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Disclosery

AGGY WISDOMTREE TR

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YIELD ENHANCD US (fund)

171 managers (174 13F filers) reported a position in AGGY shares at 2026-06-30, 18,181,776 shares in all. 20 filers opened a position and 13 filers sold out during the quarter.

Managers
171
13F filers
174
New
20
Added
74
Reduced
57
Sold out
13
Shares held by filers
18,181,776

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,044,512$176M0.01%+1,663,75813F-HRTimelineGroup
LPL Financial LLC1,475,433$64.2M0.01%-27,76713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,334,752$58M0.07%+76,27713F-HR/ATimeline
Savant Capital, LLC1,138,628$49.5M0.15%+550,83913F-HRTimeline
Prime Capital Investment Advisors, LLC779,212$33.9M0.33%+103,29613F-HRTimeline
UBS Group AGgroup of 2 filers holding689,141$30M+44,986Timeline
Prestige Wealth Management Group LLC674,986$29.3M5.33%-11,10813F-HRTimeline
HighTower Advisors, LLC571,723$24.9M0.02%-55,30113F-HRTimeline
WealthPlan Investment Management, LLC487,680$21.2M1.05%-19,94513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY416,811$18.1M<0.01%+152,48313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC374,726$16.3M<0.01%+91,39113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding334,838$14.6M-22,201Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS329,835$14.3M0.52%+9,23613F-HRTimelineGroup
Grey Ledge Advisors, LLC282,749$12M2.42%+17,89913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…271,805$11.8M0.14%+4,39213F-HRTimelineGroup
Smartleaf Asset Management LLC251,297$11M0.36%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC246,679$10.7M<0.01%-18,11213F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS224,614$9.77M0.99%new13F-HRTimeline
Cetera Investment Advisers207,623$9.03M0.01%-1,77413F-HRTimeline
Atria Investments, Inc200,155$8.7M0.09%-63,33113F-HRTimeline
Broussard Financial Group LLC179,767$7.82M6.26%-3,86613F-HRTimeline
Vestmark Advisory Solutions, Inc.158,989$6.91M0.06%013F-HRTimeline
RFG Advisory, LLC154,207$6.7M0.1%+2,49513F-HRTimeline
Private Advisor Group, LLC142,257$6.19M0.03%-289,60213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP141,479$6.15M0.01%+5,92613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.136,717$5.94M0.01%+54,09813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC123,312$5.36M<0.01%+3,58913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN118,986$5.17M<0.01%+2,94713F-HRTimelineGroup
LANARK FINANCIAL, INC.113,538$4.94M0.33%+6,75113F-HRTimeline
Oxinas Partners, LLC112,861$4.91M1.93%+1,66913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO107,327$4.69M<0.01%-43713F-HRTimelineGroup
OPTIMA CAPITAL LLC103,998$4.52M1.78%+2,70813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS82,217$3.57M0.01%+1,65013F-HRTimeline
MML INVESTORS SERVICES, LLC80,302$3.49M0.01%+26,09213F-HRTimeline
Freedom Investment Management, Inc.74,496$3.24M0.9%+65513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC73,837$3.21M<0.01%new13F-HRTimelineGroup
Sharper & Granite LLC71,391$3.1M0.96%+3,81913F-HRTimeline
WealthPoint Financial, LLC67,808$2.95M2.15%+16413F-HRTimeline
Mariner, LLCin group Mariner, LLC65,630$2.85M<0.01%-63,39813F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC63,927$2.78M1.26%+6813F-HRTimeline
Main Street Financial Solutions, LLC62,597$2.72M0.17%-9,61013F-HRTimeline
HARBOUR INVESTMENTS, INC.57,002$2.48M0.03%+1,13813F-HRTimeline
Sanctuary Advisors, LLC55,158$2.4M0.01%+21,35913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC51,718$2.25M0.03%+27913F-HRTimeline
AE Wealth Management LLC50,703$2.2M0.01%+3,76913F-HRTimeline
Heck Capital Advisors, LLC48,109$2.09M0.12%new13F-HRTimeline
Golden State Wealth Management, LLC43,792$1.9M0.17%+2,21113F-HRTimeline
Trilogy Capital Inc.43,232$1.88M0.07%+1,16213F-HRTimeline
JT Stratford LLC42,730$1.86M0.2%+4,72413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding36,652$1.57M+18,381Timeline
Betterment LLC35,708$1.55M<0.01%+1,85813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,680$1.55M0.01%-12,02113F-HRTimelineGroup
W.H. Cornerstone Investments Inc.31,017$1.35M0.76%new13F-HRTimeline
WealthPLAN Partners, LLC30,997$1.35M0.26%+12,64813F-HRTimeline
Waverly Advisors, LLC29,466$1.28M0.01%+9,58913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP29,137$1.27M<0.01%new13F-HR/ATimelineGroup
INTEGRITY ALLIANCE, LLC.28,863$1.25M0.04%+3,44813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.28,203$1.23M0.12%+5,02813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp28,195$1.23M<0.01%+9,35613F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC27,661$1.2M0.01%-1,06713F-HRTimeline
Empirical Asset Management, LLC26,589$1.16M0.26%+1,48413F-HRTimeline
Bison Wealth, LLC25,506$1.11M0.1%-2,51213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,018$1.09M<0.01%+2,70413F-HRTimelineGroup
David Kennon Inc24,427$1.06M0.35%-1,18713F-HRTimeline
WIN ADVISORS, INC23,903$1.04M0.37%+59813F-HRTimeline
Winch Advisory Services, LLC22,542$980K0.2%+2,38013F-HRTimeline
Symphony Financial, Ltd. Co.21,555$942K0.1%-4,64013F-HRTimeline
Gateway Wealth Partners, LLC21,061$916K0.05%-22,51613F-HRTimeline
WEBSTER BANK, N. A.20,628$897K0.08%013F-HRTimeline
Goldstone Financial Group, LLC19,900$865K0.08%+27813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC19,587$852K0.32%-3,69313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,534$806K0.01%+1,40213F-HRTimelineGroup
Insight Advisors, LLC/ PA17,536$762K0.13%-5,97213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,225$749K<0.01%-50,96713F-HRTimelineGroup
Creative Planningin group Creative Planning17,025$740K<0.01%-9113F-HRTimelineGroup
Trinity Wealth Management, LLC16,552$720K0.23%-1,27513F-HRTimeline
BEACON FINANCIAL GROUP15,784$686K0.06%+90613F-HRTimeline
Summit Financial, LLC15,329$667K0.01%-90513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,219$662K<0.01%-54,65413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC14,727$640K0.01%-44913F-HRTimeline
Pinnacle Financial Group, LLC / IL14,317$623K0.15%+26713F-HRTimeline
Farther Finance Advisors, LLC13,926$605K<0.01%+4,01613F-HRTimeline
Barnes Wealth Management Group, Inc13,878$603K0.28%-6,08913F-HRTimeline
Global Retirement Partners, LLC13,836$602K0.01%13F-HRTimeline
Integrated Wealth Concepts LLC13,367$581K<0.01%+2,26813F-HRTimeline
McNamara Financial Services, Inc.13,021$566K0.1%-13913F-HRTimeline
NewSquare Capital LLC12,945$563K0.04%+19513F-HRTimeline
Capstone Financial Advisors, Inc.12,925$562K0.03%+14213F-HRTimeline
EJMK Ventures LLC12,592$548K0.25%-5,31813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,572$547K0.01%+4713F-HRTimelineGroup
Worth Asset Management, LLC12,231$532K0.17%+4213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…11,914$518K0.02%+1,65113F-HRTimelineGroup
Beacon Financial Advisory LLC11,831$514K0.1%-53213F-HRTimeline
TWIN CAPITAL MANAGEMENT INC11,536$502K0.05%new13F-HRTimeline
Hopwood Nicholas Hunter11,259$490K0.13%+1,15513F-HRTimeline
Arkadios Wealth Advisors11,034$480K0.01%+39213F-HRTimeline
Lionshead Wealth Management, LLC10,753$468K0.3%-8213F-HRTimeline
PSI Advisors, LLC10,081$438K0.1%-2,72713F-HRTimeline
Avestar Capital, LLC9,628$419K0.02%-5,30213F-HRTimeline
Merit Financial Group, LLC9,622$418K<0.01%-98,41013F-HR/ATimeline
Larson Financial Group LLC9,578$416K0.01%-29113F-HRTimeline
Sun Financial Inc9,398$401K0.19%-1,96213F-HRTimeline
OneDigital Investment Advisors LLC8,402$365K<0.01%-76313F-HRTimeline
Advisory Solutions Group, LLC8,001$348K0.12%13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,973$347K0.2%013F-HRTimeline
CVA Family Office, LLC7,895$343K0.03%013F-HRTimeline
Team Financial Group, LLC7,051$307K0.13%-1413F-HRTimeline
Simplicity Wealth,LLC6,931$301K0.01%-46113F-HRTimeline
FORM Wealth Advisors, LLC6,890$300K0.03%+7513F-HRTimeline
United Advisor Group, LLC6,757$294K0.03%+4213F-HRTimeline
Dynamic Advisor Solutions LLC6,687$291K0.01%+1,29613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,506$283K0.01%+23713F-HRTimeline
CoreCap Advisors, LLC6,338$276K0.01%-75613F-HRTimeline
Gambit Capital Management, LLC6,295$274K0.16%new13F-HRTimeline
Retireful, LLC6,191$269K0.25%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,173$268K<0.01%+80913F-HRTimelineGroup
OMNI 360 Wealth, Inc.6,173$268K0.12%+80913F-HRTimeline
Acorn Wealth Advisors, LLC6,095$265K0.06%new13F-HRTimeline
Town Capital LLC6,007$261K0.17%-62313F-HRTimeline
HF Advisory Group, LLC5,844$254K0.08%+26813F-HRTimeline
CENTAURUS FINANCIAL, INC.5,814$253K0.01%+45213F-HRTimeline
Meridian Financial Advisors, LLC5,693$248K0.12%-19313F-HRTimeline
Western Wealth Management, LLC5,562$242K0.01%-65313F-HRTimeline
REAP Financial Group, LLC5,468$238K0.04%-2,26913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,216$227K<0.01%new13F-HRTimeline
Verdence Capital Advisors LLC5,076$221K0.01%+2713F-HRTimeline
Quadcap Wealth Management, LLC4,889$213K0.02%-813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…4,715$205K0.02%new13F-HRTimelineGroup
SWMG, LLC4,726$204K0.05%-1,81013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,634$201K0.03%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,801$165K0.1%+5713F-HRTimeline
Frazier Financial Advisors, LLC3,627$158K0.08%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,304$144K<0.01%+36513F-HRTimelineGroup
Aptus Capital Advisors, LLC2,944$128K<0.01%013F-HRTimeline
Breakwater Investment Management2,675$116K0.04%-58713F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2,623$114K0.05%new13F-HRTimeline
SBI Securities Co., Ltd.2,355$102K<0.01%-49813F-HRTimeline
Pinnacle Bancorp, Inc.2,057$89.4K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,887$82K<0.01%+4013F-HRTimelineGroup
Covestor Ltd1,886$82K0.05%-20513F-HRTimeline
Institute for Wealth Management, LLC.1,721$74.8K0.01%-3,46913F-HRTimeline
IMA Advisory Services, Inc.1,400$60.9K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC1,141$49.6K0.01%+1013F-HRTimeline
Reyes Financial Architecture, Inc.1,025$44.6K0.02%-22913F-HRTimeline
Geneos Wealth Management Inc.900$39.1K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/844$36.4K<0.01%new13F-HRTimelineGroup
SHP Wealth Management692$30.1K<0.01%+313F-HRTimeline
Key Financial Inc573$24.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…528$23K<0.01%-22113F-HRTimeline
Tidemark, LLC500$21.7K<0.01%013F-HRTimeline
IFP Advisors, Inc491$21.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC447$19.4K<0.01%+11713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…436$18.9K<0.01%-4213F-HRTimelineGroup
Allworth Financial LP332$14.4K<0.01%013F-HRTimeline
Caldwell Trust Co300$13K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV219$9.51K<0.01%+313F-HRTimeline
PRIVATE TRUST CO NA209$9.09K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…197$8.58K<0.01%new13F-HRTimelineGroup
MCDONALD PARTNERS LLC173$7.52K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…163$7.09K<0.01%-713F-HRTimeline
Costello Asset Management, INC139$6.04K<0.01%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC128$5.57K<0.01%-3,72513F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.100$4.35K<0.01%013F-HRTimelineGroup
Planning Strategies Inc.88$3.83K<0.01%13F-HRTimeline
Lloyd Advisory Services, LLC.46$2.01K<0.01%-4,43713F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC21$905<0.01%+613F-HRTimelineGroup
Continuum Advisory, LLC20$870<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC10$4340.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4$175<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3$130<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.9$00%013F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.