Vault-13

WISDOMTREE TR AGGY

YIELD ENHANCD US · ETP · CUSIP 97717X511

166 institutional holders -6 vs Q1 2025
15,977,81516.0m shares reported held*
$697.0mreported value*
9 new 61 added 70 reduced 17 sold out net sold ≈ $88.1m (-2.0m 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 ≈ $43.62. Options: 1 managers hold calls ($597.7k notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 140Q4 22: 146Q1 23: 134Q2 23: 148Q3 23: 153Q4 23: 158Q1 24: 154Q2 24: 152Q3 24: 153Q4 24: 163Q1 25: 172Q2 25: 166166Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022140
Q4 2022146
Q1 2023134
Q2 2023148
Q3 2023153
Q4 2023158
Q1 2024154
Q2 2024152
Q3 2024153
Q4 2024163
Q1 2025172
Q2 2025166

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 75 bought or addedQ3 23: 67 cut or sold outQ4 23: 74 bought or addedQ4 23: 73 cut or sold outQ4 23Q1 24: 80 bought or addedQ1 24: 73 cut or sold outQ2 24: 80 bought or addedQ2 24: 68 cut or sold outQ2 24Q3 24: 93 bought or addedQ3 24: 61 cut or sold outQ4 24: 89 bought or addedQ4 24: 58 cut or sold outQ4 24Q1 25: 82 bought or addedQ1 25: 86 cut or sold outQ2 25: 70 bought or addedQ2 25: 87 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237567
Q4 20237473
Q1 20248073
Q2 20248068
Q3 20249361
Q4 20248958
Q1 20258286
Q2 20257087

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ3 24 calls: $107.3kQ3 24 puts: $0Q3 24P/C 0.00Q4 24 calls: $38.6kQ4 24 puts: $399.2kQ4 24P/C 10.33Q1 25 calls: $525.5kQ1 25 puts: $0Q1 25P/C 0.00Q2 25 calls: $597.7kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$107.3k$00.00
Q4 2024$38.6k$399.2k10.33
Q1 2025$525.5k$00.00
Q2 2025$597.7k$00.00

Biggest buyers

CITIZENS FINANCIAL GROUP INC/RI New +234,249+234.2k
Vestmark Advisory Solutions, Inc. Added +137,430+137.4k
UBS Group AG Added +65,885+65.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +62,504+62.5k
JANE STREET GROUP, LLC Added +46,004+46.0k
Symphony Financial, Ltd. Co. New +38,088+38.1k
RAYMOND JAMES FINANCIAL INC Added +37,482+37.5k
MERCER GLOBAL ADVISORS INC /ADV Added +30,253+30.3k
KESTRA PRIVATE WEALTH SERVICES, LLC Added +28,438+28.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +13,924+13.9k

Biggest sellers

Trilogy Capital Inc. Reduced -829,494-829.5k
BANK OF AMERICA CORP /DE/ Reduced -664,320-664.3k
JPMORGAN CHASE & CO Reduced -279,591-279.6k
INVENIO WEALTH PARTNERS LLC Sold out -255,249-255.2k
MORGAN STANLEY Reduced -158,851-158.9k
Private Advisor Group, LLC Reduced -100,876-100.9k
Bluespring Wealth Management, LLC Reduced -84,349-84.3k
CITADEL ADVISORS LLC Reduced -47,136-47.1k
Mariner, LLC Sold out -44,528-44.5k
Goldstone Financial Group, LLC Reduced -31,109-31.1k

Biggest calls

CITADEL ADVISORS LLC Added $597.7k13.7k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,181,6452.2m $95.2m $95.2m 0.01% Reduced -664.3k -664,320
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,224,5881.2m $53.4m $53.4m 0.02% Reduced -11.7k -11,663
3 CWM, LLC 0.18% of their portfolio OMAHA, NE 1,180,3561.2m $51.5m $51.5m 0.18% Reduced -2.5k -2,481
4 MERCER GLOBAL ADVISORS INC /ADV 0.09% of their portfolio DENVER, CO 870,086870.1k $38.0m $38.0m 0.09% Added +30.3k +30,253
5 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 860,301860.3k $37.5m $37.5m 0.05% Reduced -1.7k -1,679
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 655,690655.7k $28.6m $28.6m 0.01% Reduced -12.8k -12,750
7 Savant Capital, LLC 0.20% of their portfolio ROCKFORD, IL 631,767631.8k $27.6m $27.6m 0.20% Reduced -31.1k -31,091
8 Prestige Wealth Management Group LLC 5.59% of their portfolio FLEMINGTON, NJ 628,018628.0k $27.4m $27.4m 5.59% Reduced -25.5k -25,498
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 473,969474.0k $20.7m $20.7m 0.00% Added +65.9k +65,885
10 SimpliFi, Inc. 8.45% of their portfolio SAN DIEGO, CA 439,659439.7k $19.2m $19.2m 8.45% Added +2.3k +2,313
11 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 394,718394.7k $17.2m $17.2m 0.09% Reduced -100.9k -100,876
12 FIRST FOUNDATION ADVISORS 0.56% of their portfolio Irvine, CA 343,803343.8k $15.0m $15.0m 0.56% Reduced -14.7k -14,742
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 274,550274.6k $12.0m $12.0m 0.00% Reduced -5.6k -5,626
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 258,846258.8k $11.3m $11.3m 0.00% Added +37.5k +37,482
15 Atria Investments, Inc 0.13% of their portfolio Charlotte, NC 250,464250.5k $10.9m $10.9m 0.13% Reduced -15.1k -15,106
16 CITIZENS FINANCIAL GROUP INC/RI 0.16% of their portfolio PROVIDENCE, RI 234,249234.2k $10.2m $10.2m 0.16% New
17 Vestmark Advisory Solutions, Inc. 0.14% of their portfolio Wakefield, MA 229,136229.1k $10.0m $10.0m 0.14% Added +137.4k +137,430
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 221,181221.2k $9.7m $9.7m 0.00% Reduced -158.9k -158,851
19 Smartleaf Asset Management LLC 0.83% of their portfolio BOSTON, MA 217,729217.7k $9.5m $9.5m 0.83% Added +7.4k +7,398
20 Grey Ledge Advisors, LLC 2.25% of their portfolio GUILFORD, CT 210,917210.9k $9.2m $9.2m 2.25% Added +4.1k +4,075
21 HOWARD BAILEY SECURITIES, LLC 2.82% of their portfolio FORT WAYNE, IN 209,432209.4k $9.1m $9.1m 2.82% Added +10.1k +10,095
22 Insight Advisors, LLC/ PA 1.39% of their portfolio Newtown, PA 198,118198.1k $8.6m $8.6m 1.39% Reduced -9.5k -9,490
23 KESTRA PRIVATE WEALTH SERVICES, LLC 0.11% of their portfolio AUSTIN, TX 168,606168.6k $7.4m $7.4m 0.11% Added +28.4k +28,438
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 163,670163.7k $7.1m $7.1m 0.00% Reduced -279.6k -279,591
25 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 153,283153.3k $6.7m $6.7m 0.01% Added +13.9k +13,924
26 Waverly Advisors, LLC 0.07% of their portfolio BIRMINGHAM, AL 144,280144.3k $6.3m $6.3m 0.07% Added +4.9k +4,860
27 Defined Financial Planning LLC 5.28% of their portfolio SAN RAFAEL, CA 137,948137.9k $5.9m $5.9m 5.28% Reduced -22.9k -22,888
28 RFG Advisory, LLC 0.14% of their portfolio BIRMINGHAM, AL 133,128133.1k $5.8m $5.8m 0.14% Added +7.2k +7,211
29 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 130,963131.0k $5.7m $5.7m 0.01% Reduced -3.2k -3,238
30 Trilogy Capital Inc. 0.24% of their portfolio IRVINE, CA 112,699112.7k $4.9m $4.9m 0.24% Reduced -829.5k -829,494
31 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 112,502112.5k $4.9m $4.9m 0.01% Added +46.0k +46,004
32 Freedom Investment Management, Inc. 0.37% of their portfolio SOUTH WINDSOR, CT 107,436107.4k $4.7m $4.7m 0.37% Reduced -7.4k -7,410
33 Oxinas Partners, LLC 2.16% of their portfolio JEFFERSONVILLE, IN 96,34396.3k $4.2m $4.2m 2.16% Added +2.5k +2,450
34 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 95,64195.6k $4.2m $4.2m 0.01% Reduced -10.2k -10,237
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 89,49689.5k $3.9m $3.9m 0.01% Added +62.5k +62,504
36 LANARK FINANCIAL, INC. 0.29% of their portfolio BIRMINGHAM, AL 81,53181.5k $3.6m $3.6m 0.29% Added +2.1k +2,107
37 BEACON FINANCIAL GROUP 0.36% of their portfolio DALLAS, TX 79,63579.6k $3.5m $3.5m 0.36% Reduced -16.0k -15,966
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 78,84478.8k $3.4m $3.4m 0.00% Reduced -5.0k -5,007
39 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 77,17077.2k $3.4m $3.4m 0.01% Added +2.5k +2,489
40 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 74,44674.4k $3.2m $3.2m 0.01% Reduced -988 -988
41 AMERICAN FINANCIAL & TAX STRATEGIES INC 1.44% of their portfolio NEW YORK, NY 63,86663.9k $2.8m $2.8m 1.44% Reduced -3.6k -3,619
42 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 63,67763.7k $2.8m $2.8m 0.01% Added +7.9k +7,865
43 Ascentis Independent Advisors 0.51% of their portfolio DALLAS, TX 62,91262.9k $2.7m $2.7m 0.51% Reduced -3.7k -3,677
44 WealthPlan Investment Management, LLC 0.20% of their portfolio OMAHA, NE 62,23762.2k $2.7m $2.7m 0.20% Reduced -405 -405
45 Bison Wealth, LLC 0.18% of their portfolio ATLANTA, GA 53,26953.3k $2.3m $2.3m 0.18% Reduced -9.4k -9,441
46 Golden State Wealth Management, LLC 0.28% of their portfolio SANTA ANA, CA 52,48952.5k $2.3m $2.3m 0.28% Reduced -1.7k -1,668
47 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 50,50850.5k $2.2m $2.2m 0.04% Added +10.0k +9,984
48 NorthCrest Asset Manangement, LLC 0.06% of their portfolio PLYMOUTH, MN 48,96649.0k $2.1m $2.1m 0.06% Added +461 +461
49 Sharper & Granite LLC 0.80% of their portfolio EL SEGUNDO, CA 48,17748.2k $2.1m $2.1m 0.80% Reduced -700 -700
50 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.03% of their portfolio MINNEAPOLIS, MN 46,22246.2k $2.0m $2.0m 0.03% Added +12.1k +12,142
51 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 45,77945.8k $2.0m $2.0m 0.01% Added +5.3k +5,267
52 Symphony Financial, Ltd. Co. 0.22% of their portfolio HOUSTON, TX 38,08838.1k $1.7m $1.7m 0.22% New
53 JT Stratford LLC 0.24% of their portfolio GAINESVILLE, GA 35,91235.9k $1.6m $1.6m 0.24% Reduced -3.2k -3,182
54 Betterment LLC 0.00% of their portfolio NEW YORK, NY 34,06134.1k $1.5m $1.5m 0.00% Added +559 +559
55 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 34,05534.1k $1.5m $1.5m 0.01% Reduced -4.1k -4,075
56 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 33,93633.9k $1.5m $1.5m 0.00% Reduced -47.1k -47,136
57 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 33,42133.4k $1.5m $1.5m 0.00% Added +644 +644
58 SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio CHICAGO, IL 32,88132.9k $1.4m $1.4m 0.02% Added +517 +517
59 Independent Wealth Network Inc. 0.49% of their portfolio URBANDALE, IA 30,97331.0k $1.4m $1.4m 0.49% Added +276 +276
60 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 30,92030.9k $1.3m $1.3m 0.03% Added +3.1k +3,147
61 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 28,31728.3k $1.2m $1.2m 0.01% Reduced -876 -876
62 INTEGRITY ALLIANCE, LLC. 0.07% of their portfolio Urbandale, IA 27,97928.0k $1.2m $1.2m 0.07% Reduced -3.0k -3,043
63 David Kennon Inc 0.42% of their portfolio SARASOTA, FL 25,96026.0k $1.1m $1.1m 0.42% Reduced -313 -313
64 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 22,42522.4k $978.4k $978.4k 0.01% Reduced -2.2k -2,203
65 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 21,44521.4k $931.4k $931.4k 0.00% Added +6.5k +6,485
66 Goldstone Financial Group, LLC 0.12% of their portfolio OAKBROOK TERRACE, IL 21,26521.3k $924.9k $924.9k 0.12% Reduced -31.1k -31,109
67 Worth Asset Management, LLC 0.43% of their portfolio DALLAS, TX 20,20620.2k $881.6k $881.6k 0.43% Added +6.5k +6,452
68 Beacon Financial Advisory LLC 0.22% of their portfolio CLEVELAND, OH 19,15919.2k $835.9k $835.9k 0.22% Reduced -6.2k -6,202
69 My Legacy Advisors, LLC 0.29% of their portfolio BEND, OR 18,94818.9k $823.3k $823.3k 0.29% Reduced -1.7k -1,741
70 Schwallier Wealth Management LLC 0.50% of their portfolio GRAND RAPIDS, MI 18,75118.8k $818.1k $818.1k 0.50% Reduced -29.5k -29,537
71 Barnes Wealth Management Group, Inc 0.47% of their portfolio Bakersfield, CA 18,07818.1k $788.7k $788.7k 0.47% Added +262 +262
72 Trinity Wealth Management, LLC 0.31% of their portfolio BERWYN, PA 17,90417.9k $781.2k $781.2k 0.31% Added +239 +239
73 Empirical Asset Management, LLC 0.24% of their portfolio WELLESLEY, MA 17,59117.6k $767.5k $767.5k 0.24% Added +3.7k +3,683
74 Diversify Advisory Services, LLC 0.03% of their portfolio SANDY, UT 16,94816.9k $740.3k $740.3k 0.03% Added +752 +752
75 WEBSTER BANK, N. A. 0.08% of their portfolio WATERBURY, CT 16,91116.9k $737.8k $737.8k 0.08% Unchanged
76 Winch Advisory Services, LLC 0.17% of their portfolio Appleton, WI 16,18116.2k $706.0k $706.0k 0.17% Reduced -1.2k -1,243
77 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 15,96016.0k $696.3k $696.3k 0.02% Reduced -1.9k -1,949
78 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 15,63315.6k $682.0k $682.0k 0.01% Reduced -3.8k -3,825
79 Simplicity Wealth,LLC 0.03% of their portfolio SUMMIT, NJ 15,43015.4k $673.2k $673.2k 0.03% Added +10.8k +10,800
80 SFE Investment Counsel 0.12% of their portfolio LOS ANGELES, CA 15,09115.1k $658.4k $658.4k 0.12% Reduced -12.8k -12,843
81 Pinnacle Financial Group, LLC / IL 0.20% of their portfolio WESTERN SPRINGS, IL 14,01114.0k $611.3k $611.3k 0.20% Unchanged
82 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 13,81713.8k $602.8k $602.8k 0.01% First filing
83 Gateway Wealth Partners, LLC 0.11% of their portfolio APPLETON, WI 13,74813.7k $599.8k $599.8k 0.11% Added +1.1k +1,054
84 Institute for Wealth Management, LLC. 0.07% of their portfolio DENVER, CO 13,35113.4k $582.5k $582.5k 0.07% Added +149 +149
85 Capstone Financial Advisors, Inc. 0.03% of their portfolio DOWNERS GROVE, IL 12,97613.0k $566.1k $566.1k 0.03% Added +21 +21
86 McNamara Financial Services, Inc. 0.11% of their portfolio MARSHFIELD, MA 12,75912.8k $556.7k $556.7k 0.11% Added +5.7k +5,749
87 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 12,54912.5k $547.5k $547.5k 0.01% Reduced -479 -479
88 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 12,50312.5k $545.5k $545.5k 0.01% Added +6.7k +6,714
89 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 12,23112.2k $533.6k $533.6k 0.03% Reduced -201 -201
90 SMI Advisory Services, LLC 0.10% of their portfolio COLUMBUS, IN 12,08112.1k $521.4k $521.4k 0.10% Added +783 +783
91 NewSquare Capital LLC 0.04% of their portfolio NEWTOWN SQUARE, PA 11,68211.7k $509.7k $509.7k 0.04% Added +346 +346
92 Patriot Financial Group Insurance Agency, LLC 0.06% of their portfolio Westborough, MA 11,65011.7k $508.3k $508.3k 0.06% Reduced -310 -310
93 LEUTHOLD GROUP, LLC 0.06% of their portfolio MINNEAPOLIS, MN 10,93210.9k $477.0k $477.0k 0.06% New
94 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 10,35210.4k $451.6k $451.6k 0.00% Reduced -3.4k -3,411
95 Larson Financial Group LLC 0.02% of their portfolio ST LOUIS, MO 10,19010.2k $444.6k $444.6k 0.02% Added +11 +11
96 JAMES INVESTMENT RESEARCH, INC. 0.05% of their portfolio ALPHA, OH 9,7769.8k $426.5k $426.5k 0.05% Added +492 +492
97 ORG Partners LLC 0.09% of their portfolio ROANOKE, IN 9,7679.8k $426.2k $426.2k 0.09% Added +3.6k +3,649
98 ALTERNA WEALTH MANAGEMENT, INC 0.32% of their portfolio HOUSTON, TX 9,1279.1k $398.2k $398.2k 0.32% Reduced -313 -313
99 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 8,9188.9k $389.1k $389.1k 0.00% Reduced -2.4k -2,428
100 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,8868.9k $387.7k $387.7k 0.01% Reduced -670 -670