Vault-13

WISDOMTREE TR AGGY

YIELD ENHANCD US · ETP · CUSIP 97717X511

161 institutional holders -5 vs Q2 2025
15,204,00415.2m shares reported held*
$673.0mreported value*
16 new 73 added 53 reduced 15 sold out net sold ≈ $31.3m (-707.2k 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 ≈ $44.27.

Trends to Q3 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: 166Q3 25: 161161Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025161

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 74 bought or addedQ4 23: 73 cut or sold outQ1 24: 80 bought or addedQ1 24: 73 cut or sold outQ1 24Q2 24: 80 bought or addedQ2 24: 68 cut or sold outQ3 24: 93 bought or addedQ3 24: 61 cut or sold outQ3 24Q4 24: 89 bought or addedQ4 24: 58 cut or sold outQ1 25: 82 bought or addedQ1 25: 86 cut or sold outQ1 25Q2 25: 70 bought or addedQ2 25: 87 cut or sold outQ3 25: 89 bought or addedQ3 25: 68 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20237473
Q1 20248073
Q2 20248068
Q3 20249361
Q4 20248958
Q1 20258286
Q2 20257087
Q3 20258968

Calls vs puts

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

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

Biggest buyers

MERCER GLOBAL ADVISORS INC /ADV Added +290,513+290.5k
JPMORGAN CHASE & CO Added +62,838+62.8k
Sanctuary Advisors, LLC Added +46,970+47.0k
BANK OF AMERICA CORP /DE/ Added +41,426+41.4k
CWM, LLC Added +35,958+36.0k
KESTRA PRIVATE WEALTH SERVICES, LLC Added +35,252+35.3k
UBS Group AG Added +34,005+34.0k
LPL Financial LLC Added +31,863+31.9k
HOWARD BAILEY SECURITIES, LLC Added +31,305+31.3k
WELLS FARGO & COMPANY/MN Added +28,036+28.0k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -584,334-584.3k
SimpliFi, Inc. Sold out -439,659-439.7k
Vestmark Advisory Solutions, Inc. Reduced -88,611-88.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -74,028-74.0k
BEACON FINANCIAL GROUP Reduced -62,977-63.0k
Bison Wealth, LLC Sold out -53,269-53.3k
Trilogy Capital Inc. Reduced -45,270-45.3k
HighTower Advisors, LLC Reduced -44,531-44.5k
Freedom Investment Management, Inc. Reduced -33,171-33.2k
JANE STREET GROUP, LLC Reduced -32,627-32.6k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,223,0712.2m $98.4m $98.4m 0.01% Added +41.4k +41,426
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,256,4511.3m $55.6m $55.6m 0.02% Added +31.9k +31,863
3 CWM, LLC 0.16% of their portfolio OMAHA, NE 1,216,3141.2m $53.8m $53.8m 0.16% Added +36.0k +35,958
4 MERCER GLOBAL ADVISORS INC /ADV 0.09% of their portfolio DENVER, CO 1,160,5991.2m $51.4m $51.4m 0.09% Added +290.5k +290,513
5 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 815,770815.8k $36.1m $36.1m 0.04% Reduced -44.5k -44,531
6 Prestige Wealth Management Group LLC 5.42% of their portfolio FLEMINGTON, NJ 634,574634.6k $28.1m $28.1m 5.42% Added +6.6k +6,556
7 Savant Capital, LLC 0.16% of their portfolio ROCKFORD, IL 613,381613.4k $27.2m $27.2m 0.16% Reduced -18.4k -18,386
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 507,974508.0k $22.5m $22.5m 0.00% Added +34.0k +34,005
9 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 395,709395.7k $17.5m $17.5m 0.09% Added +991 +991
10 FIRST FOUNDATION ADVISORS 0.55% of their portfolio Irvine, CA 333,376333.4k $14.8m $14.8m 0.55% Reduced -10.4k -10,427
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 277,971278.0k $12.3m $12.3m 0.00% Added +3.4k +3,421
12 Atria Investments, Inc 0.14% of their portfolio Charlotte, NC 275,102275.1k $12.2m $12.2m 0.14% Added +24.6k +24,638
13 HOWARD BAILEY SECURITIES, LLC 3.03% of their portfolio FORT WAYNE, IN 240,737240.7k $10.7m $10.7m 3.03% Added +31.3k +31,305
14 CITIZENS FINANCIAL GROUP INC/RI 0.14% of their portfolio PROVIDENCE, RI 238,771238.8k $10.6m $10.6m 0.14% Added +4.5k +4,522
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 237,483237.5k $10.5m $10.5m 0.00% Reduced -21.4k -21,363
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 235,880235.9k $10.4m $10.4m 0.00% Added +14.7k +14,699
17 Grey Ledge Advisors, LLC 2.27% of their portfolio GUILFORD, CT 226,627226.6k $10.0m $10.0m 2.27% Added +15.7k +15,710
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 226,508226.5k $10.0m $10.0m 0.00% Added +62.8k +62,838
19 Smartleaf Asset Management LLC 0.62% of their portfolio BOSTON, MA 226,080226.1k $10.0m $10.0m 0.62% Added +8.4k +8,351
20 KESTRA PRIVATE WEALTH SERVICES, LLC 0.12% of their portfolio AUSTIN, TX 203,858203.9k $9.0m $9.0m 0.12% Added +35.3k +35,252
21 Insight Advisors, LLC/ PA 1.35% of their portfolio Newtown, PA 198,987199.0k $8.8m $8.8m 1.35% Added +869 +869
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 170,861170.9k $7.6m $7.6m 0.01% Added +17.6k +17,578
23 Waverly Advisors, LLC 0.07% of their portfolio BIRMINGHAM, AL 164,666164.7k $7.3m $7.3m 0.07% Added +20.4k +20,386
24 Defined Financial Planning LLC 5.58% of their portfolio SAN RAFAEL, CA 152,014152.0k $6.7m $6.7m 5.58% Added +14.1k +14,066
25 Vestmark Advisory Solutions, Inc. 0.12% of their portfolio Wakefield, MA 140,525140.5k $6.2m $6.2m 0.12% Reduced -88.6k -88,611
26 RFG Advisory, LLC 0.13% of their portfolio BIRMINGHAM, AL 136,913136.9k $6.1m $6.1m 0.13% Added +3.8k +3,785
27 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 129,703129.7k $5.7m $5.7m 0.01% Reduced -1.3k -1,260
28 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 106,880106.9k $4.7m $4.7m 0.00% Added +28.0k +28,036
29 Oxinas Partners, LLC 2.43% of their portfolio JEFFERSONVILLE, IN 102,406102.4k $4.5m $4.5m 2.43% Added +6.1k +6,063
30 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 101,134101.1k $4.5m $4.5m 0.01% Added +5.5k +5,493
31 LANARK FINANCIAL, INC. 0.29% of their portfolio BIRMINGHAM, AL 84,64984.6k $3.7m $3.7m 0.29% Added +3.1k +3,118
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 79,87579.9k $3.5m $3.5m 0.00% Reduced -32.6k -32,627
33 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 77,80977.8k $3.4m $3.4m 0.01% Added +3.4k +3,363
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 75,81975.8k $3.3m $3.3m 0.00% Reduced -1.4k -1,351
35 Freedom Investment Management, Inc. 0.87% of their portfolio SOUTH WINDSOR, CT 74,26574.3k $3.3m $3.3m 0.87% Reduced -33.2k -33,171
36 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 71,35671.4k $3.2m $3.2m 0.00% Reduced -584.3k -584,334
37 Ascentis Independent Advisors 0.53% of their portfolio DALLAS, TX 70,91070.9k $3.1m $3.1m 0.53% Added +8.0k +7,998
38 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 69,39569.4k $3.0m $3.0m 0.01% Added +47.0k +46,970
39 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 68,14568.1k $3.0m $3.0m 0.01% Added +4.5k +4,468
40 Trilogy Capital Inc. 0.14% of their portfolio IRVINE, CA 67,42967.4k $3.0m $3.0m 0.14% Reduced -45.3k -45,270
41 WealthPlan Investment Management, LLC 0.19% of their portfolio OMAHA, NE 63,66463.7k $2.8m $2.8m 0.19% Added +1.4k +1,427
42 AMERICAN FINANCIAL & TAX STRATEGIES INC 1.39% of their portfolio NEW YORK, NY 62,95263.0k $2.8m $2.8m 1.39% Reduced -914 -914
43 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 59,83459.8k $2.6m $2.6m 0.01% Added +14.1k +14,055
44 Golden State Wealth Management, LLC 0.26% of their portfolio SANTA ANA, CA 53,71353.7k $2.4m $2.4m 0.26% Added +1.2k +1,224
45 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.04% of their portfolio MINNEAPOLIS, MN 50,36050.4k $2.2m $2.2m 0.04% Added +4.1k +4,138
46 NorthCrest Asset Manangement, LLC 0.05% of their portfolio PLYMOUTH, MN 49,76249.8k $2.2m $2.2m 0.05% Added +796 +796
47 Sharper & Granite LLC 0.77% of their portfolio EL SEGUNDO, CA 48,69748.7k $2.2m $2.2m 0.77% Added +520 +520
48 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 43,75143.8k $1.9m $1.9m 0.03% Reduced -6.8k -6,757
49 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 39,94939.9k $1.8m $1.8m 0.04% Added +9.0k +9,029
50 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 37,91437.9k $1.7m $1.7m 0.01% Added +3.9k +3,859
51 Betterment LLC 0.00% of their portfolio NEW YORK, NY 34,75934.8k $1.5m $1.5m 0.00% Added +698 +698
52 Independent Wealth Network Inc. 0.49% of their portfolio URBANDALE, IA 34,16434.2k $1.5m $1.5m 0.49% Added +3.2k +3,191
53 JT Stratford LLC 0.19% of their portfolio GAINESVILLE, GA 32,63532.6k $1.4m $1.4m 0.19% Reduced -3.3k -3,277
54 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 32,55632.6k $1.4m $1.4m 0.00% Reduced -865 -865
55 SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio CHICAGO, IL 32,30132.3k $1.4m $1.4m 0.02% Reduced -580 -580
56 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 30,28330.3k $1.3m $1.3m 0.00% Reduced -3.7k -3,653
57 Symphony Financial, Ltd. Co. 0.16% of their portfolio HOUSTON, TX 29,36929.4k $1.3m $1.3m 0.16% Reduced -8.7k -8,719
58 David Kennon Inc 0.41% of their portfolio SARASOTA, FL 25,88725.9k $1.1m $1.1m 0.41% Reduced -73 -73
59 INTEGRITY ALLIANCE, LLC. 0.05% of their portfolio Urbandale, IA 25,33425.3k $1.1m $1.1m 0.05% Reduced -2.6k -2,645
60 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 21,91021.9k $970.0k $970.0k 0.01% New
61 Goldstone Financial Group, LLC 0.11% of their portfolio OAKBROOK TERRACE, IL 21,60821.6k $956.6k $956.6k 0.11% Added +343 +343
62 Diversify Advisory Services, LLC 0.03% of their portfolio SANDY, UT 20,74820.7k $916.7k $916.7k 0.03% Added +3.8k +3,800
63 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 20,64820.6k $910.2k $910.2k 0.00% Reduced -797 -797
64 Empirical Asset Management, LLC 0.24% of their portfolio WELLESLEY, MA 19,45919.5k $861.5k $861.5k 0.24% Added +1.9k +1,868
65 Barnes Wealth Management Group, Inc 0.47% of their portfolio Bakersfield, CA 19,41019.4k $859.3k $859.3k 0.47% Added +1.3k +1,332
66 Gateway Wealth Partners, LLC 0.11% of their portfolio APPLETON, WI 18,49218.5k $818.6k $818.6k 0.11% Added +4.7k +4,744
67 Winch Advisory Services, LLC 0.18% of their portfolio Appleton, WI 18,23218.2k $807.1k $807.1k 0.18% Added +2.1k +2,051
68 Trinity Wealth Management, LLC 0.30% of their portfolio BERWYN, PA 17,83317.8k $789.5k $789.5k 0.30% Reduced -71 -71
69 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 16,98217.0k $751.8k $751.8k 0.00% Added +6.6k +6,630
70 WEBSTER BANK, N. A. 0.07% of their portfolio WATERBURY, CT 16,91116.9k $748.6k $748.6k 0.07% Unchanged
71 BEACON FINANCIAL GROUP 0.07% of their portfolio DALLAS, TX 16,65816.7k $737.5k $737.5k 0.07% Reduced -63.0k -62,977
72 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 15,98916.0k $708.0k $708.0k 0.01% Added +356 +356
73 Beacon Financial Advisory LLC 0.16% of their portfolio CLEVELAND, OH 15,93815.9k $705.6k $705.6k 0.16% Reduced -3.2k -3,221
74 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 15,53615.5k $687.8k $687.8k 0.02% Reduced -424 -424
75 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,46815.5k $684.8k $684.8k 0.00% Reduced -74.0k -74,028
76 Pinnacle Financial Group, LLC / IL 0.19% of their portfolio WESTERN SPRINGS, IL 14,43914.4k $639.2k $639.2k 0.19% Added +428 +428
77 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 13,82113.8k $611.9k $611.9k 0.01% Added +4 +4
78 Institute for Wealth Management, LLC. 0.06% of their portfolio DENVER, CO 13,43713.4k $594.9k $594.9k 0.06% Added +86 +86
79 Capstone Financial Advisors, Inc. 0.03% of their portfolio DOWNERS GROVE, IL 12,97613.0k $574.4k $574.4k 0.03% Unchanged
80 McNamara Financial Services, Inc. 0.11% of their portfolio MARSHFIELD, MA 12,76512.8k $565.1k $565.1k 0.11% Added +6 +6
81 NewSquare Capital LLC 0.04% of their portfolio NEWTOWN SQUARE, PA 12,54812.5k $555.5k $555.5k 0.04% Added +866 +866
82 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 12,31912.3k $545.4k $545.4k 0.03% Added +88 +88
83 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 11,95712.0k $529.3k $529.3k 0.01% Reduced -592 -592
84 Worth Asset Management, LLC 0.24% of their portfolio DALLAS, TX 11,82611.8k $523.5k $523.5k 0.24% Reduced -8.4k -8,380
85 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 11,22811.2k $497.1k $497.1k 0.01% Added +4.0k +4,022
86 JAMES INVESTMENT RESEARCH, INC. 0.05% of their portfolio ALPHA, OH 11,20611.2k $496.1k $496.1k 0.05% Added +1.4k +1,430
87 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 10,32910.3k $457.2k $457.2k 0.01% Added +2.8k +2,771
88 Larson Financial Group LLC 0.02% of their portfolio ST LOUIS, MO 10,04610.0k $444.8k $444.8k 0.02% Reduced -144 -144
89 Lionshead Wealth Management, LLC 0.34% of their portfolio New York, NY 9,7729.8k $432.6k $432.6k 0.34% Added +3.1k +3,060
90 SFE Investment Counsel 0.07% of their portfolio LOS ANGELES, CA 9,6399.6k $426.7k $426.7k 0.07% Reduced -5.5k -5,452
91 ORG Partners LLC 0.07% of their portfolio ROANOKE, IN 9,2309.2k $408.6k $408.6k 0.07% Reduced -537 -537
92 REAP Financial Group, LLC 0.09% of their portfolio AUSTIN, TX 9,0789.1k $401.9k $401.9k 0.09% Added +382 +382
93 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,4738.5k $375.1k $375.1k 0.01% Reduced -413 -413
94 ALTERNA WEALTH MANAGEMENT, INC 0.31% of their portfolio HOUSTON, TX 8,4468.4k $373.9k $373.9k 0.31% Reduced -681 -681
95 CVA Family Office, LLC 0.04% of their portfolio DENVER, CO 7,8957.9k $349.5k $349.5k 0.04% Unchanged
96 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 7,5377.5k $333.6k $333.6k 0.00% Reduced -1.4k -1,381
97 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 7,4447.4k $329.5k $329.5k 0.02% Reduced -8.0k -7,986
98 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 7,4427.4k $329.5k $329.5k 0.01% Reduced -215 -215
99 Bluespring Wealth Management, LLC 0.03% of their portfolio AUSTIN, TX 7,2907.3k $322.7k $322.7k 0.03% Unchanged
100 SMI Advisory Services, LLC 0.06% of their portfolio COLUMBUS, IN 7,0417.0k $312.1k $312.1k 0.06% Reduced -5.0k -5,040