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

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund logo
$43.23 -0.03 (-0.07%)
Closing price 04:10 PM Eastern
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$43.24 +0.01 (+0.01%)
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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)
30
Total
Institutional Inflows
(last 12 months)
$28.72M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$805.68K
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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
7/11/2025Farther 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%
5/15/2025OLD 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%
4/9/2025 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%
2/17/2025Captrust 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%
1/22/2025 Webster 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%
1/8/2025 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%
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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%
10/15/2024 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%
7/23/2024NewSquare 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%
7/10/2024 NBC Securities Inc.47,804$2.05M0.2%+12.8%0.212%
5/17/2024Comerica 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%
2/9/2024Tidemark LLC619$27K0.0%N/A0.003%
2/7/2024 NBC 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%
11/4/2023 NBC 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%
2/6/2023 Parallel 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%
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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%
(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, 38 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), GSB Wealth Management LLC ($8.98M), Ameriprise Financial Inc. ($6.67M), Golden State Wealth Management LLC ($3.65M), NBC Securities Inc. ($3.56M), and Captrust Financial Advisors ($3.33M).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 36 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), WealthPLAN Partners LLC ($72.48K), Segall Bryant & Hamill LLC ($33.97K), Invenio Wealth Partners LLC ($30.09K), and Worth Asset Management LLC ($27.00K).

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

Institutional investors have bought a total of 658,184 shares in the last 24 months. This purchase volume represents approximately $28.72M in transactions.

Which of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund's 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: Worth Asset Management LLC ($6.79K), GPS Wealth Strategies Group LLC ($3.80K), IHT Wealth Management LLC ($2.05K), Creative Financial Designs Inc. ADV ($1.92K), Captrust Financial Advisors ($1.76K), Segall Bryant & Hamill LLC ($1.61K), and Farther Finance Advisors LLC ($670.00).

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

Institutional investors have sold a total of 18,596 shares in the last 24 months. This volume of shares sold represents approximately $805.68K in transactions.


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This page (NYSEARCA:AGGY) was last updated on 7/14/2025 by MarketBeat.com Staff
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