Free Trial

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) Institutional Ownership

→ Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad)
Free AGGY Stock Alerts
$42.77
+0.19 (+0.45%)
(As of 05/31/2024 ET)
Compare
Stock AnalysisChartHeadlinesHoldingsOwnership

Institutional Ownership Changes (13F Filings) for WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (NYSEARCA:AGGY)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$5.90M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$406.59K
Get AGGY Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

AGGY Institutional Buying and Selling by Quarter

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank3,726$162K0.0%+25.8%0.017%
4/5/2024 NBC Securities Inc.42,382$1.84M0.2%+63.7%0.216%
3/8/2024 ICA Group Wealth Management LLC3,324$146K0.0%-32.2%0.017%
2/9/2024 Tidemark LLC619$27K0.0%N/A0.003%
2/7/2024 NBC Securities Inc.25,889$1.14M0.1%+51.8%0.132%
2/1/2024 NewSquare Capital LLC6,135$270K0.0%+4.9%0.031%
1/23/2024 Householder Group Estate & Retirement Specialist LLC954$42K0.0%-20.6%0.005%
1/18/2024 Winch Advisory Services LLC7,524$331K0.1%+36.1%0.038%
1/12/2024 GPS Wealth Strategies Group LLC15,890$700K0.1%-3.5%0.081%
1/10/2024 Creative Financial Designs Inc. ADV6,403$282K0.0%+9.9%0.033%
11/6/2023 Winch Advisory Services LLC5,528$229K0.1%+21.1%0.028%
11/4/2023 NBC Securities Inc.17,054$707K0.1%N/A0.087%
10/26/2023 GPS Wealth Strategies Group LLC16,458$683K0.1%-7.4%0.084%
10/17/2023 Avior Wealth Management LLC6,645$276K0.0%+4.2%0.034%
10/10/2023 Householder Group Estate & Retirement Specialist LLC1,201$50K0.0%N/A0.006%
8/15/2023 Invenio Wealth Partners LLC11,900$513K0.6%N/A0.061%
8/8/2023 Winch Advisory Services LLC4,563$197K0.1%+11.0%0.023%
7/31/2023 WealthPLAN Partners LLC72,483$3.12M0.4%N/A0.348%
7/28/2023 Private Trust Co. NA986$42K0.0%+98.4%0.005%
7/26/2023 Creative Financial Designs Inc. ADV4,095$176K0.0%+184.6%0.020%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC6,377$275K0.0%+4.7%0.031%
7/17/2023 GPS Wealth Strategies Group LLC17,771$766K0.1%-24.4%0.085%
5/12/2023 OLD Mission Capital LLC189,592$8.28M0.2%+1,003.6%0.912%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC6,088$266K0.0%N/A0.029%
5/10/2023 Winch Advisory Services LLC4,112$180K0.1%+21.0%0.020%
5/1/2023 NewSquare Capital LLC5,610$245K0.0%+6.0%0.028%
4/17/2023 GPS Wealth Strategies Group LLC23,498$1.03M0.2%-50.1%0.117%
4/13/2023 Householder Group Estate & Retirement Specialist LLC1,209$53K0.0%N/A0.006%
3/6/2023 OLD Mission Capital LLC17,180$733K0.0%N/A0.085%
2/10/2023CoreCap Advisors LLC5,932$253K0.0%-31.4%0.030%
2/10/2023 Wayfinding Financial LLC5,078$255K0.2%N/A0.026%
2/8/2023 Vectors Research Management LLC4,006$171K0.0%-15.8%0.020%
2/6/2023 Parallel Advisors LLC830$35K0.0%+764.6%0.004%
2/2/2023 Farmers & Merchants Investments Inc.615$26K0.0%N/A0.003%
2/1/2023 Creative Financial Designs Inc. ADV1,408$60K0.0%+845.0%0.007%
1/27/2023 GPS Wealth Strategies Group LLC47,044$2.01M0.6%+15.8%0.236%
1/20/2023 Miracle Mile Advisors LLC54,909$2.34M0.1%-93.4%0.260%
1/13/2023 Savior LLC1,457$62K0.1%+4,315.2%0.007%
1/5/2023 Future Financial Wealth Managment LLC33,041$1.41M1.6%-18.2%0.160%
11/22/2022 IHT Wealth Management LLC10,038$424K0.0%+3.2%0.052%
SHOCKING Crypto Leak… (Ad)

A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products. If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE… The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024.

Claim your free seat by clicking here now.
11/15/2022 Stonebridge Capital Advisors LLC8,553$361K0.0%+40,628.6%0.044%
11/14/2022 United Capital Financial Advisers LLC4,816$203K0.0%N/A0.025%
10/31/2022 Winch Advisory Services LLC3,279$138K0.1%+15.9%0.017%
10/24/2022 Miracle Mile Advisors LLC831,818$35.12M1.6%+1.2%4.159%
10/20/2022 Tsfg LLC1,030$43K0.0%-61.8%0.005%
10/17/2022 GPS Wealth Strategies Group LLC40,618$1.72M0.4%+52.2%0.198%
10/13/2022 Future Financial Wealth Managment LLC40,383$1.81M2.1%-5.0%0.191%
10/11/2022Ford Financial Group LLC31,347$1.32M0.6%+11.1%0.151%
8/12/2022 Winch Advisory Services LLC2,830$127K0.1%-72.3%0.013%
8/11/2022CoreCap Advisors LLC10,276$459K0.0%-23.4%0.048%
8/5/2022 OLD Mission Capital LLC299,842$13.41M0.4%N/A1.408%
7/29/2022 Patriot Financial Group Insurance Agency LLC11,636$520K0.1%-43.4%0.055%
7/26/2022 NewSquare Capital LLC4,880$218K0.0%-30.1%0.023%
7/19/2022 GPS Wealth Strategies Group LLC26,696$1.19M0.3%N/A0.125%
7/15/2022 Miracle Mile Advisors LLC822,018$36.75M1.7%+12.6%3.859%
7/14/2022Ford Financial Group LLC28,220$1.26M0.5%+172.2%0.132%
7/13/2022 Tsfg LLC2,698$121K0.1%-33.7%0.013%
7/8/2022 Worth Asset Management LLC585$26K0.0%-45.1%0.003%
5/19/2022Golden State Wealth Management LLC49,298$2.36M0.5%+27.5%0.213%
5/16/2022 Horizon Investments LLC453,710$21.67M0.6%+3.8%1.964%
5/16/2022PFS Investments Inc.275,654$13.19M0.2%-3.5%1.193%
5/13/2022Karlinski Andrew C24,457$1.17M2.1%+3.8%0.114%
5/11/2022NEIRG Wealth Management LLC180,489$8.64M1.7%+15.2%0.851%
5/11/2022 Patriot Financial Group Insurance Agency LLC20,563$984K0.2%-20.4%0.097%
5/10/2022 NewSquare Capital LLC6,980$334K0.0%+12.9%0.034%
5/9/2022 Wayfinding Financial LLC6,116$274K0.2%+20.4%0.030%
5/6/2022 Retirement Group LLC4,574$219K0.1%-25.9%0.022%
5/4/2022 IAG Wealth Partners LLC5,963$285K0.1%-36.5%0.029%
5/3/2022 Future Financial Wealth Managment LLC42,524$2.04M1.7%+7.9%0.206%
4/29/2022CoreCap Advisors LLC13,416$642K0.0%-4.0%0.064%
4/25/2022 Miracle Mile Advisors LLC730,331$34.95M1.5%+27.0%3.397%
4/13/2022Ford Financial Group LLC10,368$496K0.2%+10,588.7%0.047%
2/16/2022 Horizon Investments LLC437,058$22.55M0.7%+5.2%2.062%
2/14/2022 IAG Wealth Partners LLC9,390$485K0.2%-20.0%0.044%
2/14/2022 IHT Wealth Management LLC14,153$731K0.1%-8.8%0.067%
2/11/2022PFS Investments Inc.285,768$14.77M0.3%+9.1%1.348%
2/10/2022 Covestor Ltd1,712$89K0.1%N/A0.008%
2/10/2022 OLD Mission Capital LLC29,489$1.52M0.1%+371.7%0.137%
2/7/2022NEIRG Wealth Management LLC156,697$8.10M1.6%N/A0.725%
2/4/2022 Winch Advisory Services LLC10,412$538K0.2%-15.8%0.048%
2/4/2022 Congress Wealth Management LLC DE 9,562$494K0.0%N/A0.044%
1/28/2022 Wayfinding Financial LLC5,078$255K0.2%N/A0.024%
1/26/2022 NewSquare Capital LLC6,185$320K0.0%+22.7%0.029%
1/24/2022 Private Wealth Strategies L.L.C.561,096$29.00M6.7%-0.8%2.610%
1/20/2022 Rosenberg Matthew Hamilton11,606$600K0.2%+149.5%0.054%
1/18/2022 Miracle Mile Advisors LLC574,917$29.71M1.2%-8.8%2.674%
1/13/2022 Moody National Bank Trust Division5,890$304K0.0%+8.8%0.027%
1/12/2022IFP Advisors Inc93,497$4.84M0.1%+8.2%0.435%
1/10/2022 Patriot Financial Group Insurance Agency LLC25,838$1.34M0.2%-26.3%0.120%
1/7/2022 Future Financial Wealth Managment LLC39,416$2.02M1.6%+6.5%0.183%
Kiss of death from Joe Biden (Ad)

I did not consent. You did not consent. It’s in direct violation of the U.S. Constitution but Biden does not care.

I have uncovered a bombshell that changes everything… and threatens everything.
1/6/2022Carroll Financial Associates Inc.1,524$78K0.0%+31.3%0.007%
11/24/2021 Patriot Financial Group Insurance Agency LLC35,066$1.82M0.3%-16.2%0.164%
11/16/2021 Captrust Financial Advisors1,439$75K0.0%+585.2%0.007%
11/16/2021JD Financial Services Inc.256,014$13.29M12.1%+6.5%1.202%
11/16/2021 United Capital Financial Advisers LLC22,069$1.15M0.0%-5.3%0.104%
11/15/2021 Flow Traders U.S. LLC9,508$494K0.0%N/A0.045%
11/15/2021 Horizon Investments LLC415,379$21.53M0.6%-2.2%1.950%
11/12/2021 OLD Mission Capital LLC6,252$325K0.0%-96.2%0.029%
11/12/2021 PSI Advisors LLC5,459$283K0.1%N/A0.026%
11/8/2021 NewSquare Capital LLC5,040$262K0.0%+10.3%0.024%
(Data available from 1/1/2016 forward)

AGGY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGGY shares?

During the previous two years, 30 institutional investors and hedge funds held shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund. The most heavily invested institutionals were OLD Mission Capital LLC ($8.28M), WealthPLAN Partners LLC ($3.12M), Miracle Mile Advisors LLC ($2.34M), NBC Securities Inc. ($1.84M), Future Financial Wealth Managment LLC ($1.41M), Ford Financial Group LLC ($1.32M), and GPS Wealth Strategies Group LLC ($700K).Learn more on AGGY's institutional investors.

Which institutional investors have been buying WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock?

Of the 23 institutional investors that purchased WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($489.43K), Miracle Mile Advisors LLC ($101.49K), WealthPLAN Partners LLC ($72.48K), GPS Wealth Strategies Group LLC ($47.04K), NBC Securities Inc. ($42.38K), Ford Financial Group LLC ($20.98K), and Invenio Wealth Partners LLC ($11.90K).

How much institutional buying is happening at WisdomTree Yield Enhanced U.S. Aggregate Bond Fund?

Institutional investors have bought a total of 827,815 shares in the last 24 months. This purchase volume represents approximately $36.42M in transactions.

Which WisdomTree Yield Enhanced U.S. Aggregate Bond Fund major shareholders have been selling company stock?

Of the 12 institutional investors that sold WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Miracle Mile Advisors LLC ($776.91K), GPS Wealth Strategies Group LLC ($31.15K), Future Financial Wealth Managment LLC ($9.48K), Patriot Financial Group Insurance Agency LLC ($8.93K), Winch Advisory Services LLC ($7.40K), CoreCap Advisors LLC ($5.85K), and Tsfg LLC ($3.04K).

How much institutional selling is happening at WisdomTree Yield Enhanced U.S. Aggregate Bond Fund?

Institutional investors have sold a total of 847,925 shares in the last 24 months. This volume of shares sold represents approximately $36.24M in transactions.


Related Companies:
This page (NYSEARCA:AGGY) was last updated on 6/2/2024 by MarketBeat.com Staff

From Our Partners
Trump’s Gift Could Unleash $51 Billion in New Wealth
Wealthpin Pro
The #1 Crypto That You Don’t Own… Yet
Crypto 101 Media
Biden replacement revealed?
Paradigm Press
Biden Nomination CANCELED?
The Freeport Society
Nvidia has Apple and Microsoft within striking range
Weiss Ratings
LEAKED: Jeff Bezos' $330 Million Gamble
Behind the Markets
Warren Buffett, Jeff Bezos, Michael Bloomberg, & 48 Members of Congress Are Buying ONE Sector…
InvestorPlace
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders