AGGY

Wisdomtree Yield Enhanced Us

Latest period2024 - Q4Total superinvestors24

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 (%)

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Jim Clark@Worth Asset Management, Llc
Recent Activity
Decreased -30.94%
0.33%
$608,906
14,187 shares@ 42.92 avg price
Fred Beerwart@Smi Advisory Services, Llc
Recent Activity
Decreased 0%
0.11%
$453,041
10,695 shares@ 42.37 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
New Position
0.2%
$389,284
9,070 shares@ 42.92 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
0.06%
$338,853
7,895 shares@ 42.92 avg price
Rana Choubah@Meridian Financial, Llc
Recent Activity
Increased 2.34%
0.22%
$313,968
7,315 shares@ 42.93 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Decreased -11.41%
0.04%
$293,682
6,843 shares@ 42.92 avg price
Mark Fiskio@Empirical Asset Management, Llc
Recent Activity
New Position
0.1%
$290,231
6,762 shares@ 42.93 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
New Position
0.01%
$252,978
5,894 shares@ 42.93 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$251,647
5,628 shares@ 44.72 avg price
RAYMOND L. HOBSON@Hf Advisory Group, Llc
Recent Activity
Increased 5.77%
0.11%
$222,862
5,192 shares@ 42.93 avg price