Quantcast

WisdomTree Barclays Yield Enhanced U.S. Aggregate Bond Fund Institutional Ownership

(ETF)
AGGY 
$48.33
*  
0.01
0.02%
Get AGGY Alerts
*Delayed - data as of May 21, 2018 11:26 ET  -  Find a broker to begin trading AGGY now


Community Rating:
View:    AGGY Real Time
 
 
Symbol List Views
FlashQuotes InfoQuotes
ETF Details
Summary Quote ETF Detail Real-Time Quote After Hours Quote Pre-market Quote Historical Quote Option Chain
CHARTS
Basic Chart Interactive Chart
ETF NEWS
ETF Headlines Market Stream
FUNDAMENTALS
Short Interest Dividend History
 Save Stocks

Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 39.96%
Total Shares Outstanding (millions) 8
Total Value of Holdings (millions) $158

Active Positions

Holders Shares
Increased Positions 29 869,019
Decreased Positions 13 263,932
Held Positions 6 2,143,477
Total Institutional Shares 48 3,276,428

New and Sold Out Positions


Holders Shares
New Positions 7 334,476
Sold Out Positions 4 28,089

48 Institutional Holders
3,276,428 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s)
3D ASSET MANAGEMENT, INC 03/31/2018 771,814 26,684 3.58 37,294
UBS GROUP AG 03/31/2018 310,872 140,210 82.16 15,021
MORGAN STANLEY 03/31/2018 237,410 (50,706) (17.6) 11,472
BANK OF AMERICA CORP /DE/ 03/31/2018 178,662 4,602 2.64 8,633
RFG ADVISORY GROUP, LLC 03/31/2018 177,371 136,621 335.27 8,571
LEE FINANCIAL GROUP HAWAII, INC. 03/31/2018 157,043 157,043 New 7,588
EPSTEIN & WHITE FINANCIAL LLC 03/31/2018 153,832 (41,850) (21.39) 7,433
ATRIA INVESTMENTS LLC 03/31/2018 152,848 2,692 1.79 7,386
OPES ADVISORS INC 03/31/2018 136,167 23,962 21.36 6,580
CLS INVESTMENTS, LLC 03/31/2018 125,253 72,383 136.91 6,052
BARBER FINANCIAL GROUP, INC. 03/31/2018 121,986 (24,937) (16.97) 5,894
STRATEGIC FINANCIAL GROUP, LLC 03/31/2018 114,872 9,546 9.06 5,551
ASHFORD CAPITAL MANAGEMENT INC 03/31/2018 111,149 111,149 New 5,371
WEALTHPLAN PARTNERS, LLC 03/31/2018 101,195 20,798 25.87 4,890
LADENBURG THALMANN FINANCIAL SERVICES INC. 03/31/2018 70,075 27,619 65.05 3,386

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
info  Learn more about Institutional Holdings