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

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund logo
$42.48 -0.12 (-0.27%)
As of 01:02 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)
13
Total
Institutional Inflows
(last 12 months)
$5.20M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$5.79M
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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
7/7/2026 CoreCap Advisors LLC6,338$276K0.0%-10.7%0.029%
5/22/2026 Segall Bryant & Hamill LLC28,728$1.25M0.0%-6.3%0.141%
5/5/2026 Bank 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%
2/18/2026 IHT Wealth Management LLC5,209$229K0.0%-15.8%0.026%
2/17/2026 Captrust Financial Advisors79,131$3.49M0.0%+1.7%0.394%
2/13/2026 Segall Bryant & Hamill LLC30,646$1.35M0.0%-5.1%0.152%
2/11/2026 JPMorgan Chase & Co.106,383$4.69M0.0%-6.1%0.529%
2/5/2026 Western 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%
1/1/2026 JPMorgan Chase & Co.113,254$5.01M0.0%-30.8%0.606%
12/2/2025 IFP Advisors Inc5,860$259K0.0%+107.7%0.031%
11/19/2025 Captrust Financial Advisors77,809$3.45M0.0%+4.5%0.416%
11/17/2025 Ameriprise 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%
11/12/2025 Segall Bryant & Hamill LLC32,301$1.43M0.0%-1.8%0.173%
11/7/2025 JPMorgan Chase & Co.113,254$5.01M0.0%-30.8%0.606%
11/4/2025 Jones 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%
10/29/2025 Arkadios 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%
8/15/2025 Captrust Financial Advisors74,446$3.25M0.0%-1.3%0.407%
8/15/2025 IHT Wealth Management LLC5,937$259K0.0%-6.5%0.032%
8/15/2025 Ameriprise Financial Inc.274,550$11.98M0.0%-2.0%1.500%
8/13/2025 Leuthold Group LLC10,932$477K0.1%N/A0.060%
8/12/2025 Segall Bryant & Hamill LLC32,881$1.44M0.0%+1.6%0.180%
8/12/2025 JPMorgan 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%
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8/5/2025GPS Wealth Strategies Group LLC7,268$317K0.0%-3.2%0.040%
8/5/2025 NewSquare Capital LLC11,682$510K0.0%+3.1%0.064%
8/4/2025 Creative Financial Designs Inc. ADV6,065$265K0.0%-8.6%0.033%
8/4/2025 Arkadios 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%
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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%


AGGY Institutional Ownership - Frequently Asked Questions

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.

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. ($98.13K), 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 Goodman Advisory Group LLC ($26.09K).

Institutional investors have bought a total of 118,571 shares in the last 24 months. This purchase volume represents approximately $5.20M in transactions.

Of the 10 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. ($107.70K), Worth Asset Management LLC ($8.38K), Western Wealth Management LLC ($6.11K), Segall Bryant & Hamill LLC ($4.15K), GPS Wealth Strategies Group LLC ($1.01K), IHT Wealth Management LLC ($975.00), and Jones Financial Companies Lllp ($797.00).

Institutional investors have sold a total of 130,830 shares in the last 24 months. This volume of shares sold represents approximately $5.79M in transactions.


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Institutional ownership data for NYSEARCA:AGGY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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