6%0.180%
8/12/2025 JPMorgan Chase & Co.163,670$7.14M0.0%-63.1%0.894%
8/8/2025 SBI Securities Co. Ltd.2,086$91K0.0%+19.7%0.011%
8/7/2025 Winch Advisory Services LLC16,181$706K0.2%-7.1%0.089%
8/5/2025 GPS Wealth Strategies Group LLC7,268$317K0.0%-3.2%0.040%
8/5/2025 NewSquare Capital LLC11,682$510K0.0%+3.1%0.064%
8/4/2025 Creative Financial Designs Inc. ADV6,065$265K0.0%-8.6%0.033%
8/4/2025 Arkadios Wealth Advisors7,558$330K0.0%N/A0.042%
7/16/2025 ORG Partners LLC9,767$426K0.1%+59.6%0.054%
7/15/2025 GSB Wealth Management LLC210,917$9.20M2.2%+2.0%1.159%
7/11/2025 Farther Finance Advisors LLC8,886$388K0.0%-7.0%0.049%
7/10/2025 Worth Asset Management LLC20,206$882K0.4%+46.9%0.111%
7/8/2025 NBC Securities Inc.81,531$3.56M0.3%+2.7%0.448%
5/15/2025 OLD Mission Capital LLC6,645$289K0.0%N/A0.035%
5/7/2025 MJT & Associates Financial Advisory Group Inc.1,595$69K0.1%N/A0.008%
5/6/2025 Winch Advisory Services LLC17,424$757K0.2%+4.2%0.091%
5/2/2025 Segall Bryant & Hamill LLC32,364$1.41M0.0%-4.7%0.169%
5/1/2025 Fifth Third Securities Inc.10,887$473K0.0%N/A0.057%
4/29/2025 Bank of New York Mellon Corp11,346$493K0.0%+20.7%0.059%
4/29/2025 Wayfinding Financial LLC2,990$129K0.1%N/A0.016%
4/25/2025 Goodman Advisory Group LLC26,092$1.13M0.5%N/A0.136%
4/23/2025 Creative Financial Designs Inc. ADV6,638$288K0.0%-16.6%0.035%
4/23/2025 Golden State Wealth Management LLC83,954$3.65M0.3%+52.5%0.437%
4/23/2025 Team Financial Group LLC7,004$304K0.2%+6.6%0.036%
4/21/2025 ORG Partners LLC6,118$266K0.1%+106.6%0.030%
4/21/2025 PSI Advisors LLC2,558$111K0.0%N/A0.013%
4/18/2025 GSB Wealth Management LLC206,842$8.98M2.4%+0.3%1.029%
4/15/2025 GPS Wealth Strategies Group LLC7,507$326K0.0%-20.4%0.037%
4/14/2025 Farther Finance Advisors LLC9,556$416K0.0%N/A0.048%
4/9/2025 NBC Securities Inc.79,424$3.45M0.3%+139,240.4%0.395%
4/9/2025 Worth Asset Management LLC13,754$597K0.3%-3.1%0.068%
2/17/2025 Captrust Financial Advisors77,564$3.33M0.0%+9.0%0.345%
2/17/2025 Ameriprise Financial Inc.155,302$6.67M0.0%+9.6%0.690%
2/14/2025 IHT Wealth Management LLC6,259$269K0.0%-24.7%0.028%
2/13/2025 Covestor Ltd1,062$46K0.0%+60.4%0.005%
2/12/2025 Invenio Wealth Partners LLC256,296$11M4.6%+7.6%1.139%
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2/12/2025 JPMorgan Chase & Co.399,227$17.14M0.0%+52.8%1.774%
2/11/2025 Segall Bryant & Hamill LLC33,969$1.46M0.0%+3.5%0.151%
2/10/2025 Creative Financial Designs Inc. ADV7,963$342K0.0%+12.8%0.035%
2/6/2025 NewSquare Capital LLC11,160$479K0.0%+6.7%0.050%
2/6/2025 SBI Securities Co. Ltd.1,686$72K0.0%N/A0.007%
2/6/2025 Jones Financial Companies Lllp11,615$499K0.0%+75.9%0.052%
2/5/2025 Maripau Wealth Management LLC4,701$202K0.1%N/A0.021%
1/28/2025 Golden State Wealth Management LLC55,046$2.36M0.4%N/A0.245%
1/24/2025 GPS Wealth Strategies Group LLC9,434$405K0.1%-4.5%0.042%
1/22/2025 Webster Bank N. A.16,911$726K0.1%N/A0.075%
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%
12/26/2024 JPMorgan Chase & Co.261,354$11.69M0.0%+148.2%1.162%
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%
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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%
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%
(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.


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This page (NYSEARCA:AGGY) was last updated on 8/25/2025 by MarketBeat.com Staff
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