WisdomTree Yield Enhanced U.S. (AGGY) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling AGGY?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for WisdomTree Yield Enhanced U.S. , showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on AGGY?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WisdomTree Yield Enhanced U.S. .

Is institutional money flowing into AGGY?

44 institutional investors hold WisdomTree Yield Enhanced U.S. (AGGY). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about AGGY?

Track institutional sentiment and conviction scores for WisdomTree Yield Enhanced U.S. (AGGY) including Smart Money Verdict and position changes on HoldingsIntel.

WisdomTree Yield Enhanced U.S.

AGGY·97717X511·US·etf·Unknown - Unknown

YIELD ENHANCD US

AGGY (WisdomTree Yield Enhanced U.S. ) is held by 44 institutional investors as of Q4 2025. Largest holders: BANK OF AMERICA CORP /DE/ ($102.6M), LPL Financial LLC ($65.1M), MERCER GLOBAL ADVISORS INC /ADV ($57.8M). Net institutional sentiment: Mixed.

Holders

Avg rating(8 Elite)

$419.1M

Total Value

65% (47)

Fund Consensus

28 buying - 15 selling

Smart Money VerdictView all

60Mixed MomentumSingle Source

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See how AGGY's score breaks down across 4 SEC sources

Held by 44 funds

8 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	2.3M(+4.8%)	$102.6M	0.0%	+7.92%	31
LPL Financial LLC	Increased	1.5M(+17.6%)	$65.1M	0.0%	+4.68%	34
MERCER GLOBAL ADVISORS INC /ADV	Increased	1.3M(+13.1%)	$57.8M	0.1%	+6.71%	33
HighTower Advisors, LLC	Decreased	709,752(-13.0%)	$31.3M	0.0%	+9.96%	0
Savant Capital, LLC	Decreased	597,285(-2.5%)	$26.3M	0.1%	+15.23%	0
UBS Group AG	Increased	540,509(+6.4%)	$23.8M	0.0%	+10.76%	30
Private Advisor Group, LLC	Increased	413,202(+4.4%)	$18.2M	0.1%	+7.56%	30
AMERIPRISE FINANCIAL INC	Increased	284,132(+2.2%)	$12.5M	0.0%	+5.87%	29
RAYMOND JAMES FINANCIAL INC	Increased	256,924(+8.2%)	$11.3M	0.0%	+7.30%	30
MORGAN STANLEY	Increased	240,177(+1.8%)	$10.6M	0.0%	+9.35%	28
Cetera Investment Advisers	Increased	151,530(+49.8%)	$6.7M	0.0%	+5.19%	38
STIFEL FINANCIAL CORP	Increased	136,654(+5.4%)	$6M	0.0%	+9.49%	29
Merit Financial Group, LLC	New	132,237	$5.8M	0.0%	+0.75%	38
Mariner, LLC	New	130,350	$5.7M	0.0%	+0.75%	37
WELLS FARGO & COMPANY/MN	Increased	125,424(+17.4%)	$5.5M	0.0%	+7.32%	32
JPMORGAN CHASE & CO	Decreased	106,383(-6.1%)	$4.7M	0.0%	+8.19%	0
OSAIC HOLDINGS, INC.	Increased	79,418(+4.8%)	$3.5M	0.0%	+5.01%	28
CAPTRUST FINANCIAL ADVISORS	Increased	79,131(+1.7%)	$3.5M	0.0%	+13.75%	27
MML INVESTORS SERVICES, LLC	Increased	73,898(+8.4%)	$3.3M	0.0%	+6.51%	29
Kestra Advisory Services, LLC	Increased	64,498(+7.8%)	$2.8M	0.0%	+6.70%	28
ENVESTNET ASSET MANAGEMENT INC	Decreased	62,576(-12.3%)	$2.8M	0.0%	+10.06%	0
AE Wealth Management LLC	Increased	41,729(+10.1%)	$1.8M	0.0%	+2.26%	28
Corient Private Wealth LLC	Decreased	31,612(-2.9%)	$1.4M	0.0%	+10.65%	0
Sanctuary Advisors, LLC	Increased	27,427(+22.8%)	$1.2M	0.0%	+7.06%	31
JONES FINANCIAL COMPANIES LLLP	Decreased	20,143(-2.5%)	$887,279	0.0%	+6.88%	0
Creative Planning	Increased	17,100(+0.7%)	$753,243	0.0%	+2.13%	25
Bank of New York Mellon Corp	Increased	12,567(+66.7%)	$553,585	0.0%	+3.40%	36
OneDigital Investment Advisors LLC	Decreased	11,501(-3.8%)	$506,618	0.0%	+9.76%	0
Waverly Advisors, LLC	Decreased	10,727(-93.5%)	$472,523	0.0%	+8.82%	0
Farther Finance Advisors, LLC	Increased	9,240(+9.1%)	$407,021	0.0%	+5.78%	26
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	6,354(-96.3%)	$279,914	0.0%	+6.99%	0
CITADEL ADVISORS LLC	Decreased	5,291(-82.5%)	$233,068	0.0%	+5.34%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	3,719(-1.1%)	$164,505	0.0%	+1.86%	0
CITIGROUP INC	Increased	3,578(+7.3%)	$157,611	0.0%	+7.79%	24
Aptus Capital Advisors, LLC	New	2,944	$129,683	0.0%	+0.75%	31
ROYAL BANK OF CANADA	Increased	2,254(+23.0%)	$99,000	0.0%	+6.20%	18
COMERICA BANK	Unchanged	1,847	$81,360	0.0%	+9.02%	0
Rockefeller Capital Management L.P.	Unchanged	1,061	$46,752	0.0%	+1.86%	0
Steward Partners Investment Advisory, LLC	Unchanged	528	$23,258	0.0%	+8.38%	0
PNC FINANCIAL SERVICES GROUP, INC.	New	431	$18,986	0.0%	+0.75%	28
Allworth Financial LP	Unchanged	332	$14,625	0.0%	+11.29%	0
GLENMEDE TRUST CO NA	New	319	$14,051	0.0%	+0.75%	25
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	162(+1.3%)	$7,137	0.0%	+1.85%	11
FMR LLC	Decreased	96(-9.4%)	$4,237	0.0%	+3.04%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$3.5M	0.0%	+5.36%	0
US BANCORP \DE\	Exited	0(-100.0%)	$49,317	0.0%	+1.10%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$684,768	0.0%	+4.43%	0

WisdomTree Yield Enhanced U.S.

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