Who Owns WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY)?Hedge Fund & Institutional Holders

$43.55-0.12 (-0.26%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.300065000570006e+210T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$42.36$43.06$43.77$44.47$45.17Sep 24Jun 25Mar 26

AGGY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CWM, LLCNew Position+1.2M+$54.5M
Savant Capital, LLCNew Position+597K+$26.0M
Grey Ledge Advisors, LLCNew Position+258K+$11.4M
CITIZENS FINANCIAL GROUP INC/RINew Position+245K+$10.8M
WealthPlan Investment Management, LLCNew Position+240K+$10.6M
Smartleaf Asset Management LLCNew Position+242K+$10.0M
Broussard Financial Group LLCNew Position+171K+$7.5M
Merit Financial Group, LLCNew Position+132K+$5.8M
Sanctuary Advisors, LLCNew Position+122K+$5.3M
Mariner, LLCNew Position+130K+$5.0M
Oxinas Partners, LLCNew Position+106K+$4.7M
OPTIMA CAPITAL LLCNew Position+98K+$4.3M
Trilogy Capital Inc.New Position+80K+$3.5M
AMERICAN FINANCIAL & TAX STRATEGIES INCNew Position+64K+$2.8M
WealthPoint Financial, LLCNew Position+61K+$2.7M

AGGY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HighTower Advisors, LLCDecreased-106K-$36.1B
FIRST FOUNDATION ADVISORSDecreased-23K-$14.7B
Atria Investments, IncDecreased-13K-$12.2B
Waverly Advisors, LLCDecreased-154K-$7.3B
Defined Financial Planning LLCClosed Position-152K-$6.7B
JPMORGAN CHASE & CODecreased-7K-$5.0B
JANE STREET GROUP, LLCClosed Position-80K-$3.5B
Freedom Investment Management, Inc.Decreased-10K-$3.3B
Corient Private Wealth LLCDecreased-944-$1.4B
SEGALL BRYANT & HAMILL, LLCDecreased-2K-$1.4B
CITADEL ADVISORS LLCDecreased-25K-$1.3B
David Kennon IncDecreased-273-$1.1B
INTEGRITY ALLIANCE, LLC.Decreased-1K-$1.1B
Summit Financial, LLCDecreased-3K-$970.0M
Diversify Advisory Services, LLCDecreased-2K-$915.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/1,887,848$83.0M0.01%Share
2LPL Financial LLC1,477,258$65.0M0.02%Share
3MERCER GLOBAL ADVISORS INC /ADV1,312,116$57.0M0.09%Share
4CWM, LLC1,237,268$54.5M0.15%Share
5HighTower Advisors, LLC709,752$31.0M0.03%Share
6Prestige Wealth Management Group LLC634,661$28.0M5.33%Share
7Savant Capital, LLC597,285$26.0M0.15%Share
8UBS Group AG540,440$23.8M0.00%Share
9BANK OF AMERICA CORP /DE/440,958$19.0M0.00%Share
10Private Advisor Group, LLC413,202$18.0M0.08%Share
11FIRST FOUNDATION ADVISORS297,139$13.1M0.49%Share
12AMERIPRISE FINANCIAL INC284,132$12.0M0.00%Share
13Grey Ledge Advisors, LLC258,394$11.4M2.57%Share
14Atria Investments, Inc261,767$11.0M0.13%Share
15CITIZENS FINANCIAL GROUP INC/RI244,643$10.8M0.14%Share
16WealthPlan Investment Management, LLC240,280$10.6M0.67%Share
17KESTRA PRIVATE WEALTH SERVICES, LLC234,556$10.3M0.13%Share
18RAYMOND JAMES FINANCIAL INC227,036$10.0M0.00%Share
19Smartleaf Asset Management LLC241,815$10.0M0.38%Share
20MORGAN STANLEY240,177$10.0M0.00%Share
21Insight Advisors, LLC/ PA204,837$9.0M1.37%Share
22Broussard Financial Group LLC171,121$7.5M6.11%Share
23Vestmark Advisory Solutions, Inc.148,464$6.5M0.09%Share
24RFG Advisory, LLC146,594$6.5M0.12%Share
25Cetera Investment Advisers151,530$6.0M0.01%Share
26STIFEL FINANCIAL CORP136,654$6.0M0.01%Share
27Merit Financial Group, LLC132,237$5.8M0.05%Share
28Mariner, LLC130,350$5.0M0.01%Share
29Oxinas Partners, LLC106,016$4.7M2.25%Share
30OPTIMA CAPITAL LLC97,744$4.3M1.86%Share
31NBC SECURITIES, INC.95,322$4.2M0.31%Share
32WELLS FARGO & COMPANY/MN95,218$4.0M0.00%Share
33Trilogy Capital Inc.79,996$3.5M0.16%Share
34JPMORGAN CHASE & CO73,789$3.0M0.00%Share
35MML INVESTORS SERVICES, LLC73,898$3.0M0.01%Share
36CAPTRUST FINANCIAL ADVISORS79,131$3.0M0.01%Share
37OSAIC HOLDINGS, INC.78,545$3.0M0.00%Share
38Freedom Investment Management, Inc.64,291$2.8M0.82%Share
39AMERICAN FINANCIAL & TAX STRATEGIES INC64,184$2.8M1.41%Share
40WealthPoint Financial, LLC61,227$2.7M2.35%Share
41NorthCrest Asset Manangement, LLC53,354$2.4M0.05%Share
42CLIFTONLARSONALLEN WEALTH ADVISORS, LLC50,360$2.2M0.03%Share
43Sharper & Granite LLC47,377$2.1M0.73%Share
44ENVESTNET ASSET MANAGEMENT INC62,576$2.0M0.00%Share
45Kestra Advisory Services, LLC64,498$2.0M0.01%Share
46HARBOUR INVESTMENTS, INC.45,385$2.0M0.04%Share
47Golden State Equity Partners39,852$1.8M0.28%Share
48Concurrent Investment Advisors, LLC38,487$1.7M0.02%Share
49Betterment LLC38,249$1.7M0.00%Share
50Independent Wealth Network Inc.34,840$1.5M0.47%Share

AGGY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025163$672.6M+69
Q3 202594$487.9B-58
Q2 2025152$564.0B-16
Q1 2025168$714.6B+39
Q4 2024129$82.3T+27
Q3 2024102$461.8T+1
Q2 2024101$407.2T+0
Q1 2024101$420.6T—

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As of Q4 2025, 50 institutional investors hold AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund). The largest holder is BANK OF AMERICA CORP /DE/ with $83.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own AGGY?

As of Q4 2025, 50 institutional investors report holding AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) in their 13F filings.

Who is the largest institutional holder of AGGY?

The largest institutional holder of AGGY is BANK OF AMERICA CORP /DE/ with $83.0M in shares.

Is institutional ownership of AGGY increasing or decreasing?

This quarter, 15 institutions opened new positions in AGGY and 2 closed their positions.