Vault-13

WISDOMTREE TR AGGY

YIELD ENHANCD US · ETP · CUSIP 97717X511

146 institutional holders +6 vs Q3 2022
15,548,94315.5m shares reported held*
$656.5mreported value*
21 new 45 added 62 reduced 21 sold out net sold ≈ $15.5m (-261.8k shares)

* 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 ≈ $42.22.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 140Q4 22: 146146Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022140
Q4 2022146

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +1,702,781+1.7m
SimpliFi, Inc. New +961,902+961.9k
Savant Capital, LLC Added +859,958+860.0k
LPL Financial LLC Added +186,033+186.0k
CITADEL ADVISORS LLC Added +180,816+180.8k
Private Advisor Group, LLC Added +102,641+102.6k
JANE STREET GROUP, LLC Added +95,857+95.9k
CWM, LLC Added +88,900+88.9k
Quantitative Advantage, LLC New +85,572+85.6k
Raymond James Financial Services Advisors, Inc. Added +39,956+40.0k

Biggest sellers

AJ WEALTH STRATEGIES, LLC Reduced -1,588,177-1.6m
RFG Advisory, LLC Reduced -1,186,411-1.2m
Composition Wealth, LLC Reduced -776,909-776.9k
Trilogy Capital Inc. Reduced -310,553-310.6k
KWB Wealth Sold out -300,710-300.7k
AMERIPRISE FINANCIAL INC Sold out -123,553-123.6k
Creative Planning Reduced -95,000-95.0k
Clearwater Capital Advisors, LLC Sold out -88,566-88.6k
Equitable Holdings, Inc. Reduced -69,975-70.0k
3D/L Capital Management, LLC Reduced -28,808-28.8k

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,575,2492.6m $109.8m $109.8m 0.01% Added +1.7m +1,702,781
2 Savant Capital, LLC 1.94% of their portfolio ROCKFORD, IL 1,867,4651.9m $79.6m $79.6m 1.94% Added +860.0k +859,958
3 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 1,799,9271.8m $76.8m $76.8m 0.07% Added +186.0k +186,033
4 SimpliFi, Inc. 21.41% of their portfolio SAN DIEGO, CA 961,902961.9k $41.0m $41.0m 21.41% New
5 CWM, LLC 0.28% of their portfolio OMAHA, NE 902,180902.2k $38.5m $38.5m 0.28% Added +88.9k +88,900
6 AE Wealth Management LLC 0.22% of their portfolio TOPEKA, KS 702,730702.7k $30.0m $30.0m 0.22% Added +19.6k +19,565
7 Trilogy Capital Inc. 1.99% of their portfolio IRVINE, CA 658,170658.2k $28.1m $28.1m 1.99% Reduced -310.6k -310,553
8 Prestige Wealth Management Group LLC 5.48% of their portfolio FLEMINGTON, NJ 493,095493.1k $21.0m $21.0m 5.48% Reduced -5.6k -5,639
9 Equitable Holdings, Inc. 0.31% of their portfolio NEW YORK, NY 414,237414.2k $17.7m $17.7m 0.31% Reduced -70.0k -69,975
10 Private Advisor Group, LLC 0.16% of their portfolio MORRISTOWN, NJ 333,185333.2k $5.6m $5.6m 0.16% Added +102.6k +102,641
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 300,161300.2k $12.8m $12.8m 0.01% Reduced -8.7k -8,739
12 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 258,553258.6k $11.0m $11.0m 0.02% Added +40.0k +39,956
13 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 252,099252.1k $10.8m $10.8m 0.01% Added +180.8k +180,816
14 IFP Advisors, Inc 0.30% of their portfolio TAMPA, FL 226,919226.9k $11.1m $11.1m 0.30% Reduced -12.8k -12,794
15 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 208,253208.3k $8.9m $8.9m 0.02% Added +95.9k +95,857
16 Sequoia Financial Advisors, LLC 0.22% of their portfolio Akron, OH 207,875207.9k $8.9m $8.9m 0.22% Reduced -16.9k -16,880
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 165,867165.9k $7.1m $7.1m 0.00% Added +8.6k +8,551
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 164,069164.1k $7.0m $7.0m 0.00% Reduced -731 -731
19 Leicht Financial Planning & Wealth Management, Inc. 4.46% of their portfolio PARSIPPANY, NJ 155,775155.8k $6.6m $6.6m 4.46% Added +1.1k +1,072
20 RFG Advisory, LLC 0.34% of their portfolio BIRMINGHAM, AL 152,811152.8k $6.7m $6.7m 0.34% Reduced -1.2m -1,186,411
21 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 151,784151.8k $6.5m $6.5m 0.03% Reduced -28.4k -28,422
22 KLR INVESTMENT ADVISORS, LLC 3.80% of their portfolio PROVIDENCE, RI 108,280108.3k $4.6m $4.6m 3.80% First filing
23 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 107,355107.4k $4.6m $4.6m 0.03% Added +12.5k +12,504
24 David Kennon Inc 2.22% of their portfolio SARASOTA, FL 99,79899.8k $4.3m $4.3m 2.22% Added +2.5k +2,531
25 3D/L Capital Management, LLC 1.08% of their portfolio Hartford, CT 94,09094.1k $4.0m $4.0m 1.08% Reduced -28.8k -28,808
26 FIRST FOUNDATION ADVISORS 0.19% of their portfolio Irvine, CA 90,57890.6k $3.9m $3.9m 0.19% Added +38.3k +38,284
27 Regal Investment Advisors LLC 0.37% of their portfolio KENTWOOD, MI 89,16989.2k $3.8m $3.8m 0.37% Reduced -5.0k -4,957
28 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 88,10888.1k $3.8m $3.8m 0.01% Reduced -95.0k -95,000
29 Quantitative Advantage, LLC 0.56% of their portfolio MINNETONKA, MN 85,57285.6k $3.6m $3.6m 0.56% New
30 WealthPLAN Partners, LLC 0.24% of their portfolio OMAHA, NE 79,59279.6k $3.5m $3.5m 0.24% First filing
31 WealthPlan Investment Management, LLC 0.24% of their portfolio OMAHA, NE 79,59279.6k $3.5m $3.5m 0.24% Reduced -778 -778
32 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 78,06578.1k $3.3m $3.3m 0.01% First filing
33 COLTON GROOME FINANCIAL ADVISORS, LLC 1.56% of their portfolio ASHEVILLE, NC 74,51974.5k $3.2m $3.2m 1.56% Added +12.3k +12,344
34 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 73,89873.9k $3.2m $3.2m 0.00% Added +5.2k +5,206
35 Wade Financial Advisory, Inc 1.30% of their portfolio CAMPBELL, CA 67,32567.3k $2.9m $2.9m 1.30% Reduced -6 -6
36 My Legacy Advisors, LLC 1.06% of their portfolio BEND, OR 56,43556.4k $2.5m $2.5m 1.06% Reduced -2.3k -2,259
37 Financial Planning & Information Services, Inc. 0.51% of their portfolio DE PERE, WI 56,29956.3k $2.4m $2.4m 0.51% Reduced -3.9k -3,940
38 Composition Wealth, LLC 0.08% of their portfolio LOS ANGELES, CA 54,90954.9k $2.3m $2.3m 0.08% Reduced -776.9k -776,909
39 Mutual Advisors, LLC 0.10% of their portfolio OMAHA, NE 53,59553.6k $2.3m $2.3m 0.10% Added +2.9k +2,856
40 Truadvice, LLC 1.12% of their portfolio SARASOTA, FL 48,44948.4k $2.1m $2.1m 1.12% Added +8.3k +8,290
41 GPS Wealth Strategies Group, LLC 0.60% of their portfolio CENTENNIAL, CO 47,04447.0k $2.0m $2.0m 0.60% Added +6.4k +6,426
42 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 45,91645.9k $2.0m $2.0m 0.00% Added +6.5k +6,478
43 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 43,67343.7k $1.9m $1.9m 0.01% Reduced -7.3k -7,338
44 FLAGSHIP HARBOR ADVISORS, LLC 0.19% of their portfolio BOSTON, MA 42,52442.5k $1.8m $1.8m 0.19% Added +1.4k +1,439
45 Sharper & Granite LLC 1.15% of their portfolio EL SEGUNDO, CA 40,35540.4k $1.7m $1.7m 1.15% First filing
46 AJ WEALTH STRATEGIES, LLC 0.08% of their portfolio NEW YORK, NY 37,18437.2k $1.6m $1.6m 0.08% Reduced -1.6m -1,588,177
47 Bluespring Wealth Management, LLC 0.21% of their portfolio AUSTIN, TX 36,99437.0k $1.6m $1.6m 0.21% Reduced -27.6k -27,587
48 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 34,15934.2k $1.5m $1.5m 0.00% Reduced -893 -893
49 Future Financial Wealth Managment LLC 1.60% of their portfolio CINCINNATI, OH 33,04133.0k $1.4m $1.4m 1.60% Reduced -7.3k -7,342
50 Pacific Capital Wealth Advisors, Inc. 0.36% of their portfolio CORONA, CA 32,93732.9k $1.4m $1.4m 0.36% Reduced -7.8k -7,774
51 StrategIQ Financial Group, LLC 0.16% of their portfolio MERRILLVILLE, IN 31,92631.9k $1.4m $1.4m 0.16% Reduced -2.8k -2,797
52 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 30,81730.8k $1.3m $1.3m 0.02% Added +893 +893
53 Ford Financial Group, LLC 0.48% of their portfolio Fresno, CA 28,60228.6k $1.2m $1.2m 0.48% Reduced -2.7k -2,745
54 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 26,26126.3k $1.1m $1.1m 0.04% New
55 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 25,95025.9k $1.1m $1.1m 0.02% New
56 Centennial Wealth Advisory LLC 0.59% of their portfolio Traverse City, MI 24,80024.8k $1.1m $1.1m 0.59% Reduced -2.6k -2,611
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,09823.1k $985.1k $985.1k 0.00% Added +12.7k +12,720
58 Insight Advisors, LLC/ PA 0.31% of their portfolio Newtown, PA 20,39320.4k $874.1k $874.1k 0.31% Added +208 +208
59 Meridian Wealth Management, LLC 0.08% of their portfolio LEXINGTON, KY 19,68119.7k $839.4k $839.4k 0.08% Reduced -2.3k -2,270
60 Betterment LLC 0.00% of their portfolio NEW YORK, NY 18,95219.0k $808.0k $808.0k 0.00% Added +918 +918
61 Collaborative Wealth Managment Inc. 0.52% of their portfolio LAKE MARY, FL 18,66218.7k $795.9k $795.9k 0.52% Added +1.7k +1,714
62 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,65018.6k $795.0k $795.0k 0.00% Reduced -8.4k -8,352
63 Independent Wealth Network Inc. 0.54% of their portfolio URBANDALE, IA 18,63818.6k $794.9k $794.9k 0.54% Added +1.2k +1,242
64 BEACON FINANCIAL GROUP 0.11% of their portfolio DALLAS, TX 18,06618.1k $771.0k $771.0k 0.11% Reduced -163 -163
65 Institute for Wealth Management, LLC. 0.16% of their portfolio DENVER, CO 17,71317.7k $755.4k $755.4k 0.16% Added +11.3k +11,253
66 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 17,18017.2k $732.7k $732.7k 0.03% New
67 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 15,11015.1k $644.4k $644.4k 0.01% Added +1.2k +1,239
68 Walkner Condon Financial Advisors LLC 0.19% of their portfolio MADISON, WI 14,78414.8k $630.5k $630.5k 0.19% New
69 Intrua Financial, LLC 0.15% of their portfolio Houston, TX 14,17214.2k $627.8k $627.8k 0.15% Added +1.3k +1,261
70 Western Wealth Management, LLC 0.06% of their portfolio GOLDEN, CO 13,47113.5k $574.6k $574.6k 0.06% Reduced -5.6k -5,596
71 Pinnacle Financial Group, LLC / IL 0.40% of their portfolio WESTERN SPRINGS, IL 13,27013.3k $566.0k $566.0k 0.40% Reduced -1.6k -1,630
72 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 13,19513.2k $562.8k $562.8k 0.00% New
73 MARIPAU WEALTH MANAGEMENT LLC 0.56% of their portfolio FORT WAYNE, IN 12,16812.2k $539.0k $539.0k 0.56% Reduced -12 -12
74 Blue Zone Wealth Advisors, LLC 0.26% of their portfolio LOS ANGELES, CA 11,22111.2k $478.6k $478.6k 0.26% Reduced -2.6k -2,584
75 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% of their portfolio Westlake, OH 10,50810.5k $448.2k $448.2k 0.14% First filing
76 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,19010.2k $434.0k $434.0k 0.00% Reduced -847 -847
77 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 9,4329.4k $402.3k $402.3k 0.03% Reduced -606 -606
78 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,2659.3k $395.2k $395.2k 0.00% Added +2.8k +2,844
79 Fortitude Advisory Group L.L.C. 0.32% of their portfolio GIG HARBOR, WA 8,7098.7k $371.4k $371.4k 0.32% Reduced -89 -89
80 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 8,5608.6k $365.1k $365.1k 0.00% Reduced -997 -997
81 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,1408.1k $347.2k $347.2k 0.00% Reduced -1.3k -1,346
82 McNamara Financial Services, Inc. 0.09% of their portfolio MARSHFIELD, MA 7,8727.9k $335.7k $335.7k 0.09% Added +240 +240
83 B.O.S.S. Retirement Advisors, LLC 0.09% of their portfolio Lehi, UT 7,8027.8k $332.8k $332.8k 0.09% First filing
84 Claro Advisors Inc. 0.11% of their portfolio BOSTON, MA 7,7587.8k $330.9k $330.9k 0.11% New
85 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 7,5617.6k $322.5k $322.5k 0.02% Added +456 +456
86 Patriot Financial Group Insurance Agency, LLC 0.07% of their portfolio Westborough, MA 7,2697.3k $310.0k $310.0k 0.07% Reduced -1.7k -1,744
87 FIRETHORN WEALTH PARTNERS, LLC 0.24% of their portfolio AUGUSTA, GA 6,5986.6k $281.4k $281.4k 0.24% Reduced -19 -19
88 Meridian Financial Advisors, LLC 0.28% of their portfolio HOLLISTON, MA 6,2606.3k $267.0k $267.0k 0.28% Reduced -256 -256
89 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 5,9325.9k $253.0k $253.0k 0.02% Reduced -2.7k -2,711
90 GM Advisory Group, LLC 0.03% of their portfolio MELVILLE, NY 5,8345.8k $248.8k $248.8k 0.03% Reduced -2.8k -2,847
91 Bridge Advisory, LLC 0.10% of their portfolio PASADENA, CA 5,7475.7k $245.1k $245.1k 0.10% Reduced -772 -772
92 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 5,7355.7k $245.0k $245.0k 0.00% Reduced -785 -785
93 S.C. Financial Services, Inc. 0.37% of their portfolio SCOTTSDALE, AZ 5,6975.7k $243.0k $243.0k 0.37% Added +386 +386
94 Realta Investment Advisors 0.06% of their portfolio WILMINGTON, DE 5,5725.6k $237.6k $237.6k 0.06% Reduced -800 -800
95 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 5,3905.4k $229.9k $229.9k 0.02% Reduced -3.9k -3,877
96 NewSquare Capital LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 5,2905.3k $225.6k $225.6k 0.03% Added +200 +200
97 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 0.11% of their portfolio RALEIGH, NC 5,1725.2k $220.6k $220.6k 0.11% Reduced -817 -817
98 INSPIRION WEALTH ADVISORS, LLC 0.05% of their portfolio LIBERTYVILLE, IL 5,1205.1k $218.4k $218.4k 0.05% Reduced -1.1k -1,144
99 Camarda Financial Advisors, LLC 0.22% of their portfolio FLEMING ISLAND, FL 5,1035.1k $217.6k $217.6k 0.22% New
100 Wayfinding Financial, LLC 0.20% of their portfolio LYNNWOOD, WA 5,0785.1k $255.0k $255.0k 0.20% New