IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wisdomtree Yield Enhanced US (AGGY)

CUSIP: 97717X511 | NYSE | 527 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

WealthPlan Investment Management, LLC537,009
1.1% of portfolio›$22.1M
Kestra Private Wealth Services, LLC311,268
0.1% of portfolio›$12.8M
Grey Ledge Advisors, LLC292,295
2.4% of portfolio›$11.8M
Atria Investments, Inc208,892
0.1% of portfolio›$8.6M
Broussard Financial Group LLC201,451
6.1% of portfolio›$8.3M
Beacon Financial Group178,621
0.7% of portfolio›$7.4M
RFG Advisory, LLC173,711
0.1% of portfolio›$7.2M
Optima Capital LLC128,149
2.1% of portfolio›$5.3M
Lanark Financial, Inc.105,026
0.3% of portfolio›$4.3M
W.H. Cornerstone Investments Inc.85,361
1.9% of portfolio›$3.5M
Trilogy Capital Inc.85,056
0.1% of portfolio›$3.5M
Kestra Advisory Services, LLC83,294
0.0% of portfolio›$3.4M
Ascentis Independent Advisors68,920
0.2% of portfolio›$2.8M
WealthPoint Financial, LLC68,745
2.0% of portfolio›$2.8M
Sharper & Granite LLC67,572
1.0% of portfolio›$2.9M
American Financial & TAX Strategies Inc63,627
1.2% of portfolio›$2.6M
Cliftonlarsonallen Wealth Advisors, LLC51,741
0.0% of portfolio›$2.1M
Golden State Wealth Management, LLC44,146
0.2% of portfolio›$1.8M
WealthPLAN Partners, LLC42,576
0.3% of portfolio›$1.8M
Bank of New York Mellon Corp41,421
0.0% of portfolio›$1.7M
Integrity Alliance, Llc.32,554
0.0% of portfolio›$1.3M
James Investment Research, Inc.29,704
0.1% of portfolio›$1.2M
Concurrent Investment Advisors, LLC25,673
0.0% of portfolio›$1.1M
David Kennon Inc24,427
0.3% of portfolio›$1.0M
Bison Wealth, LLC23,650
0.1% of portfolio›$978.6K
Park Avenue Securities LLC21,726
0.0% of portfolio›$895
Citizens Financial Group Inc19,493
0.0% of portfolio›$802.7K
Advisory Solutions Group, LLC19,281
0.2% of portfolio›$794.0K
Howard Bailey Securities, LLC18,962
0.3% of portfolio›$780.9K
Insight Advisors, LLC/ PA17,036
0.1% of portfolio›$701.5K
Trinity Wealth Management, LLC16,456
0.2% of portfolio›$677.7K
Symphony Financial, Ltd. Co.15,985
0.1% of portfolio›$659.4K
Diversify Wealth Management, LLC15,521
0.0% of portfolio›$647.7K
Diversify Advisory Services, LLC15,521
0.0% of portfolio›$647.7K
Pinnacle Financial Group, LLC / IL14,567
0.1% of portfolio›$599.9K
Wealthcare Advisory Partners LLC12,941
0.0% of portfolio›$532.9K
Farther Finance Advisors, LLC12,191
0.0% of portfolio›$502.0K
Ejmk Ventures LLC11,872
0.2% of portfolio›$488.9K
Creative Planning11,411
0.0% of portfolio›$469.9K
Lionshead Wealth Management, LLC10,615
0.3% of portfolio›$437.1K
Beacon Financial Advisory LLC9,861
0.1% of portfolio›$406.1K
Larson Financial Group LLC9,347
0.0% of portfolio›$384.9K
Ashton Thomas Private Wealth, LLC7,637
0.0% of portfolio›$314.5K
WBH Advisory Inc7,443
0.0% of portfolio›$306.5K
Worth Asset Management, LLC7,333
0.1% of portfolio›$302.0K
Creative Financial Designs Inc7,089
0.0% of portfolio›$291.9K
Form Wealth Advisors, LLC6,977
0.0% of portfolio›$287.3K
Simplicity Wealth,LLC6,841
0.0% of portfolio›$281.7K
United Advisor Group, LLC6,806
0.0% of portfolio›$280.3K
CoreCap Advisors, LLC6,365
0.0% of portfolio›$262.1K
Omni 360 Wealth, Inc.6,265
0.1% of portfolio›$258.0K
Acorn Wealth Advisors, LLC6,095
0.1% of portfolio›$265.0K
HF Advisory Group, LLC6,091
0.1% of portfolio›$250.8K
Town Capital LLC6,007
0.2% of portfolio›$247.4K
Wealth Enhancement Advisory Services, LLC5,863
0.0% of portfolio›$242.3K
Commonwealth Equity Services, LLC5,837
0.0% of portfolio›$240.4K
Dynamic Advisor Solutions LLC5,475
0.0% of portfolio›$225.5K
Reap Financial Group, LLC5,455
0.0% of portfolio›$224.6K
Verdence Capital Advisors LLC5,022
0.0% of portfolio›$206.8K
Team Financial Group, LLC4,907
0.1% of portfolio›$202.1K
Fifth Third Bancorp4,600
0.0% of portfolio›$189.4K
Evolution Wealth Management Inc.3,536
0.1% of portfolio›$145.6K
Tounjian Advisory Partners, LLC2,461
0.0% of portfolio›$101.4K
Breakwater Investment Management2,308
0.0% of portfolio›$95.0K
SBI Securities Co., Ltd.2,232
0.0% of portfolio›$91.9K
Pinnacle Bancorp, Inc.2,057
0.0% of portfolio›$84.7K
Covestor Ltd1,917
0.0% of portfolio›$79
Reyes Financial Architecture, Inc.1,025
0.0% of portfolio›$42.2K
Key FInancial Inc573
0.0% of portfolio›$23.6K
IFP Advisors, Inc491
0.0% of portfolio›$20.2K
Caldwell Trust Co300
0.0% of portfolio›$12.4K
Townsend Asset Management Corp222
0.0% of portfolio›$9.1K
Private Trust Co NA182
0.0% of portfolio›$7.5K
Mcdonald Partners LLC173
0.0% of portfolio›$7.1K
Capital Investment Advisory Services, LLC163
0.0% of portfolio›$6.7K
Costello Asset Management, Inc141
0.0% of portfolio›$5.8K
NBT Bank, N.A.127
0.0% of portfolio›$5.2K
Trust Co of Vermont109
0.0% of portfolio›$4.5K
Planning Strategies Inc.88
0.0% of portfolio›$3.6K
Lloyd Advisory Services, Llc.47
0.0% of portfolio›$1.9K
Spurstone Advisory Services, LLC10
0.0% of portfolio›$413
EverSource Wealth Advisors, LLC3
0.0% of portfolio›$124
Balance Wealth Partners LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
WealthPlan Investment Management, LLC
537,009$22.1M1.1%GrowthMediumOmaha, NE2026-10-15
Kestra Private Wealth Services, LLC
311,268$12.8M0.1%GrowthLowAustin, TX2026-10-30
Grey Ledge Advisors, LLC
292,295$11.8M2.4%CoreLowGuilford, CT2026-11-02
Atria Investments, Inc
208,892$8.6M0.1%CoreMediumCharlotte, NC2026-10-15
Broussard Financial Group LLC
201,451$8.3M6.1%ETFMediumKaplan, LA2026-10-26
Beacon Financial Group
178,621$7.4M0.7%ETFMediumDallas, TX2026-10-19
RFG Advisory, LLC
173,711$7.2M0.1%ETFMediumBirmingham, AL2026-11-03
Optima Capital LLC
128,149$5.3M2.1%ETFHighPortland, OR2026-10-29
Lanark Financial, Inc.
105,026$4.3M0.3%CoreMediumBirmingham, AL2026-10-26
W.H. Cornerstone Investments Inc.
85,361$3.5M1.9%CoreLowKingston, MA2026-11-03
Trilogy Capital Inc.
85,056$3.5M0.1%ETFMediumIrvine, CA2026-10-20
Kestra Advisory Services, LLC
83,294$3.4M0.0%CoreLowAustin, TX2026-11-02
Ascentis Independent Advisors
68,920$2.8M0.2%ETFLowDallas, TX2026-11-03
WealthPoint Financial, LLC
68,745$2.8M2.0%ETFMediumCramerton, NC2026-11-03
Sharper & Granite LLC
67,572$2.9M1.0%ETFLowEl Segundo, CA2026-11-02
American Financial & TAX Strategies Inc
63,627$2.6M1.2%ETFVery LowNew York, NY2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
51,741$2.1M0.0%ETFLowMinneapolis, MN2026-10-14
Golden State Wealth Management, LLC
44,146$1.8M0.2%ETFMediumSanta Ana, CA2026-11-02
WealthPLAN Partners, LLC
42,576$1.8M0.3%CoreMediumOmaha, NE2026-10-15
Bank of New York Mellon Corp
41,421$1.7M0.0%CoreLowNew York, NY2026-11-05
Integrity Alliance, Llc.
32,554$1.3M0.0%ETFMediumUrbandale, IA2026-10-29
James Investment Research, Inc.
29,704$1.2M0.1%CoreLowAlpha, OH2026-10-22
Concurrent Investment Advisors, LLC
25,673$1.1M0.0%GrowthMediumTampa, FL2026-10-16
David Kennon Inc
24,427$1.0M0.3%ETFLowSarasota, FL2026-10-13
Bison Wealth, LLC
23,650$978.6K0.1%GrowthMediumAtlanta, GA2026-10-13
Park Avenue Securities LLC
21,726$8950.0%ETFMediumNew York, NY2026-10-26
Citizens Financial Group Inc
19,493$802.7K0.0%GrowthLowProvidence, RI2026-10-23
Advisory Solutions Group, LLC
19,281$794.0K0.2%ETFN/APlymouth, MN2026-10-14
Howard Bailey Securities, LLC
18,962$780.9K0.3%ETFMediumFort Wayne, IN2026-10-27
Insight Advisors, LLC/ PA
17,036$701.5K0.1%ETFMediumNewtown, PA2026-10-22
Trinity Wealth Management, LLC
16,456$677.7K0.2%ETFMediumBerwyn, PA2026-10-13
Symphony Financial, Ltd. Co.
15,985$659.4K0.1%GrowthLowHouston, TX2026-10-22
Diversify Wealth Management, LLC
15,521$647.7K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
15,521$647.7K0.0%GrowthLowSandy, UT2026-10-20
Pinnacle Financial Group, LLC / IL
14,567$599.9K0.1%ETFVery LowWestern Springs, IL2026-10-29
Wealthcare Advisory Partners LLC
12,941$532.9K0.0%ETFLowWest Chester, PA2026-10-21
Farther Finance Advisors, LLC
12,191$502.0K0.0%IndexLowSan Francisco, CA2026-10-08
Ejmk Ventures LLC
11,872$488.9K0.2%GrowthMediumItasca, IL2026-10-21
Creative Planning
11,411$469.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Lionshead Wealth Management, LLC
10,615$437.1K0.3%ETFLowNew York, NY2026-10-21
Beacon Financial Advisory LLC
9,861$406.1K0.1%ETFLowCleveland, OH2026-10-16
Larson Financial Group LLC
9,347$384.9K0.0%GrowthLowSt Louis, MO2026-11-05
Ashton Thomas Private Wealth, LLC
7,637$314.5K0.0%CoreMediumScottsdale, AZ2026-11-03
WBH Advisory Inc
7,443$306.5K0.0%ETFLowBaltimore, MD2026-11-05
Worth Asset Management, LLC
7,333$302.0K0.1%ETFHighDallas, TX2026-10-07
Creative Financial Designs Inc
7,089$291.9K0.0%ETFMediumKokomo, IN2026-11-04
Form Wealth Advisors, LLC
6,977$287.3K0.0%ETFMediumLake Geneva, WI2026-10-13
Simplicity Wealth,LLC
6,841$281.7K0.0%ETFLowSummit, NJ2026-10-23
United Advisor Group, LLC
6,806$280.3K0.0%ETFLowCincinnati, OH2026-11-03
CoreCap Advisors, LLC
6,365$262.1K0.0%ETFMediumSouthfield, MI2026-10-08
Omni 360 Wealth, Inc.
6,265$258.0K0.1%ETFLowPlainsboro, NJ2026-10-13
Acorn Wealth Advisors, LLC
6,095$265.0K0.1%ETFLowGrand Blanc, MI2026-10-19
HF Advisory Group, LLC
6,091$250.8K0.1%ValueLowAnnapolis, MD2026-10-09
Town Capital LLC
6,007$247.4K0.2%ETFHighBel Air, MD2026-11-03
Wealth Enhancement Advisory Services, LLC
5,863$242.3K0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
5,837$240.4K0.0%ETFLowWaltham, MA2026-11-02
Dynamic Advisor Solutions LLC
5,475$225.5K0.0%ETFLowPhoenix, AZ2026-10-13
Reap Financial Group, LLC
5,455$224.6K0.0%ETFLowAustin, TX2026-11-02
Verdence Capital Advisors LLC
5,022$206.8K0.0%CoreMediumHunt Valley, MD2026-10-26
Team Financial Group, LLC
4,907$202.1K0.1%ETFLowTemecula, CA2026-10-30
Fifth Third Bancorp
4,600$189.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Evolution Wealth Management Inc.
3,536$145.6K0.1%ETFMediumFort Myers, FL2026-10-28
Tounjian Advisory Partners, LLC
2,461$101.4K0.0%GrowthHighFort Myers, FL2026-11-04
Breakwater Investment Management
2,308$95.0K0.0%ETFLowSeattle, WA2026-10-20
SBI Securities Co., Ltd.
2,232$91.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Pinnacle Bancorp, Inc.
2,057$84.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Covestor Ltd
1,917$790.0%ValueHighLondon, United Kingdom2026-10-30
Reyes Financial Architecture, Inc.
1,025$42.2K0.0%ETFVery HighSan Diego, CA2026-10-22
Key FInancial Inc
573$23.6K0.0%ETFLowWest Chester, PA2026-11-02
IFP Advisors, Inc
491$20.2K0.0%GrowthLowTampa, FL2026-10-16
Caldwell Trust Co
300$12.4K0.0%GrowthLowVenice, FL2026-10-30
Townsend Asset Management Corp
222$9.1K0.0%CoreLowRaleigh, NC2026-10-29
Private Trust Co NA
182$7.5K0.0%CoreLowCleveland, OH2026-10-20
Mcdonald Partners LLC
173$7.1K0.0%CoreLowCleveland, OH2026-11-03
Capital Investment Advisory Services, LLC
163$6.7K0.0%CoreMediumRaleigh, NC2026-10-30
Costello Asset Management, Inc
141$5.8K0.0%CoreLowFeasterville, PA2026-10-30
NBT Bank, N.A.
127$5.2K0.0%CoreLowNorwich, NY2026-10-21
Trust Co of Vermont
109$4.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Planning Strategies Inc.
88$3.6K0.0%ETFN/ALancaster, PA2026-10-02
Lloyd Advisory Services, Llc.
47$1.9K0.0%ETFVery HighSuwanee, GA2026-11-02
Spurstone Advisory Services, LLC
10$4130.0%CoreLowHigganum, CT2026-11-02
EverSource Wealth Advisors, LLC
3$1240.0%CoreMediumBirmingham, AL2026-11-04
Balance Wealth Partners LLC
0$00.0%ETFMediumWorthington, OH2026-10-27