Free Trial
→ Trump’s treachery (From Porter & Company) (Ad) Buy AGGY Stock  Free AGGY Stock Alerts

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

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund logo
$42.92 +0.05 (+0.12%)
As of 04:10 PM Eastern
Compare

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)
$29.43M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$776.44K
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.

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
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%
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%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
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%
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%
1/13/2023 Savior 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%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
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%
(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. ($3.45M), and Captrust Financial Advisors ($3.33M).Learn more on AGGY's institutional investors.

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

Of the 36 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), NBC Securities Inc. ($133.15K), 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 Goodman Advisory Group LLC ($26.09K).

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

Institutional investors have bought a total of 812,231 shares in the last 24 months. This purchase volume represents approximately $35.33M 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 ($11.41K), Worth Asset Management LLC ($6.79K), 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 ICA Group Wealth Management LLC ($1.58K).

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

Institutional investors have sold a total of 27,361 shares in the last 24 months. This volume of shares sold represents approximately $1.18M in transactions.


Related Companies

This page (NYSEARCA:AGGY) was last updated on 5/30/2025 by MarketBeat.com Staff
From Our Partners
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Trump Exec Order 14179 is wealth “gift” to good Americans?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Prepare now for May 31 event
Prepare now for May 31 event Circle May 31 on your calendar This man grew up in a trailer in New Mexico. To...
Stansberry Research | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
We’ve Entered the Most Bullish Phase of the Cycle
It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...
Crypto Swap Profits | Sponsored
The one deadline Elon can't afford to miss...
For years, Elon Musk made headlines for blowing past deadlines — so often that investors coined a nickname for...
Brownstone Research | Sponsored