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Disclosery

AGGY WISDOMTREE TR

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YIELD ENHANCD US (fund)

169 managers (170 13F filers) reported a position in AGGY shares at 2025-12-31, 15,695,065 shares in all. 15 filers opened a position and 12 filers sold out during the quarter.

Managers
169
13F filers
170
New
15
Added
71
Reduced
50
Sold out
12
Shares held by filers
15,695,065

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/2,328,806$103M0.01%+105,73513F-HRTimelineGroup
LPL Financial LLC1,477,258$65.1M0.02%+220,80713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,312,116$57.8M0.09%+151,51713F-HRTimeline
CWM, LLCin group CWM, LLC1,237,268$54.5M0.15%+20,95413F-HRTimelineGroup
HighTower Advisors, LLC709,752$31.3M0.03%-106,01813F-HRTimeline
Prestige Wealth Management Group LLC634,661$28M5.33%+8713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC597,285$26.3M0.15%-16,09613F-HRTimelineGroup
UBS Group AGin group UBS Group AG540,509$23.8M<0.01%+32,53513F-HRTimelineGroup
Private Advisor Group, LLC413,202$18.2M0.09%+17,49313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS310,135$13.7M0.51%-23,24113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding299,054$13.2M+35,362Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC284,132$12.5M<0.01%+6,16113F-HRTimelineGroup
Atria Investments, Inc261,767$11.5M0.13%-13,33513F-HRTimeline
Grey Ledge Advisors, LLC258,394$11.4M2.57%+31,76713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC256,924$11.3M<0.01%+19,44113F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…244,643$10.8M0.14%+5,87213F-HRTimelineGroup
Smartleaf Asset Management LLC241,815$10.7M0.4%+15,73513F-HRTimeline
WealthPlan Investment Management, LLC240,318$10.6M0.67%+176,65413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY240,177$10.6M<0.01%+4,29713F-HR/ATimelineGroup
Insight Advisors, LLC/ PA204,837$9.02M1.37%+5,85013F-HRTimeline
Broussard Financial Group LLC171,121$7.54M6.11%13F-HRTimeline
Cetera Investment Advisers151,530$6.67M0.01%+50,39613F-HRTimeline
Vestmark Advisory Solutions, Inc.148,464$6.54M0.09%+7,93913F-HRTimeline
RFG Advisory, LLC146,594$6.46M0.12%+9,68113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP136,654$6.02M0.01%+6,95113F-HRTimelineGroup
Merit Financial Group, LLC132,237$5.83M0.05%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC130,350$5.74M0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN125,424$5.52M<0.01%+18,54413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO106,383$4.69M<0.01%-6,87113F-HRTimelineGroup
Oxinas Partners, LLC106,016$4.67M2.25%+3,61013F-HRTimeline
OPTIMA CAPITAL LLC97,744$4.31M1.86%new13F-HRTimeline
LANARK FINANCIAL, INC.95,322$4.2M0.31%+10,67313F-HRTimeline
Trilogy Capital Inc.79,996$3.52M0.16%+12,56713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.79,418$3.5M0.01%+3,59913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS79,131$3.49M0.01%+1,32213F-HRTimeline
MML INVESTORS SERVICES, LLC73,898$3.26M0.01%+5,75313F-HRTimeline
Freedom Investment Management, Inc.64,291$2.83M0.82%-9,97413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC64,184$2.83M1.41%+1,23213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,576$2.76M<0.01%-8,78013F-HRTimelineGroup
WealthPoint Financial, LLC61,227$2.7M2.35%13F-HRTimeline
Golden State Wealth Management, LLC53,752$2.37M0.25%+3913F-HRTimeline
NorthCrest Asset Manangement, LLC53,354$2.35M0.05%+3,59213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC50,360$2.22M0.03%013F-HRTimeline
Sharper & Granite LLC47,377$2.09M0.74%-1,32013F-HRTimeline
HARBOUR INVESTMENTS, INC.45,385$2M0.04%+5,43613F-HRTimeline
AE Wealth Management LLC41,729$1.84M0.01%+3,81513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,103$1.77M0.02%-3,64813F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…39,852$1.76M0.28%-31,05813F-HRTimelineGroup
Betterment LLC38,249$1.69M<0.01%+3,49013F-HRTimeline
Independent Wealth Network Inc.34,840$1.53M0.47%+67613F-HRTimeline
JT Stratford LLC33,180$1.46M0.19%+54513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP31,612$1.4M<0.01%-94413F-HR/ATimelineGroup
SEGALL BRYANT & HAMILL, LLC30,646$1.35M0.02%-1,65513F-HRTimeline
Bison Wealth, LLC29,208$1.27M0.14%new13F-HRTimeline
Symphony Financial, Ltd. Co.27,729$1.22M0.16%-1,64013F-HRTimeline
Sanctuary Advisors, LLC27,427$1.21M0.01%+5,08513F-HRTimeline
David Kennon Inc25,614$1.13M0.4%-27313F-HRTimeline
INTEGRITY ALLIANCE, LLC.24,084$1.06M0.04%-1,25013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC23,406$1.03M0.41%-217,33113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.20,878$920K0.1%+9,67213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,143$887K<0.01%-50513F-HRTimelineGroup
Goldstone Financial Group, LLC19,884$876K0.1%-1,72413F-HRTimeline
Gateway Wealth Partners, LLC19,846$874K0.1%+1,35413F-HRTimeline
Barnes Wealth Management Group, Inc19,840$874K0.47%+43013F-HRTimeline
Summit Financial, LLC18,717$824K0.01%-3,19313F-HRTimeline
Winch Advisory Services, LLC18,516$816K0.18%+28413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …18,350$810K0.03%-2,39813F-HRTimelineGroup
Empirical Asset Management, LLC18,121$798K0.23%-1,33813F-HRTimeline
EJMK Ventures LLC17,866$787K0.48%13F-HRTimeline
WEBSTER BANK, N. A.17,828$785K0.07%+91713F-HRTimeline
Trinity Wealth Management, LLC17,211$758K0.28%-62213F-HRTimeline
Creative Planningin group Creative Planning17,100$753K<0.01%+11813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,775$739K0.01%+78613F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC15,427$680K0.02%-10913F-HRTimeline
WealthPLAN Partners, LLC15,182$669K0.1%new13F-HRTimeline
Sun Financial Inc14,944$658K0.37%13F-HRTimeline
BEACON FINANCIAL GROUP14,641$645K0.06%-2,01713F-HRTimeline
Pinnacle Financial Group, LLC / IL14,439$636K0.18%013F-HRTimeline
Global Retirement Partners, LLC13,832$609K0.01%+1113F-HRTimeline
Beacon Financial Advisory LLC13,731$605K0.14%-2,20713F-HRTimeline
Capstone Financial Advisors, Inc.12,976$572K0.03%013F-HRTimeline
McNamara Financial Services, Inc.12,745$561K0.11%-2013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,567$554K<0.01%+5,03013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,416$547K0.01%+1,18813F-HRTimelineGroup
NewSquare Capital LLC12,166$536K0.05%-38213F-HRTimeline
Worth Asset Management, LLC11,980$528K0.22%+15413F-HRTimeline
OneDigital Investment Advisors LLC11,501$507K<0.01%-45613F-HRTimeline
Waverly Advisors, LLC10,727$473K<0.01%-153,93913F-HRTimeline
Arkadios Wealth Advisors10,503$463K0.01%+17413F-HRTimeline
Larson Financial Group LLC9,989$440K0.01%-5713F-HRTimeline
Westwood Wealth Management9,749$429K0.32%new13F-HRTimeline
Lionshead Wealth Management, LLC9,749$429K0.32%-2313F-HRTimeline
Hopwood Nicholas Hunter9,338$411K0.13%13F-HRTimeline
Farther Finance Advisors, LLC9,240$407K<0.01%+76713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,077$400K0.01%+3,32513F-HRTimelineGroup
REAP Financial Group, LLC9,037$398K0.08%-4113F-HRTimeline
Opal Wealth Advisors, LLC8,900$392K0.1%new13F-HRTimeline
SFE Investment Counsel8,748$385K0.06%-89113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC8,446$372K0.31%013F-HRTimeline
Reyes Financial Architecture, Inc.8,108$357K0.22%+6,85413F-HRTimeline
Town Capital LLC8,033$354K0.29%13F-HRTimeline
Retireful, LLC7,919$350K0.44%new13F-HRTimeline
CVA Family Office, LLC7,895$348K0.04%013F-HRTimeline
CoreCap Advisors, LLC7,442$328K0.01%013F-HRTimeline
Simplicity Wealth,LLC7,425$327K0.02%-1913F-HRTimeline
Bluespring Wealth Management, LLC7,290$321K0.03%013F-HRTimeline
Kingdom Financial Group LLC.7,028$310K0.1%new13F-HRTimeline
Team Financial Group, LLC6,994$308K0.14%+7613F-HRTimeline
FORM Wealth Advisors, LLC6,741$297K0.03%13F-HRTimeline
United Advisor Group, LLC6,673$294K0.04%+1913F-HRTimeline
SWMG, LLC6,526$288K0.08%+51613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,354$280K<0.01%-164,50713F-HRTimeline
Western Wealth Management, LLC6,211$274K0.01%-6,10813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,058$267K0.02%-4213F-HRTimeline
Meridian Financial Advisors, LLC5,832$257K0.14%+5813F-HRTimeline
Institute for Wealth Management, LLC.5,617$247K0.03%-7,82013F-HRTimeline
IFP Advisors, Inc5,441$240K0.01%-41813F-HRTimeline
OMNI 360 Wealth, Inc.5,390$239K0.12%+38413F-HRTimeline
Dynamic Advisor Solutions LLC5,364$236K0.01%+2913F-HRTimeline
HF Advisory Group, LLC5,348$236K0.08%+6313F-HR/ATimeline
CENTAURUS FINANCIAL, INC.5,324$235K0.01%+36413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,291$233K<0.01%-24,99213F-HRTimelineGroup
IHT Wealth Management, LLC5,209$229K0.01%-97513F-HRTimeline
Verdence Capital Advisors LLC4,994$220K0.01%-16913F-HRTimeline
Quadcap Wealth Management, LLC4,897$216K0.02%-23713F-HRTimeline
Cambridge Investment Research Advisors,…4,812$212K<0.01%-65413F-HRTimeline
Vise Technologies, Inc.4,707$207K<0.01%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,707$207K0.03%-1,36713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,634$204K0.03%013F-HRTimeline
Vantage Point Financial LLC4,593$202K0.07%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,858$170K0.14%-1,22313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,719$165K<0.01%-4013F-HRTimeline
Frazier Financial Advisors, LLC3,627$160K0.09%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,578$158K<0.01%+24413F-HRTimelineGroup
Breakwater Investment Management3,262$144K0.05%+20113F-HRTimeline
Aptus Capital Advisors, LLC2,944$130K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.2,362$104K<0.01%+35613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,254$99K<0.01%+42213F-HRTimelineGroup
Pinnacle Bancorp, Inc.2,057$90.6K0.03%013F-HRTimeline
COMERICA BANK1,847$81.4K<0.01%013F-HRTimeline
Covestor Ltd1,683$74K0.04%+3213F-HRTimeline
Darwin Wealth Management, LLC1,122$49.4K0.02%+113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,061$46.8K<0.01%013F-HR/ATimelineGroup
SHP Wealth Management695$30.6K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…528$23.3K<0.01%013F-HRTimeline
Tidemark, LLC500$22K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC466$20.5K0.01%+213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…431$19K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC405$17.9K0.02%-5,85513F-HRTimeline
Key Financial Inc351$15.5K<0.01%013F-HRTimeline
Allworth Financial LP332$14.6K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA319$14.1K<0.01%13F-HRTimelineGroup
Caldwell Trust Co300$13.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC284$13K<0.01%+313F-HR/ATimelineGroup
PRIVATE TRUST CO NA231$10.2K<0.01%-3113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV214$9.43K<0.01%+213F-HRTimeline
Capital Investment Advisory Services, L…201$8.85K<0.01%013F-HRTimeline
FIRST HORIZON CORP200$8.81K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC169$7.44K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…162$7.14K<0.01%+213F-HR/ATimelineGroup
Costello Asset Management, INC136$5.99K<0.01%+113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.44$4.41K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC96$4.24K<0.01%-1013F-HRTimelineGroup
Lloyd Advisory Services, LLC.45$2K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.32$1.41K<0.01%013F-HRTimeline
Strategic Advocates LLC26$1.15K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC10$4400.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3$132<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.