AGGY

Wisdomtree Yield Enhanced Us

Latest period2024 - Q4Total superinvestors24

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 24 superinvestors own shares of Wisdomtree Yield Enhanced Us (AGGY), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wisdomtree Yield Enhanced Us (AGGY), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wisdomtree Yield Enhanced Us (AGGY) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wisdomtree Yield Enhanced Us (AGGY) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Matthew Wagner@Oxinas Partners Wealth Management Llc Recent Activity Increased 11.1%	2.61%	$4.441M 103,476 shares@ 42.93 avg price	Increased 11.1%
Jeff Weglarz@Goldstone Financial Group, Llc Recent Activity Increased 16.65%	0.35%	$2.197M 51,195 shares@ 42.92 avg price	Increased 16.65%
Christopher Casanega@Sharper & Granite Llc Recent Activity Increased 1.12%	0.93%	$2.097M 48,847 shares@ 42.92 avg price	Increased 1.12%
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc Recent Activity Increased 1.71%	0.04%	$1.869M 43,548 shares@ 42.93 avg price	Increased 1.71%
Andrew Endelman@Independent Wealth Network Inc. Recent Activity Increased 9.43%	0.52%	$1.272M 29,629 shares@ 42.92 avg price	Increased 9.43%
Thomas J Bellaro@Park Avenue Securities Llc Recent Activity Increased 55.85%	0.02%	$1.098M 25,576 shares@ 42.94 avg price	Increased 55.85%
Samuel R. Winch@Winch Advisory Services, Llc Recent Activity Increased 31.61%	0.19%	$717,750 16,723 shares@ 42.92 avg price	Increased 31.61%
Janice M. Powell@Diversify Advisory Services, Llc Recent Activity Increased 1.16%	0.04%	$662,688 15,615 shares@ 42.44 avg price	Increased 1.16%
Rana Choubah@Meridian Financial, Llc Recent Activity Increased 2.34%	0.22%	$313,968 7,315 shares@ 42.93 avg price	Increased 2.34%
RAYMOND L. HOBSON@Hf Advisory Group, Llc Recent Activity Increased 5.77%	0.11%	$222,862 5,192 shares@ 42.93 avg price	Increased 5.77%