WISDOMTREE TR AGGY
YIELD ENHANCD US · ETP · CUSIP 97717X511
140
institutional holders
15.6m
shares reported held*
$657.6mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $42.26.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| AJ WEALTH STRATEGIES, LLC 4.00% of their portfolio | 1.6m $68.6m | — |
| LPL Financial LLC 0.07% of their portfolio | 1.6m $68.1m | — |
| RFG Advisory, LLC 3.15% of their portfolio | 1.3m $55.4m | — |
| Savant Capital, LLC 1.33% of their portfolio | 1.0m $42.5m | — |
| Trilogy Capital Inc. 3.66% of their portfolio | 968.7k $40.9m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 872.5k $36.8m | — |
| Composition Wealth, LLC 1.64% of their portfolio | 831.8k $35.1m | — |
| CWM, LLC 0.27% of their portfolio | 813.3k $34.3m | — |
| AE Wealth Management LLC 0.23% of their portfolio | 683.2k $28.8m | — |
| Prestige Wealth Management Group LLC 5.92% of their portfolio | 498.7k $21.1m | — |
| Equitable Holdings, Inc. 0.40% of their portfolio | 484.2k $20.4m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 308.9k $13.0m | — |
| KWB Wealth 2.53% of their portfolio | 300.7k $12.7m | — |
| IFP Advisors, Inc 0.30% of their portfolio | 239.7k $11.7m | — |
| Private Advisor Group, LLC 0.11% of their portfolio | 230.5k $9.7m | — |
| Sequoia Financial Advisors, LLC 0.30% of their portfolio | 224.8k $9.5m | — |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 218.6k $9.2m | — |
| Creative Planning 0.01% of their portfolio | 183.1k $7.7m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio | 180.2k $7.6m | — |
| UBS Group AG 0.00% of their portfolio | 164.8k $7.0m | — |
| MORGAN STANLEY 0.00% of their portfolio | 157.3k $6.6m | — |
| Leicht Financial Planning & Wealth Management, Inc. 4.67% of their portfolio | 154.7k $6.5m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 123.6k $5.2m | — |
| 3D/L Capital Management, LLC 1.54% of their portfolio | 122.9k $5.2m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 112.4k $4.7m | — |
| David Kennon Inc 2.26% of their portfolio | 97.3k $4.1m | — |
| MML INVESTORS SERVICES, LLC 0.03% of their portfolio | 94.9k $4.0m | — |
| Regal Investment Advisors LLC 0.42% of their portfolio | 94.1k $4.0m | — |
| Clearwater Capital Advisors, LLC 0.52% of their portfolio | 88.6k $3.7m | — |
| WealthPlan Investment Management, LLC 0.26% of their portfolio | 80.4k $3.5m | — |
| ROOSEVELT INVESTMENT GROUP LLC 0.23% of their portfolio | 77.0k $3.3m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 71.3k $3.0m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 68.7k $2.9m | — |
| Wade Financial Advisory, Inc 1.42% of their portfolio | 67.3k $2.8m | — |
| Bluespring Wealth Management, LLC 0.40% of their portfolio | 64.6k $2.7m | — |
| COLTON GROOME FINANCIAL ADVISORS, LLC 1.34% of their portfolio | 62.2k $2.6m | — |
| Financial Planning & Information Services, Inc. 0.62% of their portfolio | 60.2k $2.5m | — |
| My Legacy Advisors, LLC 1.23% of their portfolio | 58.7k $2.4m | — |
| FIRST FOUNDATION ADVISORS 0.11% of their portfolio | 52.3k $2.2m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 51.0k $2.2m | — |
| Mutual Advisors, LLC 0.11% of their portfolio | 50.7k $2.1m | — |
| FLAGSHIP HARBOR ADVISORS, LLC 0.20% of their portfolio | 41.1k $1.7m | — |
| Pacific Capital Wealth Advisors, Inc. 0.47% of their portfolio | 40.7k $1.7m | — |
| GPS Wealth Strategies Group, LLC 0.43% of their portfolio | 40.6k $1.7m | — |
| Future Financial Wealth Managment LLC 2.08% of their portfolio | 40.4k $1.8m | — |
| Truadvice, LLC 0.94% of their portfolio | 40.2k $1.7m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 39.4k $1.7m | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 35.1k $1.5m | — |
| StrategIQ Financial Group, LLC 0.19% of their portfolio | 34.7k $1.5m | — |
| Ford Financial Group, LLC 0.55% of their portfolio | 31.3k $1.3m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio | 29.9k $1.3m | — |
| Centennial Wealth Advisory LLC 0.68% of their portfolio | 27.4k $1.2m | — |
| Mariner, LLC 0.00% of their portfolio | 27.0k $1.1m | — |
| KARLINSKI ANDREW C 1.61% of their portfolio | 25.2k $1.1m | — |
| Meridian Wealth Management, LLC 0.10% of their portfolio | 22.0k $927.0k | — |
| Insight Advisors, LLC/ PA 0.33% of their portfolio | 20.2k $852.0k | — |
| WEALTHSOURCE PARTNERS, LLC 0.06% of their portfolio | 19.6k $828.0k | — |
| Western Wealth Management, LLC 0.05% of their portfolio | 19.1k $800.0k | — |
| BEACON FINANCIAL GROUP 0.12% of their portfolio | 18.2k $772.0k | — |
| Betterment LLC 0.00% of their portfolio | 18.0k $806.0k | — |
| Independent Wealth Network Inc. 0.57% of their portfolio | 17.4k $734.0k | — |
| Collaborative Wealth Managment Inc. 0.51% of their portfolio | 16.9k $716.0k | — |
| Pinnacle Financial Group, LLC / IL 0.54% of their portfolio | 14.9k $629.0k | — |
| Cetera Advisors LLC 0.01% of their portfolio | 13.9k $586.0k | — |
| Blue Zone Wealth Advisors, LLC 0.30% of their portfolio | 13.8k $583.0k | — |
| Intrua Financial, LLC 0.15% of their portfolio | 12.9k $545.0k | — |
| MARIPAU WEALTH MANAGEMENT LLC 0.55% of their portfolio | 12.2k $506.0k | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 11.0k $465.0k | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 10.4k $438.0k | — |
| IHT Wealth Management, LLC 0.03% of their portfolio | 10.0k $424.0k | — |
| Allworth Financial LP 0.01% of their portfolio | 9.6k $403.0k | — |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 9.5k $401.0k | — |
| Dynamic Advisor Solutions LLC 0.03% of their portfolio | 9.3k $391.0k | — |
| Patriot Financial Group Insurance Agency, LLC 0.09% of their portfolio | 9.0k $381.0k | — |
| Fortitude Advisory Group L.L.C. 0.36% of their portfolio | 8.8k $371.0k | — |
| GM Advisory Group, LLC 0.04% of their portfolio | 8.7k $367.0k | — |
| CoreCap Advisors, LLC 0.03% of their portfolio | 8.6k $365.0k | — |
| Stonebridge Capital Advisors LLC 0.05% of their portfolio | 8.6k $361.0k | — |
| McNamara Financial Services, Inc. 0.09% of their portfolio | 7.6k $322.0k | — |
| OXFORD FINANCIAL GROUP, LTD. LLC 0.05% of their portfolio | 7.2k $304.0k | — |
| Global Retirement Partners, LLC 0.02% of their portfolio | 7.1k $295.0k | — |
| Focus Partners Advisor Solutions, LLC 0.02% of their portfolio | 7.0k $295.0k | — |
| FIRETHORN WEALTH PARTNERS, LLC 0.26% of their portfolio | 6.6k $279.0k | — |
| PARK AVENUE SECURITIES LLC 0.01% of their portfolio | 6.5k $275.0k | — |
| Darwin Wealth Management, LLC 0.07% of their portfolio | 6.5k $271.0k | — |
| Bridge Advisory, LLC 0.13% of their portfolio | 6.5k $275.0k | — |
| Meridian Financial Advisors, LLC 0.32% of their portfolio | 6.5k $275.1k | — |
| Institute for Wealth Management, LLC. 0.06% of their portfolio | 6.5k $273.0k | — |
| Cetera Investment Advisers 0.00% of their portfolio | 6.4k $271.0k | — |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 6.4k $271.0k | — |
| Realta Investment Advisors 0.07% of their portfolio | 6.4k $269.0k | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 6.3k $267.0k | — |
| Aveo Capital Partners, LLC 0.05% of their portfolio | 6.3k $265.0k | — |
| INSPIRION WEALTH ADVISORS, LLC 0.06% of their portfolio | 6.3k $264.0k | — |
| Perennial Advisors, LLC 0.08% of their portfolio | 6.0k $254.0k | — |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 0.14% of their portfolio | 6.0k $253.0k | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 5.7k $239.0k | — |
| S.C. Financial Services, Inc. 0.36% of their portfolio | 5.3k $224.0k | — |
| NewSquare Capital LLC 0.03% of their portfolio | 5.1k $215.0k | — |
| Denver PWM, LLC 0.12% of their portfolio | 4.9k $208.0k | — |