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Disclosery

AGGY WISDOMTREE TR

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YIELD ENHANCD US (fund)

165 managers (166 13F filers) reported a position in AGGY shares at 2025-06-30, 15,975,983 shares in all. 9 filers opened a position and 17 filers sold out during the quarter.

Managers
165
13F filers
166
New
9
Added
61
Reduced
70
Sold out
17
Shares held by filers
15,975,983

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/2,181,645$95.2M0.01%-664,32013F-HRTimelineGroup
LPL Financial LLC1,224,588$53.4M0.02%-11,66313F-HRTimeline
CWM, LLCin group CWM, LLC1,180,356$51.5M0.18%-2,48113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV870,086$38M0.09%+30,25313F-HRTimeline
HighTower Advisors, LLC860,301$37.5M0.05%-1,67913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding655,690$28.6M-17,656Timeline
Savant Capital, LLCin group Savant Capital, LLC631,767$27.6M0.2%-31,09113F-HR/ATimelineGroup
Prestige Wealth Management Group LLC628,018$27.4M5.59%-25,49813F-HR/ATimeline
UBS Group AGin group UBS Group AG473,969$20.7M<0.01%+65,88513F-HRTimelineGroup
SimpliFi, Inc.439,659$19.2M8.45%+2,31313F-HRTimeline
Private Advisor Group, LLC394,718$17.2M0.09%-100,87613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS343,803$15M0.56%-14,74213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC274,550$12M<0.01%-5,62613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC258,846$11.3M<0.01%+37,48213F-HRTimelineGroup
Atria Investments, Inc250,464$10.9M0.13%-15,10613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…234,249$10.2M0.16%new13F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.229,136$10M0.14%+137,43013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY221,181$9.65M<0.01%-158,85113F-HRTimelineGroup
Smartleaf Asset Management LLC217,729$9.46M0.83%+7,39813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding214,385$9.35M+33,705Timeline
Grey Ledge Advisors, LLC210,917$9.2M2.25%+4,07513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC209,432$9.14M2.82%+10,09513F-HR/ATimeline
Insight Advisors, LLC/ PA198,118$8.64M1.39%-9,49013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO163,670$7.14M<0.01%-279,59113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC153,283$6.69M0.01%+13,92413F-HRTimeline
Waverly Advisors, LLC144,280$6.29M0.07%+4,86013F-HRTimeline
Defined Financial Planning LLC137,948$5.95M5.28%-22,88813F-HRTimeline
RFG Advisory, LLC133,128$5.81M0.14%+7,21113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP130,963$5.71M0.01%-3,23813F-HRTimelineGroup
Trilogy Capital Inc.112,699$4.92M0.24%-829,49413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC112,502$4.91M0.01%+46,00413F-HRTimelineGroup
Freedom Investment Management, Inc.107,436$4.69M0.37%-7,41013F-HRTimeline
Oxinas Partners, LLC96,343$4.2M2.16%+2,45013F-HRTimeline
Cetera Investment Advisers95,641$4.17M0.01%-10,23713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…89,496$3.9M0.01%+62,50413F-HRTimelineGroup
LANARK FINANCIAL, INC.81,531$3.56M0.29%+2,10713F-HRTimeline
BEACON FINANCIAL GROUP79,635$3.47M0.36%-15,96613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN78,844$3.44M<0.01%-5,00713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,170$3.37M0.01%+2,48913F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS74,446$3.25M0.01%-98813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC63,866$2.79M1.44%-3,61913F-HRTimeline
MML INVESTORS SERVICES, LLC63,677$2.78M0.01%+7,86513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…62,912$2.74M0.51%-3,67713F-HRTimelineGroup
WealthPlan Investment Management, LLC62,237$2.72M0.2%-40513F-HRTimeline
Bison Wealth, LLC53,269$2.32M0.18%-9,44113F-HRTimeline
Golden State Wealth Management, LLC52,489$2.29M0.28%-1,66813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,508$2.2M0.04%+9,98413F-HRTimelineGroup
NorthCrest Asset Manangement, LLC48,966$2.13M0.06%+46113F-HRTimeline
Sharper & Granite LLC48,177$2.1M0.8%-70013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC46,222$2.02M0.03%+12,14213F-HRTimeline
Symphony Financial, Ltd. Co.38,088$1.66M0.22%new13F-HR/ATimeline
JT Stratford LLC35,912$1.57M0.24%-3,18213F-HRTimeline
Betterment LLC34,061$1.49M<0.01%+55913F-HRTimeline
AE Wealth Management LLC34,055$1.49M0.01%-4,07513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,936$1.48M<0.01%-47,13613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP33,421$1.46M<0.01%+64413F-HR/ATimelineGroup
SEGALL BRYANT & HAMILL, LLC32,881$1.43M0.02%+51713F-HRTimeline
Independent Wealth Network Inc.30,973$1.35M0.49%+27613F-HRTimeline
HARBOUR INVESTMENTS, INC.30,920$1.35M0.03%+3,14713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.28,317$1.24M0.01%-87613F-HRTimeline
INTEGRITY ALLIANCE, LLC.27,979$1.22M0.07%-3,04313F-HRTimeline
David Kennon Inc25,960$1.13M0.42%-31313F-HRTimeline
Sanctuary Advisors, LLC22,425$978K0.01%-2,20313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,445$931K<0.01%+6,48513F-HRTimelineGroup
Goldstone Financial Group, LLC21,265$925K0.12%-31,10913F-HRTimeline
Worth Asset Management, LLC20,206$882K0.43%+6,45213F-HRTimeline
Beacon Financial Advisory LLC19,159$836K0.22%-6,20213F-HRTimeline
My Legacy Advisors, LLC18,948$823K0.29%-1,74113F-HRTimeline
Schwallier Wealth Management LLC18,751$818K0.5%-29,53713F-HRTimeline
Barnes Wealth Management Group, Inc18,078$789K0.47%+26213F-HRTimeline
Trinity Wealth Management, LLC17,904$781K0.31%+23913F-HRTimeline
Empirical Asset Management, LLC17,591$767K0.24%+3,68313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,948$740K0.03%+75213F-HRTimelineGroup
WEBSTER BANK, N. A.16,911$738K0.08%013F-HRTimeline
Winch Advisory Services, LLC16,181$706K0.17%-1,24313F-HRTimeline
Ashton Thomas Private Wealth, LLC15,960$696K0.02%-1,94913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,633$682K0.01%-3,82513F-HRTimelineGroup
Simplicity Wealth,LLC15,430$673K0.03%+10,80013F-HRTimeline
SFE Investment Counsel15,091$658K0.12%-12,84313F-HRTimeline
Pinnacle Financial Group, LLC / IL14,011$611K0.2%013F-HRTimeline
Global Retirement Partners, LLC13,817$603K0.01%13F-HRTimeline
Gateway Wealth Partners, LLC13,748$600K0.11%+1,05413F-HRTimeline
Institute for Wealth Management, LLC.13,351$582K0.07%+14913F-HRTimeline
Capstone Financial Advisors, Inc.12,976$566K0.03%+2113F-HRTimeline
McNamara Financial Services, Inc.12,759$557K0.11%+5,74913F-HRTimeline
OneDigital Investment Advisors LLC12,549$548K0.01%-47913F-HRTimeline
Atria Wealth Solutions, Inc.12,503$546K0.01%+6,71413F-HRTimeline
Western Wealth Management, LLC12,231$534K0.03%-20113F-HRTimeline
SMI Advisory Services, LLC12,081$521K0.1%+78313F-HRTimeline
NewSquare Capital LLC11,682$510K0.04%+34613F-HRTimeline
Patriot Financial Group Insurance Agenc…11,650$508K0.06%-31013F-HRTimeline
LEUTHOLD GROUP, LLC10,932$477K0.06%new13F-HRTimeline
Creative Planningin group Creative Planning10,352$452K<0.01%-3,41113F-HRTimelineGroup
Larson Financial Group LLC10,190$445K0.02%+1113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.9,776$427K0.05%+49213F-HRTimeline
ORG Partners LLC9,767$426K0.09%+3,64913F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC9,127$398K0.32%-31313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,918$389K<0.01%-2,42813F-HRTimelineGroup
Farther Finance Advisors, LLC8,886$388K0.01%-67013F-HRTimeline
REAP Financial Group, LLC8,696$379K0.09%-42613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC8,115$354K0.08%-61513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,064$352K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC7,895$344K0.05%013F-HRTimeline
Walkner Condon Financial Advisors LLC7,749$338K0.06%-25213F-HRTimeline
CoreCap Advisors, LLC7,657$334K0.01%+1113F-HRTimeline
Arkadios Wealth Advisors7,558$330K0.01%new13F-HRTimeline
Bluespring Wealth Management, LLC7,290$318K0.03%-84,34913F-HRTimeline
GPS Wealth Strategies Group, LLC7,268$317K0.04%-23913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,206$314K0.01%+1,50713F-HRTimelineGroup
Quadcap Wealth Management, LLC7,057$308K0.04%013F-HRTimeline
Team Financial Group, LLC6,847$299K0.15%-15713F-HRTimeline
Sovran Advisors, LLC6,881$298K0.03%-10,33413F-HRTimeline
Lionshead Wealth Management, LLC6,712$293K0.27%+1,57813F-HRTimeline
United Advisor Group, LLC6,657$290K0.05%-1,24113F-HRTimeline
FORM Wealth Advisors, LLC6,591$288K0.03%+7413F-HRTimeline
Cambridge Investment Research Advisors,…6,126$267K<0.01%-2,30213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,065$265K0.02%-57313F-HRTimeline
Meridian Financial Advisors, LLC6,018$263K0.17%+6713F-HRTimeline
IHT Wealth Management, LLC5,937$259K0.01%-41213F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC5,596$243K0.05%-12413F-HRTimeline
Obsidian Personal Planning Solutions LLC5,364$234K0.09%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5,281$230K0.28%13F-HRTimeline
HF Advisory Group, LLC5,210$227K0.09%-9413F-HRTimeline
Verdence Capital Advisors LLC5,207$227K0.02%+5813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,941$216K0.04%013F-HRTimeline
OMNI 360 Wealth, Inc.4,919$215K0.13%+13313F-HR/ATimeline
CENTAURUS FINANCIAL, INC.4,905$214K0.01%new13F-HRTimeline
Vantage Point Financial LLC4,662$203K0.09%-86613F-HRTimeline
Transce3nd, LLC4,197$183K0.08%-25813F-HRTimeline
Frazier Financial Advisors, LLC3,627$158K0.11%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,418$149K<0.01%+6213F-HRTimelineGroup
Breakwater Investment Management3,061$134K0.05%013F-HRTimeline
IFP Advisors, Inc2,821$123K<0.01%+1,91213F-HRTimeline
Opal Wealth Advisors, LLC2,820$123K0.03%+41813F-HRTimeline
SBI Securities Co., Ltd.2,086$91K<0.01%+34313F-HRTimeline
Pinnacle Bancorp, Inc.2,057$89.7K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,832$80K<0.01%+42813F-HR/ATimelineGroup
MJT & Associates Financial Advisory Gro…1,595$69.6K0.09%013F-HR/ATimeline
Covestor Ltd1,527$67K0.04%+19813F-HRTimeline
Reyes Financial Architecture, Inc.1,254$54.7K0.05%013F-HRTimeline
COMERICA BANK1,003$43.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…528$23K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC502$21.9K0.01%-20213F-HRTimeline
Tidemark, LLC500$21.8K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC463$20.2K0.01%+113F-HRTimeline
Darwin Wealth Management, LLC405$17.7K0.01%-70913F-HRTimeline
Key Financial Inc351$15.3K<0.01%+21413F-HRTimeline
Allworth Financial LP332$14.5K<0.01%013F-HRTimeline
Caldwell Trust Co300$13.1K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC286$12.6K0.14%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC278$12K<0.01%+313F-HRTimelineGroup
PRIVATE TRUST CO NA262$11.4K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV209$9.13K<0.01%+213F-HRTimeline
AdvisorNet Financial, Inc201$8.77K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…201$8.77K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.200$8.73K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…199$8.68K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC134$5.83K<0.01%-1613F-HRTimeline
Qube Research & Technologies Ltd83$3.62K<0.01%new13F-HRTimeline
Parallel Advisors, LLC49$2.13K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC29$1.26K<0.01%-1,30013F-HRTimelineGroup
Spurstone Advisory Services, LLC10$4360.01%013F-HRTimeline
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.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
ELEVATION WEALTH PARTNERS, LLC0$00%-25613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.