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

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund logo
$42.92 -0.06 (-0.14%)
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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)
29
Total
Institutional Inflows
(last 12 months)
$29.08M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$776.44K
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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
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%
2/17/2025Captrust 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%
2/11/2025 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%
2/6/2025Jones Financial Companies Lllp11,615$499K0.0%+75.9%0.052%
2/5/2025Maripau Wealth Management LLC4,701$202K0.1%N/A0.021%
1/28/2025 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%
1/14/2025Winch 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%
12/26/2024JPMorgan 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%
11/8/2024 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%
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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%
7/23/2024 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%
5/17/2024Comerica 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%
2/1/2024 NewSquare Capital LLC6,135$270K0.0%+4.9%0.031%
1/23/2024Householder Group Estate & Retirement Specialist LLC954$42K0.0%-20.6%0.005%
1/18/2024Winch 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%
11/6/2023Winch Advisory Services LLC5,528$229K0.1%+21.1%0.028%
11/4/2023 NBC Securities Inc.17,054$707K0.1%N/A0.087%
10/26/2023 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%
8/15/2023Invenio 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%
7/28/2023 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%
5/12/2023OLD 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%
5/10/2023Winch 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%
3/6/2023OLD Mission Capital LLC17,180$733K0.0%N/A0.085%
2/10/2023CoreCap 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%
11/22/2022IHT 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%
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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%
8/12/2022Winch Advisory Services LLC2,830$127K0.1%-72.3%0.013%
8/11/2022CoreCap Advisors LLC10,276$459K0.0%-23.4%0.048%
8/5/2022OLD 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%
(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 JPMorgan Chase & Co. ($17.14M), Invenio Wealth Partners LLC ($11M), GSB Wealth Management LLC ($8.98M), OLD Mission Capital LLC ($8.28M), Ameriprise Financial Inc. ($6.67M), Golden State Wealth Management LLC ($3.65M), and NBC Securities Inc. ($3.45M).Learn more on AGGY's institutional investors.

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

Of the 35 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), OLD Mission Capital LLC ($172.41K), NBC Securities Inc. ($133.15K), Golden State Wealth Management LLC ($83.95K), WealthPLAN Partners LLC ($72.48K), Segall Bryant & Hamill LLC ($33.97K), and Invenio Wealth Partners LLC ($30.09K).

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

Institutional investors have bought a total of 982,503 shares in the last 24 months. This purchase volume represents approximately $42.77M 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.


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This page (NYSEARCA:AGGY) was last updated on 5/5/2025 by MarketBeat.com Staff
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