AGGY

Wisdomtree Yield Enhanced Us

Latest period2024 - Q4Total superinvestors20

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, 20 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
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Increased 16.65%
0.35%
$2.197M
51,195 shares@ 42.92 avg price
Christopher Casanega@Sharper & Granite Llc
Recent Activity
Increased 1.12%
0.93%
$2.097M
48,847 shares@ 42.92 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 1.71%
0.04%
$1.869M
43,548 shares@ 42.93 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
0.05%
$1.465M
32,759 shares@ 44.71 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 55.85%
0.02%
$1.098M
25,576 shares@ 42.94 avg price
Michael DeRosa@My Legacy Advisors, Llc
Recent Activity
Decreased -2.11%
0.35%
$888,457
20,783 shares@ 42.75 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
Increased 31.61%
0.19%
$717,750
16,723 shares@ 42.92 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Increased 1.16%
0.04%
$662,688
15,615 shares@ 42.44 avg price
Jim Clark@Worth Asset Management, Llc
Recent Activity
Decreased -30.94%
0.33%
$608,906
14,187 shares@ 42.92 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
New Position
0.2%
$389,284
9,070 shares@ 42.92 avg price