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

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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)
12
Total
Institutional Inflows
(last 12 months)
$13.71M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$406.59K
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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
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%
7/28/2023 Private 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%
2/6/2023Parallel Advisors LLC830$35K0.0%+764.6%0.004%
2/2/2023 Farmers & 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%
1/20/2023 Miracle Mile Advisors LLC54,909$2.34M0.1%-93.4%0.260%
1/13/2023Savior 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%
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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%
10/24/2022 Miracle Mile Advisors LLC831,818$35.12M1.6%+1.2%4.159%
10/20/2022 Tsfg LLC1,030$43K0.0%-61.8%0.005%
10/17/2022GPS 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%
7/29/2022Patriot Financial Group Insurance Agency LLC11,636$520K0.1%-43.4%0.055%
7/26/2022NewSquare Capital LLC4,880$218K0.0%-30.1%0.023%
7/19/2022GPS Wealth Strategies Group LLC26,696$1.19M0.3%N/A0.125%
7/15/2022 Miracle Mile Advisors LLC822,018$36.75M1.7%+12.6%3.859%
7/14/2022Ford Financial Group LLC28,220$1.26M0.5%+172.2%0.132%
7/13/2022 Tsfg LLC2,698$121K0.1%-33.7%0.013%
7/8/2022 Worth Asset Management LLC585$26K0.0%-45.1%0.003%
5/19/2022Golden State Wealth Management LLC49,298$2.36M0.5%+27.5%0.213%
5/16/2022Horizon Investments LLC453,710$21.67M0.6%+3.8%1.964%
5/16/2022PFS Investments Inc.275,654$13.19M0.2%-3.5%1.193%
5/13/2022Karlinski Andrew C24,457$1.17M2.1%+3.8%0.114%
5/11/2022NEIRG Wealth Management LLC180,489$8.64M1.7%+15.2%0.851%
5/11/2022Patriot Financial Group Insurance Agency LLC20,563$984K0.2%-20.4%0.097%
5/10/2022NewSquare Capital LLC6,980$334K0.0%+12.9%0.034%
5/9/2022Wayfinding Financial LLC6,116$274K0.2%+20.4%0.030%
5/6/2022Retirement Group LLC4,574$219K0.1%-25.9%0.022%
5/4/2022 IAG Wealth Partners LLC5,963$285K0.1%-36.5%0.029%
5/3/2022 Future Financial Wealth Managment LLC42,524$2.04M1.7%+7.9%0.206%
4/29/2022CoreCap Advisors LLC13,416$642K0.0%-4.0%0.064%
4/25/2022 Miracle Mile Advisors LLC730,331$34.95M1.5%+27.0%3.397%
4/13/2022Ford Financial Group LLC10,368$496K0.2%+10,588.7%0.047%
2/16/2022Horizon Investments LLC437,058$22.55M0.7%+5.2%2.062%
2/14/2022 IAG Wealth Partners LLC9,390$485K0.2%-20.0%0.044%
2/14/2022IHT Wealth Management LLC14,153$731K0.1%-8.8%0.067%
2/11/2022PFS Investments Inc.285,768$14.77M0.3%+9.1%1.348%
2/10/2022Covestor Ltd1,712$89K0.1%N/A0.008%
2/10/2022OLD Mission Capital LLC29,489$1.52M0.1%+371.7%0.137%
2/7/2022NEIRG Wealth Management LLC156,697$8.10M1.6%N/A0.725%
2/4/2022Winch Advisory Services LLC10,412$538K0.2%-15.8%0.048%
2/4/2022 Congress Wealth Management LLC DE 9,562$494K0.0%N/A0.044%
1/28/2022Wayfinding Financial LLC5,078$255K0.2%N/A0.024%
1/26/2022NewSquare Capital LLC6,185$320K0.0%+22.7%0.029%
1/24/2022Private Wealth Strategies L.L.C.561,096$29.00M6.7%-0.8%2.610%
1/20/2022 Rosenberg Matthew Hamilton11,606$600K0.2%+149.5%0.054%
1/18/2022 Miracle Mile Advisors LLC574,917$29.71M1.2%-8.8%2.674%
1/13/2022 Moody National Bank Trust Division5,890$304K0.0%+8.8%0.027%
1/12/2022IFP Advisors Inc93,497$4.84M0.1%+8.2%0.435%
1/10/2022Patriot Financial Group Insurance Agency LLC25,838$1.34M0.2%-26.3%0.120%
1/7/2022 Future Financial Wealth Managment LLC39,416$2.02M1.6%+6.5%0.183%
1/6/2022Carroll Financial Associates Inc.1,524$78K0.0%+31.3%0.007%
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11/24/2021Patriot Financial Group Insurance Agency LLC35,066$1.82M0.3%-16.2%0.164%
11/16/2021Captrust Financial Advisors1,439$75K0.0%+585.2%0.007%
11/16/2021JD Financial Services Inc.256,014$13.29M12.1%+6.5%1.202%
11/16/2021United Capital Financial Advisers LLC22,069$1.15M0.0%-5.3%0.104%
11/15/2021Flow Traders U.S. LLC9,508$494K0.0%N/A0.045%
11/15/2021Horizon Investments LLC415,379$21.53M0.6%-2.2%1.950%
11/12/2021OLD Mission Capital LLC6,252$325K0.0%-96.2%0.029%
11/12/2021 PSI Advisors LLC5,459$283K0.1%N/A0.026%
11/8/2021NewSquare Capital LLC5,040$262K0.0%+10.3%0.024%
11/4/2021 IAG Wealth Partners LLC11,737$610K0.2%-13.9%0.055%
(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, 36 institutional investors and hedge funds held shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund. The most heavily invested institutionals were Horizon Investments LLC ($21.67M), PFS Investments Inc. ($13.19M), NEIRG Wealth Management LLC ($8.64M), OLD Mission Capital LLC ($8.28M), WealthPLAN Partners LLC ($3.12M), Golden State Wealth Management LLC ($2.36M), and Miracle Mile Advisors LLC ($2.34M).Learn more on AGGY's institutional investors.

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

Of the 27 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: OLD Mission Capital LLC ($489.43K), Miracle Mile Advisors LLC ($101.49K), WealthPLAN Partners LLC ($72.48K), GPS Wealth Strategies Group LLC ($47.04K), NBC Securities Inc. ($42.38K), NEIRG Wealth Management LLC ($23.79K), and Ford Financial Group LLC ($20.98K).

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

Institutional investors have bought a total of 883,955 shares in the last 24 months. This purchase volume represents approximately $39.11M in transactions.

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

Of the 15 institutional investors that sold WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Miracle Mile Advisors LLC ($776.91K), GPS Wealth Strategies Group LLC ($31.15K), Patriot Financial Group Insurance Agency LLC ($14.20K), PFS Investments Inc. ($10.11K), Future Financial Wealth Managment LLC ($9.48K), Winch Advisory Services LLC ($7.40K), and CoreCap Advisors LLC ($6.41K).

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

Institutional investors have sold a total of 868,894 shares in the last 24 months. This volume of shares sold represents approximately $37.24M in transactions.


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This page (NYSEARCA:AGGY) was last updated on 4/26/2024 by MarketBeat.com Staff

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