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

(ETF)
AGGY 
$49.6901
*  
0.1401
0.28%
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*Delayed - data as of Apr. 24, 2019 15:13 ET  -  Find a broker to begin trading AGGY now


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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 38.29%
Total Shares Outstanding (millions) 11
Total Value of Holdings (millions) $216

Active Positions

Holders Shares
Increased Positions 40 1,342,338
Decreased Positions 32 1,137,757
Held Positions 6 1,884,535
Total Institutional Shares 78 4,364,630

New and Sold Out Positions


Holders Shares
New Positions 19 983,165
Sold Out Positions 15 554,931

78 Institutional Holders
4,364,630 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
3D ASSET MANAGEMENT, INC 12/31/2018 784,095 4,164 .53 38,852
PFS INVESTMENTS INC. 03/31/2019 647,052 647,052 New 32,061
ENVESTNET ASSET MANAGEMENT INC 12/31/2018 352,925 187,111 112.84 17,487
ASHFORD CAPITAL MANAGEMENT INC 12/31/2018 337,999 29,652 9.62 16,748
LEE FINANCIAL GROUP HAWAII, INC. 12/31/2018 163,857 (1,626) (0.98) 8,119
MORGAN STANLEY 12/31/2018 154,408 (62,547) (28.83) 7,651
STRATEGIC FINANCIAL GROUP, LLC 12/31/2018 138,152 (3,011) (2.13) 6,845
MONETA GROUP INVESTMENT ADVISORS LLC 12/31/2018 118,561 3,291 2.86 5,875
RFG ADVISORY, LLC 12/31/2018 116,537 (34,072) (22.62) 5,774
APOLLON WEALTH MANAGEMENT, LLC 12/31/2018 110,419 110,419 New 5,471
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 12/31/2018 109,886 33,061 43.03 5,445
CLS INVESTMENTS, LLC 12/31/2018 107,714 (23,695) (18.03) 5,337
WEALTHPLAN PARTNERS, LLC 12/31/2018 100,046 (2,582) (2.52) 4,957
SEQUOIA FINANCIAL ADVISORS, LLC 12/31/2018 95,644 11,157 13.21 4,739
SUREVEST INC. 03/31/2019 92,062 72 .08 4,562

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