WISDOMTREE YIELD ENHANCED US (AGGY) Institutional Ownership Changes & 13F Activity
WISDOMTREE YIELD ENHANCED US (AGGY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Ameriprise Financial Inc, Action Point Financial Planning, Llc, Morgan Stanley, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +3,589 | +3.0% | 123,312 | $5.36M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -9 | -0.1% | 11,090 | $482.21K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -54,654 | -78.2% | 15,219 | $661.72K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +29,137 | — | 29,137 | $1.27M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +76,277 | +6.1% | 1,334,752 | $58.04M | Q2 2026 | Aug 19, 2026 |
| Redwood Investment Management, Llc | Buy | +4,715 | — | 4,715 | $205.00K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +452 | +8.4% | 5,814 | $253.00K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +1,663,758 | +69.9% | 4,044,512 | $175.86M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +246,679 | — | 246,679 | $10.73M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +214,271 | — | 214,271 | $9.32M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +91,391 | +32.3% | 374,726 | $16.29M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +73,837 | — | 73,837 | $3.21M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +54,098 | +65.5% | 136,717 | $5.94M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -50,967 | -74.7% | 17,225 | $748.94K | Q2 2026 | Aug 14, 2026 |
| Prestige Wealth Management Group Llc | Sell | -11,108 | -1.6% | 674,986 | $29.35M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +9,589 | +48.2% | 29,466 | $1.28M | Q2 2026 | Aug 14, 2026 |
| First Foundation Advisors | Buy | +9,236 | +2.9% | 329,835 | $14.34M | Q2 2026 | Aug 14, 2026 |
| Jt Stratford Llc | Buy | +4,724 | +12.4% | 42,730 | $1.86M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +2,947 | +2.5% | 118,986 | $5.17M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +2,704 | +12.1% | 25,018 | $1.09M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +1,858 | +5.5% | 35,708 | $1.55M | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, Llc | Buy | +1,651 | +16.1% | 11,914 | $518.01K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -653 | -10.5% | 5,562 | $241.83K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +365 | +12.4% | 3,304 | $144.00K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -291 | -2.9% | 9,578 | $416.47K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +197 | — | 197 | $8.58K | Q2 2026 | Aug 14, 2026 |
| Capstone Financial Advisors, Inc. | Buy | +142 | +1.1% | 12,925 | $561.97K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +152,483 | +57.7% | 416,811 | $18.12M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -63,398 | -49.1% | 65,630 | $2.85M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +44,986 | +7.7% | 629,921 | $27.39M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about AGGY activity
Which institutional owners are buying AGGY?
Institutional owners buying AGGY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AGGY activity?
"Buy" means an investor increased their reported position in AGGY compared to the prior reporting period. This reflects growing exposure to WISDOMTREE YIELD ENHANCED US (AGGY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AGGY increasing?
Institutional interest in AGGY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.