AGGY WISDOMTREE TR
FollowYIELD ENHANCD US (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in AGGY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| David Kennon Inc | 24,427 | $1.01M | 0.33% | 0 | 13F-HRTimeline |
| Bison Wealth, LLC | 23,650 | $979K | 0.08% | -1,856 | 13F-HRTimeline |
| Trinity Wealth Management, LLC | 16,456 | $678K | 0.21% | -96 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 12,191 | $502K | <0.01% | -1,735 | 13F-HRTimeline |
| Worth Asset Management, LLC | 7,333 | $302K | 0.09% | -4,898 | 13F-HRTimeline |
| FORM Wealth Advisors, LLC | 6,977 | $287K | 0.03% | +87 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 6,365 | $262K | 0.01% | +27 | 13F-HRTimeline |
| OMNI 360 Wealth, Inc. | 6,265 | $258K | 0.12% | +92 | 13F-HRTimeline |
| HF Advisory Group, LLC | 6,091 | $251K | 0.07% | +247 | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 5,863 | $242K | <0.01% | new | 13F-HRTimeline |
| Dynamic Advisor Solutions LLC | 5,475 | $225K | 0.01% | -1,212 | 13F-HRTimeline |
| Planning Strategies Inc. | 88 | $3.62K | <0.01% | 0 | 13F-HRTimeline |