AGGY

WISDOMTREE YIELD ENHANCED US
USCUSIP 97717X511
Institutional Owners
50
+5 QoQ
13F Value Held
$257.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)35 adding · 12 trimming
Insider net (180d)+$0
Price history not yet available for AGGY.

Top institutional holders

50 13F filers
#FundPosition valueSharesLast moveAs of
1CWM, LLC
$55.9M
1.29MAddedQ1 2026
2Prime Capital Investment Advisors, LLC
$29.4M
675.9KNewQ1 2026
3Savant Capital, LLC
$25.5M
587.8KReducedQ1 2026
4WealthPlan Investment Management, LLC
$22.1M
507.6KAddedQ1 2026
5Private Advisor Group, LLC
$18.8M
431.9KAddedQ1 2026
6FIRST FOUNDATION ADVISORS
$13.3M
307.2KAddedQ1 2026
7CITIZENS FINANCIAL GROUP INC/RI
$11.6M
267.4KAddedQ1 2026
8Atria Investments, Inc
$11.4M
263.5KAddedQ1 2026
9KESTRA PRIVATE WEALTH SERVICES, LLC
$11.2M
258.0KAddedQ1 2026
10Smartleaf Asset Management LLC
$10.9M
251.3KAddedQ1 2026
11Vestmark Advisory Solutions, Inc.
$6.9M
159.0KAddedQ1 2026
12RFG Advisory, LLC
$6.6M
151.7KAddedQ1 2026
13Merit Financial Group, LLC
$4.7M
108.0KReducedQ1 2026
14Kestra Advisory Services, LLC
$4.3M
99.0KAddedQ1 2026
15CITADEL ADVISORS LLC
$3.0M
69.9KAddedQ1 2026
16MML INVESTORS SERVICES, LLC
$2.4M
54.2KReducedQ1 2026
17CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
$2.2M
51.4KAddedQ1 2026
18Concurrent Investment Advisors, LLC
$2.0M
46.1KAddedQ1 2026
19Gateway Wealth Partners, LLC
$1.9M
43.6KAddedQ1 2026
20Trilogy Capital Inc.
$1.8M
42.1KReducedQ1 2026
21Sanctuary Advisors, LLC
$1.5M
33.8KAddedQ1 2026
22SEGALL BRYANT & HAMILL, LLC
$1.2M
28.7KNewQ1 2026
23INTEGRITY ALLIANCE, LLC.
$1.1M
25.4KAddedQ1 2026
24Waverly Advisors, LLC
$864K
19.9KAddedQ1 2026
25DIVERSIFY WEALTH MANAGEMENT, LLC
$793K
18.3KNewQ1 2026

Fund activity — latest quarter

Opened (NEW)
10
funds
Added
25
funds
Reduced
10
funds
Exited
2
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

47 funds+46 since Q2 2025
02447Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $258M

Funds that own AGGY also own

CompanyCo-held byCombined value
Nvidia CorpNVDA50 funds$13.3B
Microsoft CorpMSFT50 funds$10.0B
Jpmorgan Chase & CoJPM50 funds$4.7B
LPHABET INCGOOG50 funds$4.4B
Vanguard FTSE Developed Markets ETFVEA50 funds$3.7B
Johnson & JohnsonJNJ50 funds$2.9B
Walmart IncWMT50 funds$2.4B
Merck & Company Inc NewMRK50 funds$1.6B
Procter & Gamble CoPG50 funds$1.6B
Verizon Communications IncVZ50 funds$1.1B
iShares S&P 500 ETFIVV49 funds$14.0B
Apple IncAAPL49 funds$12.4B

Ranked by how many of AGGY's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AGGY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.