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

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund logo
$43.49 +0.12 (+0.28%)
Closing price 04:10 PM Eastern
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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)
21
Total
Institutional Inflows
(last 12 months)
$7.16M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$18.29M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp18,839$819K0.0%+49.9%0.092%
4/30/2026 Winch Advisory Services LLC20,162$876K0.2%+8.9%0.099%
4/30/2026 Beacon Financial Group14,878$646K0.1%+1.6%0.073%
4/28/2026 Ascentis Independent Advisors67,064$2.92M0.2%+68.3%0.329%
4/21/2026 Grey Ledge Advisors LLC264,850$11.51M2.6%+2.5%1.305%
2/18/2026IHT Wealth Management LLC5,209$229K0.0%-15.8%0.026%
2/17/2026Captrust Financial Advisors79,131$3.49M0.0%+1.7%0.394%
2/13/2026Segall Bryant & Hamill LLC30,646$1.35M0.0%-5.1%0.152%
2/11/2026JPMorgan Chase & Co.106,383$4.69M0.0%-6.1%0.529%
2/5/2026Western Wealth Management LLC6,211$274K0.0%-49.6%0.031%
2/5/2026 Grey Ledge Advisors LLC258,394$11.38M2.6%+14.0%1.286%
2/3/2026 Winch Advisory Services LLC18,516$816K0.2%+1.6%0.092%
2/3/2026 SBI Securities Co. Ltd.2,362$104K0.0%+17.7%0.012%
1/29/2026 NBC Securities Inc.95,322$4.20M0.3%+12.6%0.474%
1/23/2026 Farther Finance Advisors LLC9,240$407K0.0%+9.1%0.046%
1/1/2026JPMorgan Chase & Co.113,254$5.01M0.0%-30.8%0.606%
12/2/2025 IFP Advisors Inc5,860$259K0.0%+107.7%0.031%
11/19/2025Captrust Financial Advisors77,809$3.45M0.0%+4.5%0.416%
11/17/2025Ameriprise Financial Inc.277,971$12.31M0.0%+1.2%1.486%
11/12/2025 Winch Advisory Services LLC18,232$807K0.2%+12.7%0.097%
11/12/2025Segall Bryant & Hamill LLC32,301$1.43M0.0%-1.8%0.173%
11/7/2025JPMorgan Chase & Co.113,254$5.01M0.0%-30.8%0.606%
11/4/2025Jones Financial Companies Lllp20,648$910K0.0%-3.7%0.110%
11/3/2025 Golden State Wealth Management LLC53,713$2.38M0.3%+2.3%0.287%
11/3/2025GPS Wealth Strategies Group LLC6,260$277K0.0%-13.9%0.033%
10/29/2025Arkadios Wealth Advisors10,329$457K0.0%+36.7%0.055%
10/24/2025ORG Partners LLC9,230$409K0.1%-5.5%0.049%
10/21/2025 Grey Ledge Advisors LLC226,627$10.03M2.3%+7.4%1.218%
10/17/2025 Worth Asset Management LLC11,826$524K0.2%-41.5%0.064%
10/14/2025 Farther Finance Advisors LLC8,473$375K0.0%-4.6%0.046%
8/15/2025Captrust Financial Advisors74,446$3.25M0.0%-1.3%0.407%
8/15/2025IHT Wealth Management LLC5,937$259K0.0%-6.5%0.032%
8/15/2025Ameriprise Financial Inc.274,550$11.98M0.0%-2.0%1.500%
8/13/2025Leuthold Group LLC10,932$477K0.1%N/A0.060%
8/12/2025Segall Bryant & Hamill LLC32,881$1.44M0.0%+1.6%0.180%
8/12/2025JPMorgan 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%
8/5/2025GPS Wealth Strategies Group LLC7,268$317K0.0%-3.2%0.040%
8/5/2025NewSquare Capital LLC11,682$510K0.0%+3.1%0.064%
8/4/2025 Creative Financial Designs Inc. ADV6,065$265K0.0%-8.6%0.033%
8/4/2025Arkadios Wealth Advisors7,558$330K0.0%N/A0.042%
7/16/2025ORG 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%
5/15/2025OLD 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%
4/9/2025NBC Securities Inc.79,424$3.45M0.3%+139,240.4%0.395%
4/9/2025Worth 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%
1/22/2025Webster 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%
1/8/2025Worth 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%
11/8/2024Segall 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%
10/15/2024NBC Securities Inc.53,782$2.40M0.2%+12.5%0.239%
10/9/2024Worth 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%
7/11/2024Worth Asset Management LLC19,859$853K0.5%N/A0.088%
7/10/2024NBC Securities Inc.47,804$2.05M0.2%+12.8%0.212%
5/17/2024Comerica Bank3,726$162K0.0%+25.8%0.017%
4/5/2024NBC 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%


AGGY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGGY shares?

During the previous two years, 39 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. ($12.31M), Grey Ledge Advisors LLC ($11.51M), Invenio Wealth Partners LLC ($11M), GSB Wealth Management LLC ($9.20M), JPMorgan Chase & Co. ($4.69M), NBC Securities Inc. ($4.20M), and Captrust Financial Advisors ($3.49M).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 37 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. ($103.55K), Golden State Wealth Management LLC ($85.18K), Grey Ledge Advisors LLC ($53.93K), Segall Bryant & Hamill LLC ($34.49K), Ascentis Independent Advisors ($27.21K), 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 163,491 shares in the last 24 months. This purchase volume represents approximately $7.16M in transactions.

Which of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund's major shareholders have been selling company stock?

Of the 13 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. ($387.29K), Worth Asset Management LLC ($8.38K), Western Wealth Management LLC ($6.11K), Ameriprise Financial Inc. ($5.63K), Segall Bryant & Hamill LLC ($2.24K), IHT Wealth Management LLC ($1.39K), and GPS Wealth Strategies Group LLC ($1.25K).

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

Institutional investors have sold a total of 417,498 shares in the last 24 months. This volume of shares sold represents approximately $18.29M in transactions.


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This page (NYSEARCA:AGGY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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