Skip to content
Disclosery

AGGY WISDOMTREE TR

Follow

YIELD ENHANCD US (fund)

170 managers (172 13F filers) reported a position in AGGY shares at 2025-03-31, 17,977,926 shares in all. 22 filers opened a position and 14 filers sold out during the quarter.

Managers
170
13F filers
172
New
22
Added
60
Reduced
72
Sold out
14
Shares held by filers
17,977,926

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/2,845,965$124M0.01%-25,39613F-HRTimelineGroup
LPL Financial LLC1,236,251$53.7M0.02%-70,78313F-HRTimeline
CWM, LLCin group CWM, LLC1,182,837$51.4M0.2%+3,49413F-HRTimelineGroup
Trilogy Capital Inc.942,193$40.9M2.15%+21,18713F-HRTimeline
HighTower Advisors, LLC861,980$37.4M0.05%+99,32913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV839,833$36.5M0.08%-250,64913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding673,346$29.2M-435,323Timeline
Savant Capital, LLCin group Savant Capital, LLC662,858$28.8M0.24%-53,94513F-HR/ATimelineGroup
Prestige Wealth Management Group LLC653,516$28.4M6.07%+49,05913F-HR/ATimeline
Private Advisor Group, LLC495,594$21.5M0.13%-38,57713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO443,261$19.3M<0.01%+44,03413F-HRTimelineGroup
SimpliFi, Inc.437,346$19M8.72%-423,46813F-HRTimeline
UBS Group AGin group UBS Group AG408,084$17.7M<0.01%-533,54413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY380,032$16.5M<0.01%+19,90213F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS358,545$15.6M0.63%-108,57813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC280,176$12.2M<0.01%+124,87413F-HRTimelineGroup
Atria Investments, Inc265,570$11.5M0.15%-10,79813F-HRTimeline
INVENIO WEALTH PARTNERS LLC255,249$11.1M4.65%-1,04713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC221,364$9.61M<0.01%-32313F-HRTimelineGroup
Smartleaf Asset Management LLC210,331$9.11M0.88%-62413F-HRTimeline
Insight Advisors, LLC/ PA207,608$9.02M1.58%+15,38713F-HRTimeline
Grey Ledge Advisors, LLC206,842$8.98M2.36%+55813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC199,337$8.66M2.88%+53,92813F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding180,680$7.85M+31,401Timeline
Defined Financial Planning LLC160,836$7M7.1%+13,96313F-HRTimeline
Waverly Advisors, LLC139,420$6.06M0.07%+12,42713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC139,359$6.05M0.01%+48,31613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP134,201$5.83M0.01%-2,86413F-HRTimelineGroup
RFG Advisory, LLC125,917$5.47M0.15%+7,61413F-HRTimeline
Freedom Investment Management, Inc.114,846$4.99M0.42%-1,60113F-HRTimeline
Cetera Investment Advisers105,878$4.6M0.01%+44,04113F-HRTimeline
BEACON FINANCIAL GROUP95,601$4.15M0.45%-1,04913F-HRTimeline
Oxinas Partners, LLC93,893$4.08M2.41%-9,58313F-HRTimeline
Vestmark Advisory Solutions, Inc.91,706$3.98M0.1%new13F-HRTimeline
Bluespring Wealth Management, LLC91,639$3.98M0.41%-5,97713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN83,851$3.64M<0.01%+20,52513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC81,072$3.52M<0.01%+10,05813F-HRTimelineGroup
LANARK FINANCIAL, INC.79,424$3.45M0.29%+79,36713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS75,434$3.28M0.01%-2,13013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.74,681$3.24M0.01%-9,34013F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC67,485$2.93M1.58%-2,04413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…66,589$2.89M0.57%-6,39313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,498$2.89M0.01%+44,09713F-HR/ATimelineGroup
Bison Wealth, LLC62,710$2.72M0.25%-11,22613F-HRTimeline
WealthPlan Investment Management, LLC62,642$2.72M0.27%-3,15013F-HRTimeline
MML INVESTORS SERVICES, LLC55,812$2.42M0.01%-7,91513F-HRTimeline
Golden State Wealth Management, LLC54,157$2.35M0.35%-88913F-HR/ATimeline
Goldstone Financial Group, LLC52,374$2.27M0.34%+1,17913F-HRTimeline
Sharper & Granite LLC48,877$2.12M0.88%+3013F-HRTimeline
NorthCrest Asset Manangement, LLC48,505$2.11M0.06%+15,61813F-HRTimeline
Schwallier Wealth Management LLC48,288$2.1M1.55%-210,81813F-HRTimeline
Mariner, LLCin group Mariner, LLC44,528$1.93M<0.01%-44013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,524$1.76M0.04%new13F-HRTimelineGroup
JT Stratford LLC39,094$1.7M0.3%-10,64313F-HRTimeline
AE Wealth Management LLC38,130$1.66M0.01%-73913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC34,080$1.48M0.03%-9,46813F-HRTimeline
Betterment LLC33,502$1.46M<0.01%+70113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP32,777$1.42M<0.01%-1,60613F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC32,364$1.41M0.02%-1,60513F-HRTimeline
INTEGRITY ALLIANCE, LLC.31,022$1.35M0.05%+8,19613F-HRTimeline
Independent Wealth Network Inc.30,697$1.33M0.53%+1,06813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.29,193$1.27M0.01%+33813F-HRTimeline
SFE Investment Counsel27,934$1.21M0.24%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.27,773$1.21M0.03%+3,47413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,992$1.17M<0.01%new13F-HRTimelineGroup
David Kennon Inc26,273$1.14M0.45%-56013F-HRTimeline
Beacon Financial Advisory LLC25,361$1.1M0.33%+6,98913F-HRTimeline
Sanctuary Advisors, LLC24,628$1.07M0.01%+3,64013F-HRTimeline
My Legacy Advisors, LLC20,689$899K0.35%-9413F-HRTimeline
WIN ADVISORS, INC20,438$888K0.46%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,458$845K0.01%-6,11813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC17,909$778K0.03%-5,95613F-HRTimeline
Barnes Wealth Management Group, Inc17,816$774K0.5%+1,35713F-HRTimeline
Trinity Wealth Management, LLC17,665$767K0.35%-3,98513F-HRTimeline
Winch Advisory Services, LLC17,424$757K0.2%+70113F-HRTimeline
Sovran Advisors, LLC17,215$739K0.1%+5,01813F-HRTimeline
WEBSTER BANK, N. A.16,911$734K0.08%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,196$702K0.04%+58113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,960$648K<0.01%+3,34513F-HR/ATimelineGroup
Pinnacle Financial Group, LLC / IL14,011$608K0.22%013F-HRTimeline
Empirical Asset Management, LLC13,908$604K0.21%+7,14613F-HRTimeline
Creative Planningin group Creative Planning13,763$598K<0.01%-3,49013F-HRTimelineGroup
Worth Asset Management, LLC13,754$597K0.33%-43313F-HRTimeline
Institute for Wealth Management, LLC.13,202$573K0.07%+16913F-HRTimeline
OneDigital Investment Advisors LLC13,028$566K0.01%-18,11113F-HRTimeline
Capstone Financial Advisors, Inc.12,955$563K0.04%+14713F-HRTimeline
Gateway Wealth Partners, LLC12,694$551K0.12%+1,78313F-HRTimeline
Western Wealth Management, LLC12,432$540K0.04%-15113F-HRTimeline
Patriot Financial Group Insurance Agenc…11,960$519K0.07%-30813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,346$493K<0.01%+1,94313F-HRTimelineGroup
NewSquare Capital LLC11,336$492K0.04%+17613F-HRTimeline
SMI Advisory Services, LLC11,298$486K0.11%+60313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…10,887$473K0.04%new13F-HRTimelineGroup
Larson Financial Group LLC10,179$442K0.02%-6813F-HRTimeline
Farther Finance Advisors, LLC9,556$416K0.01%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC9,440$410K0.31%-10,82013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.9,284$403K0.05%+1,16813F-HRTimeline
REAP Financial Group, LLC9,122$396K0.1%-78113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,929$388K<0.01%+3,57113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC8,730$379K0.09%+15913F-HRTimeline
Cambridge Investment Research Advisors,…8,428$366K<0.01%-4,74213F-HRTimeline
Walkner Condon Financial Advisors LLC8,001$347K0.07%-63613F-HRTimeline
United Advisor Group, LLC7,898$343K0.07%-1,60913F-HRTimeline
CVA Family Office, LLC7,895$343K0.05%013F-HRTimeline
CoreCap Advisors, LLC7,646$332K0.01%-6813F-HRTimeline
GPS Wealth Strategies Group, LLC7,507$326K0.04%-1,92713F-HRTimeline
Quadcap Wealth Management, LLC7,057$306K0.04%-9213F-HRTimeline
McNamara Financial Services, Inc.7,010$304K0.07%-79113F-HRTimeline
Team Financial Group, LLC7,004$304K0.18%+43513F-HRTimeline
OLD MISSION CAPITAL LLC6,645$289K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,638$288K0.02%-1,32513F-HRTimeline
FORM Wealth Advisors, LLC6,517$283K0.04%13F-HRTimeline
Perennial Advisors, LLC6,505$283K0.06%new13F-HRTimeline
IHT Wealth Management, LLC6,349$276K0.01%+9013F-HRTimeline
ORG Partners LLC6,118$266K0.07%+3,15713F-HRTimeline
Meridian Financial Advisors, LLC5,951$258K0.18%-1,36413F-HRTimeline
Atria Wealth Solutions, Inc.5,789$251K<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC5,720$248K0.05%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,699$248K0.01%new13F-HRTimelineGroup
Vantage Point Financial LLC5,528$240K0.12%+51013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,499$239K0.02%-6,24113F-HRTimeline
NewEdge Advisors, LLC5,408$235K<0.01%-4,79013F-HRTimeline
Obsidian Personal Planning Solutions LLC5,364$232K0.1%+44013F-HRTimeline
HF Advisory Group, LLC5,304$230K0.1%+11213F-HRTimeline
Verdence Capital Advisors LLC5,149$224K0.02%+5813F-HRTimeline
Lionshead Wealth Management, LLC5,134$223K0.23%-3,64213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,941$215K0.04%-30013F-HRTimeline
OMNI 360 Wealth, Inc.4,786$208K0.14%new13F-HR/ATimeline
Simplicity Wealth,LLC4,630$201K0.02%new13F-HRTimeline
Transce3nd, LLC4,455$193K0.09%-97913F-HRTimeline
Frazier Financial Advisors, LLC3,627$158K0.12%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,356$146K<0.01%-18213F-HRTimelineGroup
Breakwater Investment Management3,061$133K0.06%013F-HRTimeline
Wayfinding Financial, LLC2,990$129K0.06%new13F-HRTimeline
PSI Advisors, LLC2,558$111K0.04%new13F-HRTimeline
Opal Wealth Advisors, LLC2,402$104K0.03%-42,52213F-HRTimeline
Pinnacle Bancorp, Inc.2,057$89.3K0.03%013F-HRTimeline
SBI Securities Co., Ltd.1,743$75.7K<0.01%+5713F-HRTimeline
MJT & Associates Financial Advisory Gro…1,595$69.3K0.07%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,404$61K<0.01%-52713F-HR/ATimelineGroup
Covestor Ltd1,329$58K0.04%+26713F-HRTimeline
FMR LLCin group FMR LLC1,329$57.7K<0.01%+1,30013F-HRTimelineGroup
Reyes Financial Architecture, Inc.1,254$54.5K0.04%-4013F-HRTimeline
Darwin Wealth Management, LLC1,114$47.8K0.02%013F-HRTimeline
COMERICA BANK1,003$43.6K<0.01%-3,24313F-HRTimeline
IFP Advisors, Inc909$39.5K<0.01%+39613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC704$30.6K0.01%-5,84913F-HRTimeline
Steward Partners Investment Advisory, L…528$22.9K<0.01%-41,98813F-HRTimeline
Tidemark, LLC500$21.7K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC462$20.1K0.01%+113F-HRTimeline
Allworth Financial LP332$14.3K<0.01%-68313F-HRTimeline
Wilmington Savings Fund Society, FSB320$13.9K<0.01%new13F-HRTimeline
Truvestments Capital LLC313$13.6K<0.01%013F-HRTimeline
Caldwell Trust Co300$13K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC275$12K<0.01%+313F-HRTimelineGroup
PRIVATE TRUST CO NA262$11.4K<0.01%-2013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC256$11.1K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV207$8.99K<0.01%-12613F-HRTimeline
AdvisorNet Financial, Inc201$8.73K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…201$8.73K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.200$8.69K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…199$8.64K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC150$6.53K<0.01%new13F-HRTimeline
Key Financial Inc137$5.95K<0.01%013F-HRTimeline
Sound Income Strategies, LLC135$5.86K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC39$1.69K<0.01%new13F-HRTimeline
Continuum Advisory, LLC20$869<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC10$4340.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.9$00%+113F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,02213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.