AGGY Institutional Ownership
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
1W: -0.8%
1M: -3.1%
3M: -5.3%
YTD: -5.8%
1Y: -6.3%
3Y: +9.3%
5Y: -7.9%
$41.17
-0.10 (-0.24%)
Weekly Expected Move ±0.8%
$40
$41
$41
$42
$42
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AGGY
187
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
789M
Total Invested
23
New Positions
73
Increased
72
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (201 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 4,044,512 | $167M | +1,663,758 | +69.9% | 15Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,475,433 | $61M | -27,767 | -1.8% | 35Q | SEC ↗ |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | 1,334,752 | $55M | +76,277 | +6.1% | 24Q | SEC ↗ |
| 4 | CWM, LLC | 1,286,071 | $53M | +48,803 | +3.9% | 18Q | SEC ↗ |
| 5 | Savant Capital, LLC | 1,138,628 | $47M | +550,839 | +93.7% | 26Q | SEC ↗ |
| 6 | Prime Capital Investment Advisors, LLC | 779,212 | $32M | +103,296 | +15.3% | 2Q | SEC ↗ |
| 7 | Prestige Wealth Management Group LLC | 674,986 | $28M | -11,108 | -1.6% | 26Q | SEC ↗ |
| 8 | UBS Group AG | 629,921 | $26M | +44,986 | +7.7% | 40Q | SEC ↗ |
| 9 | HighTower Advisors, LLC | 571,723 | $24M | -55,301 | -8.8% | 10Q | SEC ↗ |
| 10 | WealthPlan Investment Management, LLC | 487,680 | $20M | -19,945 | -3.9% | 8Q | SEC ↗ |
| 11 | MORGAN STANLEY | 416,811 | $17M | +152,483 | +57.7% | 41Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 374,726 | $15M | +91,391 | +32.3% | 7Q | SEC ↗ |
| 13 | FIRST FOUNDATION ADVISORS | 329,835 | $14M | +9,236 | +2.9% | 23Q | SEC ↗ |
| 14 | Grey Ledge Advisors, LLC | 282,749 | $12M | +17,899 | +6.8% | 11Q | SEC ↗ |
| 15 | CITIZENS FINANCIAL GROUP INC/RI | 271,805 | $11M | +4,392 | +1.6% | 5Q | SEC ↗ |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | 268,095 | $11M | +10,054 | +3.9% | 11Q | SEC ↗ |
| 17 | Smartleaf Asset Management LLC | 251,297 | $10M | — | +0.0% | 11Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC | 246,679 | $10M | -18,112 | -6.8% | 9Q | SEC ↗ |
| 19 | FIDUCIARY FINANCIAL ADVISORS NEW | 224,614 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 207,623 | $9M | -1,774 | -0.8% | 23Q | SEC ↗ |
| 21 | Atria Investments, Inc | 200,155 | $8M | -63,331 | -24.0% | 14Q | SEC ↗ |
| 22 | Broussard Financial Group LLC | 179,767 | $7M | -3,866 | -2.1% | 3Q | SEC ↗ |
| 23 | Vestmark Advisory Solutions, Inc. | 158,989 | $7M | — | +0.0% | 6Q | SEC ↗ |
| 24 | RFG Advisory, LLC | 154,207 | $6M | +2,495 | +1.6% | 35Q | SEC ↗ |
| 25 | Private Advisor Group, LLC | 142,257 | $6M | -289,602 | -67.1% | 26Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 141,479 | $6M | +5,926 | +4.4% | 13Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 136,717 | $6M | +54,098 | +65.5% | 26Q | SEC ↗ |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 123,312 | $5M | +3,589 | +3.0% | 32Q | SEC ↗ |
| 29 | WELLS FARGO & COMPANY/MN | 118,986 | $5M | +2,947 | +2.5% | 32Q | SEC ↗ |
| 30 | LANARK FINANCIAL, INC. | 113,538 | $5M | +6,751 | +6.3% | 12Q | SEC ↗ |
| 31 | Oxinas Partners, LLC | 112,861 | $5M | +1,669 | +1.5% | 13Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 107,327 | $4M | -437 | -0.4% | 13Q | SEC ↗ |
| 33 | OPTIMA CAPITAL LLC | 103,998 | $4M | +2,708 | +2.7% | 3Q | SEC ↗ |
| 34 | CAPTRUST FINANCIAL ADVISORS | 82,217 | $3M | +1,650 | +2.0% | 13Q | SEC ↗ |
| 35 | MML INVESTORS SERVICES, LLC | 80,302 | $3M | +26,092 | +48.1% | 28Q | SEC ↗ |
| 36 | Freedom Investment Management, Inc. | 74,496 | $3M | +655 | +0.9% | 11Q | SEC ↗ |
| 37 | GOLDMAN SACHS GROUP INC NEW | 73,837 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Sharper & Granite LLC | 71,391 | $3M | +3,819 | +5.7% | 15Q | SEC ↗ |
| 39 | WealthPoint Financial, LLC | 67,808 | $3M | +164 | +0.2% | 3Q | SEC ↗ |
| 40 | Kestra Advisory Services, LLC | 66,743 | $3M | -32,255 | -32.6% | 24Q | SEC ↗ |
| 41 | Mariner, LLC | 65,630 | $3M | -63,398 | -49.1% | 3Q | SEC ↗ |
| 42 | AMERICAN FINANCIAL & TAX STRATEGIES IN | 63,927 | $3M | +68 | +0.1% | 11Q | SEC ↗ |
| 43 | Main Street Financial Solutions, LLC | 62,597 | $3M | -9,610 | -13.3% | 2Q | SEC ↗ |
| 44 | UBS AM, a distinct business unit of UB | 59,220 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 45 | HARBOUR INVESTMENTS, INC. | 57,002 | $2M | +1,138 | +2.0% | 17Q | SEC ↗ |
| 46 | Sanctuary Advisors, LLC | 55,158 | $2M | +21,359 | +63.2% | 9Q | SEC ↗ |
| 47 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 51,718 | $2M | +279 | +0.5% | 12Q | SEC ↗ |
| 48 | AE Wealth Management LLC | 50,703 | $2M | +3,769 | +8.0% | 29Q | SEC ↗ |
| 49 | Heck Capital Advisors, LLC NEW | 48,109 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Golden State Wealth Management, LLC | 43,792 | $2M | +2,211 | +5.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | 224,614 | $9M |
| GOLDMAN SACHS GROUP INC | 73,837 | $3M |
| Heck Capital Advisors, LLC | 48,109 | $2M |
| W.H. Cornerstone Investments Inc. | 31,017 | $1M |
| Corient Private Wealth LP | 29,137 | $1M |
| Diversify Advisory Services, LLC | 18,326 | $754K |
| Global Retirement Partners, LLC | 13,836 | $570K |
| TWIN CAPITAL MANAGEMENT INC | 11,536 | $475K |
| Advisory Solutions Group, LLC | 8,001 | $329K |
| Gambit Capital Management, LLC | 6,295 | $259K |
| Retireful, LLC | 6,191 | $255K |
| Acorn Wealth Advisors, LLC | 6,095 | $251K |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,216 | $215K |
| Redwood Investment Management, LLC | 4,715 | $194K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2,623 | $108K |
| IMA Advisory Services, Inc. | 1,400 | $58K |
| Geneos Wealth Management Inc. | 900 | $37K |
| BANK OF MONTREAL /CAN | 844 | $35K |
| Ameritas Advisory Services, LLC | 197 | $8K |
| MCDONALD PARTNERS LLC | 173 | $7K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ascentis Independent Advisors | 67,064 | $3M |
| NorthCrest Asset Manangement, LLC | 53,354 | $2M |
| Independent Wealth Network Inc. | 34,840 | $1M |
| Independent Advisor Alliance | 34,393 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 29,804 | $1M |
| Westwood Wealth Management | 9,749 | $401K |
| Opal Wealth Advisors, LLC | 8,900 | $366K |
| SFE Investment Counsel | 8,748 | $360K |
| SNS Financial Group, LLC | 7,290 | $300K |
| IHT Wealth Management, LLC | 5,210 | $214K |
| VICTORY FINANCIAL GROUP, LLC | 4,845 | $199K |
| Baer Investment Advisory LLC | 4,845 | $199K |
| Cambridge Investment Research Advis | 4,812 | $198K |
| Vise Technologies, Inc. | 4,707 | $194K |
| Vantage Point Financial LLC | 4,593 | $189K |
| Kingdom Financial Group LLC. | 4,483 | $185K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 3,719 | $153K |
| TUCKER ASSET MANAGEMENT LLC | 466 | $19K |
| PNC Financial Services Group, Inc. | 431 | $18K |
| Capital Analysts, LLC | 284 | $12K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +1,663,758 | +69.9% | 4,044,512 |
| Savant Capital, LLC | +550,839 | +93.7% | 1,138,628 |
| MORGAN STANLEY | +152,483 | +57.7% | 416,811 |
| Prime Capital Investment Advisors, | +103,296 | +15.3% | 779,212 |
| RAYMOND JAMES FINANCIAL INC | +91,391 | +32.3% | 374,726 |
| MERCER GLOBAL ADVISORS INC /ADV | +76,277 | +6.1% | 1,334,752 |
| OSAIC HOLDINGS, INC. | +54,098 | +65.5% | 136,717 |
| CWM, LLC | +48,803 | +3.9% | 1,286,071 |
| UBS Group AG | +44,986 | +7.7% | 629,921 |
| MML INVESTORS SERVICES, LLC | +26,092 | +48.1% | 80,302 |
| Sanctuary Advisors, LLC | +21,359 | +63.2% | 55,158 |
| Grey Ledge Advisors, LLC | +17,899 | +6.8% | 282,749 |
| WealthPLAN Partners, LLC | +12,648 | +68.9% | 30,997 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +10,054 | +3.9% | 268,095 |
| Waverly Advisors, LLC | +9,589 | +48.2% | 29,466 |
| Bank of New York Mellon Corp | +9,356 | +49.7% | 28,195 |
| FIRST FOUNDATION ADVISORS | +9,236 | +2.9% | 329,835 |
| LANARK FINANCIAL, INC. | +6,751 | +6.3% | 113,538 |
| STIFEL FINANCIAL CORP | +5,926 | +4.4% | 141,479 |
| JAMES INVESTMENT RESEARCH, INC. | +5,028 | +21.7% | 28,203 |