AGGY

Wisdomtree Yield Enhanced Us

Latest period2026 - Q1Total superinvestors162

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 162 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

SuperinvestorPortfolio %Reported Value
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 2.24%
0.01%
$103.444M
2.381M shares@ 43.45 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 1.76%
0.02%
$65.314M
1.503M shares@ 43.46 avg price
Kristin Streff@Cwm, Llc
Recent Activity
Increased 3.95%
0.15%
$55.88M
1.286M shares@ 43.46 avg price
Spencer Ferguson@Mercer Global Advisors Inc Adv
Recent Activity
Decreased -4.08%
0.09%
$54.681M
1.258M shares@ 43.46 avg price
Roy Williams@Prestige Wealth Management Group Llc
Recent Activity
Increased 8.11%
5.86%
$29.811M
686,094 shares@ 43.46 avg price
Anthony Woodard@Prime Capital Investment Advisors, Llc
Recent Activity
New Position
0.34%
$29.369M
675,916 shares@ 43.45 avg price
Gary Davis, Jr.@Hightower Advisors, Llc
Recent Activity
Decreased -11.65%
0.03%
$27.244M
627,024 shares@ 43.45 avg price
Margaret M. Baer@Savant Capital, Llc
Recent Activity
Decreased -1.58%
0.13%
$25.539M
587,789 shares@ 43.45 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 8.22%
0.01%
$25.415M
584,935 shares@ 43.46 avg price
Kevin Zemann@Wealthplan Investment Management, Llc
Recent Activity
Increased 111.24%
1.23%
$22.056M
507,625 shares@ 43.45 avg price

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