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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+3,589+3.0%123,312$5.36MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-9-0.1%11,090$482.21KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-54,654-78.2%15,219$661.72KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+29,137—29,137$1.27MQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+76,277+6.1%1,334,752$58.04MQ2 2026Aug 19, 2026
Redwood Investment Management, LlcBuy+4,715—4,715$205.00KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+452+8.4%5,814$253.00KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+1,663,758+69.9%4,044,512$175.86MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+246,679—246,679$10.73MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+214,271—214,271$9.32MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+91,391+32.3%374,726$16.29MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+73,837—73,837$3.21MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+54,098+65.5%136,717$5.94MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-50,967-74.7%17,225$748.94KQ2 2026Aug 14, 2026
Prestige Wealth Management Group LlcSell-11,108-1.6%674,986$29.35MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+9,589+48.2%29,466$1.28MQ2 2026Aug 14, 2026
First Foundation AdvisorsBuy+9,236+2.9%329,835$14.34MQ2 2026Aug 14, 2026
Jt Stratford LlcBuy+4,724+12.4%42,730$1.86MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+2,947+2.5%118,986$5.17MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,704+12.1%25,018$1.09MQ2 2026Aug 14, 2026
Betterment LlcBuy+1,858+5.5%35,708$1.55MQ2 2026Aug 14, 2026
Gallagher Fiduciary Advisors, LlcBuy+1,651+16.1%11,914$518.01KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-653-10.5%5,562$241.83KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+365+12.4%3,304$144.00KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-291-2.9%9,578$416.47KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+197—197$8.58KQ2 2026Aug 14, 2026
Capstone Financial Advisors, Inc.Buy+142+1.1%12,925$561.97KQ2 2026Aug 14, 2026
Morgan StanleyBuy+152,483+57.7%416,811$18.12MQ2 2026Aug 13, 2026
Mariner, LlcSell-63,398-49.1%65,630$2.85MQ2 2026Aug 13, 2026
Ubs Group AgBuy+44,986+7.7%629,921$27.39MQ2 2026Aug 13, 2026
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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.

AGGY Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet