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Disclosery

AGGY WISDOMTREE TR

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YIELD ENHANCD US (fund)

160 managers (161 13F filers) reported a position in AGGY shares at 2025-09-30, 15,043,697 shares in all. 16 filers opened a position and 15 filers sold out during the quarter.

Managers
160
13F filers
161
New
16
Added
71
Reduced
54
Sold out
15
Shares held by filers
15,043,697

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/2,223,071$98.4M0.01%+41,42613F-HR/ATimelineGroup
LPL Financial LLC1,256,451$55.6M0.02%+31,86313F-HRTimeline
CWM, LLCin group CWM, LLC1,216,314$53.8M0.16%+35,95813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,160,599$51.4M0.09%+290,51313F-HRTimeline
HighTower Advisors, LLC815,770$36.1M0.04%-44,53113F-HRTimeline
Prestige Wealth Management Group LLC634,574$28.1M5.42%+6,55613F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC613,381$27.2M0.16%-18,38613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG507,974$22.5M<0.01%+34,00513F-HRTimelineGroup
Private Advisor Group, LLC395,709$17.5M0.09%+99113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS333,376$14.8M0.55%-10,42713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC277,971$12.3M<0.01%+3,42113F-HRTimelineGroup
Atria Investments, Inc275,102$12.2M0.14%+24,63813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding263,692$11.7M+49,307Timeline
HOWARD BAILEY SECURITIES, LLC240,737$10.7M3.03%+31,30513F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…238,771$10.6M0.14%+4,52213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC237,483$10.5M<0.01%-21,36313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY235,880$10.4M<0.01%+14,69913F-HR/ATimelineGroup
Grey Ledge Advisors, LLC226,627$10M2.27%+15,71013F-HRTimeline
Smartleaf Asset Management LLC226,080$9.99M0.62%+8,35113F-HRTimeline
Insight Advisors, LLC/ PA198,987$8.81M1.35%+86913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC170,861$7.56M0.01%+17,57813F-HRTimeline
Waverly Advisors, LLC164,666$7.29M0.07%+20,38613F-HRTimeline
Defined Financial Planning LLC152,014$6.73M5.58%+14,06613F-HRTimeline
Vestmark Advisory Solutions, Inc.140,525$6.22M0.12%-88,61113F-HRTimeline
RFG Advisory, LLC136,913$6.06M0.13%+3,78513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP129,703$5.74M0.01%-1,26013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO113,254$5.01M<0.01%-50,41613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN106,880$4.73M<0.01%+28,03613F-HRTimelineGroup
Oxinas Partners, LLC102,406$4.53M2.43%+6,06313F-HRTimeline
Cetera Investment Advisers101,134$4.48M0.01%+5,49313F-HRTimeline
LANARK FINANCIAL, INC.84,649$3.75M0.29%+3,11813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC79,875$3.54M<0.01%-32,62713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS77,809$3.44M0.01%+3,36313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,819$3.32M<0.01%-1,35113F-HRTimelineGroup
Freedom Investment Management, Inc.74,265$3.29M0.87%-33,17113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,356$3.16M<0.01%-584,33413F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…70,910$3.13M0.53%+7,99813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC68,145$3.02M0.01%+4,46813F-HRTimeline
Trilogy Capital Inc.67,429$2.99M0.14%-45,27013F-HRTimeline
WealthPlan Investment Management, LLC63,664$2.82M0.19%+1,42713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC62,952$2.79M1.39%-91413F-HRTimeline
Golden State Wealth Management, LLC53,713$2.38M0.26%+1,22413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC50,360$2.23M0.04%+4,13813F-HRTimeline
NorthCrest Asset Manangement, LLC49,762$2.2M0.05%+79613F-HRTimeline
Sharper & Granite LLC48,697$2.16M0.77%+52013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…43,751$1.94M0.03%-6,75713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.39,949$1.77M0.04%+9,02913F-HRTimeline
AE Wealth Management LLC37,914$1.68M0.01%+3,85913F-HRTimeline
Betterment LLC34,759$1.54M<0.01%+69813F-HRTimeline
Independent Wealth Network Inc.34,164$1.51M0.49%+3,19113F-HRTimeline
JT Stratford LLC32,635$1.44M0.19%-3,27713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP32,556$1.44M<0.01%-86513F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC32,301$1.43M0.02%-58013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,283$1.34M<0.01%-3,65313F-HRTimelineGroup
Symphony Financial, Ltd. Co.29,369$1.3M0.16%-8,71913F-HRTimeline
David Kennon Inc25,887$1.15M0.41%-7313F-HRTimeline
INTEGRITY ALLIANCE, LLC.25,334$1.12M0.05%-2,64513F-HRTimeline
Sanctuary Advisors, LLC22,342$989K0.01%-8313F-HR/ATimeline
Summit Financial, LLC21,910$970K0.01%new13F-HRTimeline
Goldstone Financial Group, LLC21,608$957K0.11%+34313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …20,748$917K0.03%+3,80013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,648$910K<0.01%-79713F-HRTimelineGroup
Empirical Asset Management, LLC19,459$861K0.24%+1,86813F-HRTimeline
Barnes Wealth Management Group, Inc19,410$859K0.47%+1,33213F-HRTimeline
Gateway Wealth Partners, LLC18,492$819K0.11%+4,74413F-HRTimeline
Winch Advisory Services, LLC18,232$807K0.18%+2,05113F-HRTimeline
Trinity Wealth Management, LLC17,833$789K0.3%-7113F-HRTimeline
Creative Planningin group Creative Planning16,982$752K<0.01%+6,63013F-HRTimelineGroup
WEBSTER BANK, N. A.16,911$749K0.07%013F-HRTimeline
BEACON FINANCIAL GROUP16,658$737K0.07%-62,97713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,989$708K0.01%+35613F-HRTimelineGroup
Beacon Financial Advisory LLC15,938$706K0.16%-3,22113F-HRTimeline
Ashton Thomas Private Wealth, LLC15,536$688K0.02%-42413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,468$685K<0.01%-74,02813F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL14,439$639K0.19%+42813F-HRTimeline
Global Retirement Partners, LLC13,821$612K0.01%+413F-HRTimeline
Institute for Wealth Management, LLC.13,437$595K0.06%+8613F-HRTimeline
Capstone Financial Advisors, Inc.12,976$574K0.03%013F-HRTimeline
McNamara Financial Services, Inc.12,765$565K0.11%+613F-HRTimeline
NewSquare Capital LLC12,548$556K0.04%+86613F-HRTimeline
Western Wealth Management, LLC12,319$545K0.03%+8813F-HRTimeline
OneDigital Investment Advisors LLC11,957$529K0.01%-59213F-HRTimeline
Worth Asset Management, LLC11,826$524K0.24%-8,38013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,228$497K0.01%+4,02213F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.11,206$496K0.05%+1,43013F-HRTimeline
Arkadios Wealth Advisors10,329$457K0.01%+2,77113F-HRTimeline
Larson Financial Group LLC10,046$445K0.02%-14413F-HRTimeline
Lionshead Wealth Management, LLC9,772$433K0.34%+3,06013F-HRTimeline
SFE Investment Counsel9,639$427K0.07%-5,45213F-HRTimeline
ORG Partners LLC9,230$409K0.07%-53713F-HRTimeline
REAP Financial Group, LLC9,078$402K0.09%+38213F-HRTimeline
Farther Finance Advisors, LLC8,473$375K0.01%-41313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC8,446$374K0.31%-68113F-HRTimeline
CVA Family Office, LLC7,895$350K0.04%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,537$334K<0.01%-1,38113F-HRTimelineGroup
Simplicity Wealth,LLC7,444$330K0.02%-7,98613F-HRTimeline
CoreCap Advisors, LLC7,442$329K0.01%-21513F-HRTimeline
Bluespring Wealth Management, LLC7,290$323K0.03%013F-HRTimeline
SMI Advisory Services, LLC7,041$312K0.06%-5,04013F-HRTimeline
Team Financial Group, LLC6,918$306K0.14%+7113F-HRTimeline
United Advisor Group, LLC6,654$295K0.04%-313F-HRTimeline
GPS Wealth Strategies Group, LLC6,260$277K0.03%-1,00813F-HRTimeline
IHT Wealth Management, LLC6,184$274K0.01%+24713F-HRTimeline
Lion Street Advisors, LLC5,243$272K0.09%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,100$270K0.02%+3513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,074$269K0.04%new13F-HRTimeline
SWMG, LLC6,010$269K0.08%new13F-HRTimeline
PSI Advisors, LLC5,935$263K0.07%new13F-HRTimeline
IFP Advisors, Inc5,859$259K0.01%+3,03813F-HR/ATimeline
Meridian Financial Advisors, LLC5,774$256K0.14%-24413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,752$255K0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,466$242K<0.01%-66013F-HRTimeline
Obsidian Personal Planning Solutions LLC5,364$237K0.08%013F-HRTimeline
Dynamic Advisor Solutions LLC5,335$236K0.01%new13F-HRTimeline
HF Advisory Group, LLC5,285$234K0.09%+7513F-HRTimeline
Verdence Capital Advisors LLC5,163$231K0.01%-4413F-HRTimeline
Quadcap Wealth Management, LLC5,134$227K0.03%-1,92313F-HRTimeline
Soltis Investment Advisors LLC5,103$226K0.02%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5,081$225K0.23%-20013F-HR/ATimeline
OMNI 360 Wealth, Inc.5,006$222K0.12%+8713F-HRTimeline
CENTAURUS FINANCIAL, INC.4,960$220K0.01%+5513F-HRTimeline
Schwallier Wealth Management LLC4,755$211K0.13%-13,99613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,634$205K0.03%-30713F-HRTimeline
Vantage Point Financial LLC4,593$203K0.08%-6913F-HRTimeline
Sovran Advisors, LLC4,513$200K0.02%-2,36813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,759$166K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC3,627$161K0.1%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,334$148K<0.01%-8413F-HRTimelineGroup
Breakwater Investment Management3,061$136K0.05%013F-HRTimeline
Pinnacle Bancorp, Inc.2,057$91.1K0.03%013F-HRTimeline
SBI Securities Co., Ltd.2,006$88.8K<0.01%-8013F-HRTimeline
COMERICA BANK1,847$81.8K<0.01%+84413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,832$81K<0.01%013F-HRTimelineGroup
Covestor Ltd1,651$73K0.04%+12413F-HRTimeline
Reyes Financial Architecture, Inc.1,254$55.5K0.04%013F-HRTimeline
Darwin Wealth Management, LLC1,121$49.7K0.02%+71613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,114$49.3K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,061$47K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC793$35.1K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…528$23.4K<0.01%013F-HRTimeline
Tidemark, LLC500$22.1K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC464$20.6K0.01%+113F-HRTimeline
Key Financial Inc351$15.5K<0.01%013F-HRTimeline
Allworth Financial LP332$14.7K<0.01%013F-HRTimeline
Caldwell Trust Co300$13.3K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC281$12K<0.01%+313F-HRTimelineGroup
PRIVATE TRUST CO NA262$11.6K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV212$9.37K<0.01%+313F-HRTimeline
Capital Investment Advisory Services, L…201$8.9K<0.01%013F-HRTimeline
FIRST HORIZON CORP200$8.85K<0.01%13F-HRTimeline
Advisory Services Network, LLC190$8.41K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…163$7.22K0.01%-1,43213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…160$7.09K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC135$5.98K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC106$4.7K<0.01%+7713F-HRTimelineGroup
Sunbelt Securities, Inc.32$1.42K<0.01%new13F-HRTimeline
Strategic Advocates LLC26$1.15K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC10$4420.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3$133<0.01%-19613F-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.