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Disclosery

AGGY WISDOMTREE TR

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YIELD ENHANCD US (fund)

161 managers (163 13F filers) reported a position in AGGY shares at 2024-12-31, 19,877,796 shares in all. 13 filers opened a position and 13 filers sold out during the quarter.

Managers
161
13F filers
163
New
13
Added
77
Reduced
44
Sold out
13
Shares held by filers
19,877,796

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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/2,871,361$123M0.01%-1,211,43013F-HRTimelineGroup
LPL Financial LLC1,307,034$56.1M0.02%+143,92413F-HRTimeline
CWM, LLCin group CWM, LLC1,179,343$50.6M0.21%+45,09513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,108,669$47.6M+11,114Timeline
MERCER GLOBAL ADVISORS INC /ADV1,090,482$46.8M0.11%+99,20813F-HRTimeline
UBS Group AGin group UBS Group AG941,628$40.4M0.01%+25,26313F-HRTimelineGroup
Trilogy Capital Inc.921,006$39.5M2.03%+51,18813F-HRTimeline
SimpliFi, Inc.860,814$36.9M16.9%+10,68313F-HRTimeline
HighTower Advisors, LLC762,651$32.7M0.04%+36,33513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC716,803$30.8M0.24%-25,48013F-HRTimelineGroup
Prestige Wealth Management Group LLC604,457$25.9M5.4%+19,21813F-HR/ATimeline
Private Advisor Group, LLC534,171$22.9M0.13%+18,82213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS467,123$20M0.75%+33,42813F-HRTimelineGroup
Symphony Financial, Ltd. Co.403,739$17.4M2.73%+32,97413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO399,227$17.1M<0.01%+137,87313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY360,130$15.5M<0.01%-1,05013F-HR/ATimelineGroup
Atria Investments, Inc276,368$11.9M0.15%+52,60113F-HRTimeline
Schwallier Wealth Management LLC259,106$11.1M8.46%+5,83413F-HRTimeline
INVENIO WEALTH PARTNERS LLC256,296$11M4.61%+18,18613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC221,687$9.51M<0.01%13F-HR/ATimelineGroup
Smartleaf Asset Management LLC210,955$9.06M0.92%+15,09413F-HRTimeline
Grey Ledge Advisors, LLC206,284$8.85M2.29%+29,44113F-HRTimeline
Insight Advisors, LLC/ PA192,221$8.25M1.41%+33,25913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC155,302$6.67M<0.01%+13,65913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding149,279$6.41M+37,188Timeline
Defined Financial Planning LLC146,873$6.3M6.73%13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC145,409$6.24M2.32%+8,83713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP137,065$5.88M0.01%-13,81513F-HRTimelineGroup
Waverly Advisors, LLC126,993$5.45M0.08%+13,48113F-HRTimeline
RFG Advisory, LLC118,303$5.08M0.14%-10,10213F-HRTimeline
Freedom Investment Management, Inc.116,447$5M0.42%-5,81913F-HRTimeline
Oxinas Partners, LLC103,476$4.44M2.6%+10,33413F-HRTimeline
Bluespring Wealth Management, LLC97,616$4.19M0.43%-2,87013F-HRTimeline
BEACON FINANCIAL GROUP96,650$4.15M0.45%-82,88713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC91,043$3.91M0.01%+66,27013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.84,021$3.61M0.01%-35413F-HR/ATimelineGroup
Independent Advisor Alliance78,660$3.38M0.04%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS77,564$3.33M0.01%+6,41813F-HRTimeline
Bison Wealth, LLC73,936$3.17M0.39%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…72,982$3.13M0.6%+20,07513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC71,014$3.05M<0.01%+3,54713F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC69,529$2.98M1.55%013F-HRTimeline
WealthPlan Investment Management, LLC65,792$2.82M0.28%-2,50013F-HRTimeline
MML INVESTORS SERVICES, LLC63,727$2.73M0.01%-39713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63,326$2.72M<0.01%+72313F-HRTimelineGroup
Cetera Investment Advisers61,837$2.65M0.01%+6,02713F-HRTimeline
Golden State Wealth Management, LLC55,046$2.36M0.35%13F-HRTimeline
Goldstone Financial Group, LLC51,195$2.2M0.34%+7,30513F-HRTimeline
JT Stratford LLC49,737$2.13M0.35%+5,97713F-HRTimeline
Sharper & Granite LLC48,847$2.1M0.92%+54013F-HRTimeline
Mariner, LLCin group Mariner, LLC44,968$1.93M<0.01%+3,22513F-HRTimelineGroup
Opal Wealth Advisors, LLC44,924$1.93M0.58%-3,14713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC43,548$1.87M0.04%+72813F-HRTimeline
Steward Partners Investment Advisory, L…42,516$1.82M0.02%+41,45613F-HRTimeline
AE Wealth Management LLC38,869$1.67M0.01%+65013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP34,383$1.48M<0.01%+64913F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC33,969$1.46M0.02%+1,16013F-HRTimeline
NorthCrest Asset Manangement, LLC32,887$1.41M0.04%+12813F-HR/ATimeline
Betterment LLC32,801$1.41M<0.01%+8,33813F-HRTimeline
OneDigital Investment Advisors LLC31,139$1.34M0.02%-9,03413F-HRTimeline
Independent Wealth Network Inc.29,629$1.27M0.52%+2,55313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.28,855$1.24M0.01%-63413F-HRTimeline
David Kennon Inc26,833$1.15M0.45%-28613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,576$1.1M0.01%+9,16513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.24,299$1.04M0.03%+18713F-HRTimeline
Ashton Thomas Private Wealth, LLC23,865$1.02M0.04%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.22,826$980K0.11%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,401$961K<0.01%-79,21713F-HRTimelineGroup
Trinity Wealth Management, LLC21,650$929K0.42%-37313F-HRTimeline
Sanctuary Advisors, LLC20,988$903K0.01%+4,96913F-HRTimeline
My Legacy Advisors, LLC20,783$888K0.34%-45013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC20,260$870K0.73%+11,83713F-HRTimeline
GeoWealth Management, LLC20,196$867K0.03%new13F-HRTimeline
Beacon Financial Advisory LLC18,372$789K0.26%+5,60713F-HRTimeline
Creative Planningin group Creative Planning17,253$740K<0.01%+1,83213F-HRTimelineGroup
WEBSTER BANK, N. A.16,911$726K0.08%new13F-HRTimeline
Winch Advisory Services, LLC16,723$718K0.19%+4,01613F-HRTimeline
Barnes Wealth Management Group, Inc16,459$706K0.47%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …15,615$663K0.04%+17813F-HRTimelineGroup
Foundations Investment Advisors, LLC14,503$622K0.01%new13F-HRTimeline
Worth Asset Management, LLC14,187$609K0.33%-6,35713F-HRTimeline
Pinnacle Financial Group, LLC / IL14,011$601K0.24%-1813F-HRTimeline
Cambridge Investment Research Advisors,…13,170$565K<0.01%+1,57713F-HRTimeline
Institute for Wealth Management, LLC.13,033$559K0.07%+1,42613F-HRTimeline
Capstone Financial Advisors, Inc.12,808$550K0.03%+14813F-HRTimeline
Western Wealth Management, LLC12,583$540K0.04%-1,08313F-HR/ATimeline
Patriot Financial Group Insurance Agenc…12,268$527K0.07%-6113F-HRTimeline
Sovran Advisors, LLC12,197$517K0.07%13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA11,740$504K0.03%-80,30313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,615$499K<0.01%+5,01213F-HRTimelineGroup
NewSquare Capital LLC11,160$479K0.04%+69713F-HRTimeline
Gateway Wealth Partners, LLC10,911$468K0.12%+5013F-HRTimeline
SMI Advisory Services, LLC10,695$453K0.1%-113F-HRTimeline
Larson Financial Group LLC10,247$440K0.02%-53313F-HRTimeline
NewEdge Advisors, LLC10,198$438K<0.01%+4,33713F-HRTimeline
Global Retirement Partners, LLC10,174$437K0.01%-28313F-HRTimeline
REAP Financial Group, LLC9,903$425K0.11%-93613F-HRTimeline
OPTIMA CAPITAL LLC9,567$411K0.28%13F-HRTimeline
United Advisor Group, LLC9,507$408K0.08%-1,32413F-HRTimeline
GPS Wealth Strategies Group, LLC9,434$405K0.05%-44413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,403$404K<0.01%-14113F-HRTimelineGroup
Kades & Cheifetz LLC9,070$389K0.2%new13F-HRTimeline
Lionshead Wealth Management, LLC8,776$377K0.27%13F-HRTimeline
Walkner Condon Financial Advisors LLC8,637$371K0.08%+16613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC8,571$368K0.09%+2,34513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.8,116$348K0.04%+1,22513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,963$342K0.03%+90313F-HRTimeline
CVA Family Office, LLC7,895$339K0.05%013F-HRTimeline
McNamara Financial Services, Inc.7,801$335K0.08%-1,19713F-HRTimeline
CoreCap Advisors, LLC7,714$331K0.02%+2,38613F-HRTimeline
Meridian Financial Advisors, LLC7,315$314K0.22%+16713F-HRTimeline
Quadcap Wealth Management, LLC7,149$307K0.05%+5213F-HRTimeline
Signal Advisors Wealth, LLC6,843$294K0.03%-88213F-HRTimeline
Empirical Asset Management, LLC6,762$290K0.1%new13F-HRTimeline
Team Financial Group, LLC6,569$282K0.16%-11413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC6,553$281K0.09%-86113F-HRTimeline
IHT Wealth Management, LLC6,259$269K0.01%-2,05313F-HRTimeline
Merit Financial Group, LLC5,894$253K<0.01%new13F-HRTimeline
Transce3nd, LLC5,434$233K0.08%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,358$230K<0.01%-27013F-HR/ATimeline
Venturi Wealth Management, LLC5,285$227K0.01%+4,14013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,241$225K0.04%013F-HRTimeline
HF Advisory Group, LLC5,192$223K0.1%+28313F-HRTimeline
Verdence Capital Advisors LLC5,091$219K0.02%+713F-HRTimeline
Vantage Point Financial LLC5,018$215K0.12%13F-HRTimeline
Obsidian Personal Planning Solutions LLC4,924$211K0.1%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,701$202K0.12%new13F-HRTimeline
COMERICA BANK4,246$182K<0.01%+24013F-HR/ATimeline
Frazier Financial Advisors, LLC3,627$156K0.12%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,538$152K<0.01%+3013F-HRTimelineGroup
Breakwater Investment Management3,061$131K0.06%-6713F-HR/ATimeline
ORG Partners LLC2,961$127K0.02%new13F-HRTimeline
Avior Wealth Management, LLC2,601$112K<0.01%-113F-HRTimeline
Pinnacle Bancorp, Inc.2,057$88.3K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,931$83K<0.01%-57613F-HRTimelineGroup
SBI Securities Co., Ltd.1,686$72.4K<0.01%13F-HRTimeline
Van Hulzen Asset Management, LLC1,349$57.9K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.1,294$55.5K0.04%13F-HRTimeline
Darwin Wealth Management, LLC1,114$47.8K0.02%-1,20713F-HR/ATimeline
FLP Wealth Management, LLC1,098$47.1K0.12%13F-HRTimeline
Covestor Ltd1,062$46K0.03%+40013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,022$43.9K<0.01%-1,85913F-HRTimeline
Allworth Financial LP1,015$43.6K<0.01%+54613F-HRTimeline
IFP Advisors, Inc513$22K<0.01%+29113F-HRTimeline
Tidemark, LLC500$21.5K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC461$19.8K<0.01%+213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV333$14.3K0.01%+413F-HRTimeline
Truvestments Capital LLC313$13.4K<0.01%013F-HRTimeline
Caldwell Trust Co300$12.9K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA282$12.1K<0.01%-2613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC272$12K<0.01%+313F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC256$11K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…201$8.63K<0.01%013F-HRTimeline
Key Financial Inc137$5.88K<0.01%013F-HRTimeline
Sound Income Strategies, LLC135$5.79K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd77$3.31K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC73$3.13K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.57$2.45K0.22%-53,72513F-HRTimeline
FMR LLCin group FMR LLC29$1.24K<0.01%-613F-HRTimelineGroup
Continuum Advisory, LLC20$858<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.8$00%013F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.