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Disclosery

AGGY WISDOMTREE TR

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YIELD ENHANCD US (fund)

163 managers (165 13F filers) reported a position in AGGY shares at 2026-03-31, 17,095,068 shares in all. 15 filers opened a position and 18 filers sold out during the quarter.

Managers
163
13F filers
165
New
15
Added
89
Reduced
42
Sold out
18
Shares held by filers
17,095,068

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/2,380,754$103M0.01%+51,94813F-HRTimelineGroup
LPL Financial LLC1,503,200$65.3M0.02%+25,94213F-HRTimeline
CWM, LLCin group CWM, LLC1,286,071$55.9M0.15%+48,80313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,258,475$54.7M0.08%-53,64113F-HRTimeline
Prestige Wealth Management Group LLC686,094$29.8M5.85%+51,43313F-HRTimeline
Prime Capital Investment Advisors, LLC675,916$29.4M0.34%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding644,155$28M+103,646Timeline
HighTower Advisors, LLC627,024$27.2M0.03%-82,72813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC587,789$25.5M0.12%-9,49613F-HRTimelineGroup
WealthPlan Investment Management, LLC507,625$22.1M1.23%+267,30713F-HRTimeline
Private Advisor Group, LLC431,859$18.8M0.09%+18,65713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding357,039$15.5M+57,985Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS320,599$13.9M0.56%+10,46413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC283,335$12.3M<0.01%+26,41113F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…267,413$11.6M0.16%+22,77013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC264,791$11.5M<0.01%-19,34113F-HR/ATimelineGroup
Grey Ledge Advisors, LLC264,850$11.5M2.6%+6,45613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY264,328$11.5M<0.01%+24,15113F-HRTimelineGroup
Atria Investments, Inc263,486$11.4M0.13%+1,71913F-HRTimeline
Smartleaf Asset Management LLC251,297$10.9M0.39%+9,48213F-HRTimeline
Cetera Investment Advisers209,397$9.1M0.01%+57,86713F-HRTimeline
Broussard Financial Group LLC183,633$7.98M6.38%+12,51213F-HRTimeline
Vestmark Advisory Solutions, Inc.158,989$6.91M0.08%+10,52513F-HRTimeline
RFG Advisory, LLC151,712$6.59M0.12%+5,11813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP135,553$5.89M0.01%-1,10113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC129,028$5.61M0.01%-1,32213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC119,723$5.2M<0.01%+57,14713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN116,039$5.04M<0.01%-9,38513F-HR/ATimelineGroup
Oxinas Partners, LLC111,192$4.83M2.21%+5,17613F-HRTimeline
Merit Financial Group, LLC108,032$4.69M0.03%-24,20513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO107,764$4.67M<0.01%+1,38113F-HR/ATimelineGroup
LANARK FINANCIAL, INC.106,787$4.64M0.35%+11,46513F-HRTimeline
OPTIMA CAPITAL LLC101,290$4.4M2.04%+3,54613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,619$3.59M0.01%+3,20113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS80,567$3.5M0.01%+1,43613F-HRTimeline
Freedom Investment Management, Inc.73,841$3.21M0.95%+9,55013F-HRTimeline
Main Street Financial Solutions, LLC72,207$3.14M0.23%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC69,873$3.04M<0.01%+64,58213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,192$2.96M<0.01%new13F-HRTimelineGroup
WealthPoint Financial, LLC67,644$2.94M2.46%+6,41713F-HR/ATimeline
Sharper & Granite LLC67,572$2.94M1%+20,19513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…67,064$2.92M0.22%+27,21213F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC63,859$2.77M1.35%-32513F-HRTimeline
HARBOUR INVESTMENTS, INC.55,864$2.43M0.04%+10,47913F-HRTimeline
MML INVESTORS SERVICES, LLC54,210$2.36M0.01%-19,68813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC51,439$2.24M0.03%+1,07913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…47,701$2.07M0.02%+7,59813F-HRTimelineGroup
AE Wealth Management LLC46,934$2.04M0.01%+5,20513F-HRTimeline
Gateway Wealth Partners, LLC43,577$1.89M0.07%+23,73113F-HRTimeline
Trilogy Capital Inc.42,070$1.83M0.08%-37,92613F-HRTimeline
Golden State Wealth Management, LLC41,581$1.81M0.2%-12,17113F-HRTimeline
JT Stratford LLC38,006$1.65M0.21%+4,82613F-HRTimeline
Independent Advisor Alliance34,393$1.49M0.02%new13F-HRTimeline
Betterment LLC33,850$1.47M<0.01%-4,39913F-HRTimeline
Sanctuary Advisors, LLC33,799$1.47M0.01%+6,37213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,804$1.29M<0.01%new13F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC28,728$1.25M0.02%-1,91813F-HR/ATimeline
Bison Wealth, LLC28,018$1.22M0.12%-1,19013F-HRTimeline
Symphony Financial, Ltd. Co.26,195$1.14M0.15%-1,53413F-HRTimeline
David Kennon Inc25,614$1.11M0.4%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.25,415$1.1M0.04%+1,33113F-HRTimeline
Empirical Asset Management, LLC25,105$1.09M0.29%+6,98413F-HRTimeline
Insight Advisors, LLC/ PA23,508$1.02M0.19%-181,32913F-HRTimeline
WIN ADVISORS, INC23,305$1.01M0.46%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC23,280$1.01M0.42%-12613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.23,175$1.01M0.11%+2,29713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,314$962K<0.01%+2,17113F-HRTimelineGroup
WEBSTER BANK, N. A.20,628$896K0.08%+2,80013F-HRTimeline
Winch Advisory Services, LLC20,162$876K0.2%+1,64613F-HRTimeline
Barnes Wealth Management Group, Inc19,967$868K0.44%+12713F-HRTimeline
Waverly Advisors, LLC19,877$864K0.01%+9,15013F-HRTimeline
Goldstone Financial Group, LLC19,622$853K0.09%-26213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,839$819K<0.01%+6,27213F-HRTimelineGroup
WealthPLAN Partners, LLC18,349$797K0.15%+3,16713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding18,271$793K-79Timeline
EJMK Ventures LLC17,910$778K0.43%+4413F-HRTimeline
Trinity Wealth Management, LLC17,827$775K0.28%+61613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,132$744K0.01%+35713F-HRTimelineGroup
Creative Planningin group Creative Planning17,116$744K<0.01%+1613F-HRTimelineGroup
Summit Financial, LLC16,234$705K0.01%-2,48313F-HRTimeline
Ashton Thomas Private Wealth, LLC15,176$659K0.02%-25113F-HRTimeline
Avestar Capital, LLC14,930$649K0.04%new13F-HRTimeline
BEACON FINANCIAL GROUP14,878$646K0.06%+23713F-HRTimeline
Pinnacle Financial Group, LLC / IL14,050$610K0.17%-38913F-HRTimeline
McNamara Financial Services, Inc.13,160$572K0.11%+41513F-HRTimeline
PSI Advisors, LLC12,808$557K0.13%new13F-HRTimeline
Capstone Financial Advisors, Inc.12,783$555K0.03%-19313F-HRTimeline
NewSquare Capital LLC12,750$554K0.05%+58413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,525$544K0.01%+10913F-HRTimelineGroup
Beacon Financial Advisory LLC12,363$537K0.12%-1,36813F-HRTimeline
Worth Asset Management, LLC12,189$530K0.2%+20913F-HRTimeline
Sun Financial Inc11,360$494K0.25%-3,58413F-HRTimeline
Integrated Wealth Concepts LLC11,099$482K<0.01%new13F-HRTimeline
Lionshead Wealth Management, LLC10,835$471K0.35%+1,08613F-HRTimeline
Arkadios Wealth Advisors10,642$462K0.01%+13913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…10,263$446K0.02%+1,18613F-HRTimelineGroup
Hopwood Nicholas Hunter10,104$439K0.14%+76613F-HRTimeline
Farther Finance Advisors, LLC9,910$431K<0.01%+67013F-HRTimeline
Larson Financial Group LLC9,869$429K0.01%-12013F-HRTimeline
OneDigital Investment Advisors LLC9,165$398K<0.01%-2,33613F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,973$346K0.26%-47313F-HRTimeline
CVA Family Office, LLC7,895$343K0.04%013F-HRTimeline
REAP Financial Group, LLC7,737$336K0.07%-1,30013F-HRTimeline
Simplicity Wealth,LLC7,392$321K0.02%-3313F-HRTimeline
Bluespring Wealth Management, LLC7,290$317K0.03%013F-HRTimeline
CoreCap Advisors, LLC7,094$308K0.01%-34813F-HRTimeline
Team Financial Group, LLC7,065$307K0.14%+7113F-HRTimeline
FORM Wealth Advisors, LLC6,815$296K0.03%+7413F-HRTimeline
United Advisor Group, LLC6,715$292K0.04%+4213F-HRTimeline
Town Capital LLC6,630$288K0.23%-1,40313F-HRTimeline
SWMG, LLC6,536$284K0.08%+1013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,269$272K0.02%+21113F-HRTimeline
Western Wealth Management, LLC6,215$270K0.01%+413F-HR/ATimeline
Meridian Financial Advisors, LLC5,886$256K0.14%+5413F-HRTimeline
HF Advisory Group, LLC5,576$242K0.08%+22813F-HRTimeline
Dynamic Advisor Solutions LLC5,391$234K0.01%+2713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,364$233K<0.01%new13F-HRTimelineGroup
OMNI 360 Wealth, Inc.5,364$233K0.12%-2613F-HRTimeline
CENTAURUS FINANCIAL, INC.5,362$233K0.01%+3813F-HRTimeline
IHT Wealth Management, LLC5,210$226K0.01%+113F-HRTimeline
Institute for Wealth Management, LLC.5,190$226K0.02%-42713F-HRTimeline
Verdence Capital Advisors LLC5,049$219K0.01%+5513F-HRTimeline
Quadcap Wealth Management, LLC4,897$213K0.02%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,845$211K0.03%+13813F-HRTimeline
Vise Technologies, Inc.4,707$207K<0.01%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,634$201K0.03%013F-HRTimeline
Lloyd Advisory Services, LLC.4,483$195K0.06%+4,43813F-HRTimeline
Kingdom Financial Group LLC.4,483$195K0.06%-2,54513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,853$167K<0.01%+27513F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.3,744$163K0.12%-11413F-HRTimeline
Frazier Financial Advisors, LLC3,627$158K0.09%013F-HRTimeline
Breakwater Investment Management3,262$142K0.05%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,939$128K<0.01%+68513F-HRTimelineGroup
Aptus Capital Advisors, LLC2,944$128K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2,853$124K<0.01%+49113F-HRTimeline
Covestor Ltd2,091$91K0.06%+40813F-HRTimeline
Pinnacle Bancorp, Inc.2,057$89.4K0.03%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,847$80.3K<0.01%new13F-HRTimelineGroup
Reyes Financial Architecture, Inc.1,254$54.5K0.04%-6,85413F-HRTimeline
Darwin Wealth Management, LLC1,131$49.2K0.02%+913F-HRTimeline
Steward Partners Investment Advisory, L…749$32.5K<0.01%+22113F-HRTimeline
SHP Wealth Management689$29.9K<0.01%-613F-HRTimeline
Key Financial Inc573$24.9K<0.01%+22213F-HRTimeline
Tidemark, LLC500$21.7K0.01%013F-HRTimeline
IFP Advisors, Inc491$21.3K<0.01%-4,95013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…478$20.8K<0.01%+31613F-HRTimelineGroup
Allworth Financial LP332$14.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC330$14.3K<0.01%+23413F-HRTimelineGroup
Caldwell Trust Co300$13K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV216$9.4K<0.01%+213F-HRTimeline
PRIVATE TRUST CO NA209$9.08K<0.01%-2213F-HRTimeline
FIRST HORIZON CORP200$8.69K<0.01%013F-HRTimeline
Advisory Services Network, LLC190$8.26K<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC172$7.47K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…170$7.39K<0.01%-3113F-HRTimeline
Elevated Capital Advisors, LLC169$7.34K<0.01%013F-HRTimeline
Costello Asset Management, INC138$5.97K<0.01%+213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.100$4.34K<0.01%+5613F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC15$652<0.01%13F-HRTimelineGroup
Spurstone Advisory Services, LLC10$4350.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3$130<0.01%013F-HR/ATimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1$43<0.01%-31813F-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.