Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / YIELD ENHANCD US
-
Total 13F shares
-
165,525
-
Share change
-
-4,579
-
Total reported value
-
$7,294,558
-
Price per share
-
$44.05
-
Number of holders
-
13
-
Value change
-
-$204,656
-
Number of buys
-
7
-
Number of sells
-
6
Institutional Holders of WISDOMTREE TR - YIELD ENHANCD US (AGGY) as of Q4 2025
As of 31 Dec 2025,
WISDOMTREE TR - YIELD ENHANCD US (AGGY) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
165,525 shares.
The largest 10 holders included
NorthCrest Asset Manangement, LLC, Trinity Wealth Management, LLC, PARK AVENUE SECURITIES LLC, Wealthcare Advisory Partners LLC, Worth Asset Management, LLC, Lionshead Wealth Management, LLC, Retireful, LLC, CVA Family Office, LLC, CoreCap Advisors, LLC, and Team Financial Group, LLC.
This page lists
13
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.