Vault-13

WISDOMTREE TR AGGY

YIELD ENHANCD US · ETP · CUSIP 97717X511

170 institutional holders +9 vs Q3 2025
15,721,72515.7m shares reported held*
$692.6mreported value*
15 new 71 added 50 reduced 12 sold out net bought ≈ $17.4m (+395.0k 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 ($218.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.05.

Trends to Q4 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: 161Q4 25: 170170Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025170

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 89 bought or addedQ3 25: 68 cut or sold outQ4 25: 86 bought or addedQ4 25: 62 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20248073
Q2 20248068
Q3 20249361
Q4 20248958
Q1 20258286
Q2 20257087
Q3 20258968
Q4 20258662

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ1 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 —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$525.5k$00.00
Q2 2025$597.7k$00.00
Q3 2025$0$0—
Q4 2025$0$0—

Biggest buyers

LPL Financial LLC Added +220,807+220.8k
WealthPlan Investment Management, LLC Added +176,654+176.7k
MERCER GLOBAL ADVISORS INC /ADV Added +151,517+151.5k
Merit Financial Group, LLC New +132,237+132.2k
Mariner, LLC New +130,350+130.3k
BANK OF AMERICA CORP /DE/ Added +105,735+105.7k
OPTIMA CAPITAL LLC New +97,744+97.7k
Cetera Investment Advisers Added +50,396+50.4k
UBS Group AG Added +32,535+32.5k
Grey Ledge Advisors, LLC Added +31,767+31.8k

Biggest sellers

HOWARD BAILEY SECURITIES, LLC Reduced -217,331-217.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -164,507-164.5k
Waverly Advisors, LLC Reduced -153,939-153.9k
JPMORGAN CHASE & CO Reduced -120,125-120.1k
HighTower Advisors, LLC Reduced -106,018-106.0k
JANE STREET GROUP, LLC Sold out -79,875-79.9k
Sanctuary Advisors, LLC Reduced -41,968-42.0k
Ascentis Independent Advisors Reduced -31,058-31.1k
CITADEL ADVISORS LLC Reduced -24,992-25.0k
FIRST FOUNDATION ADVISORS Reduced -23,241-23.2k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,328,8062.3m $102.6m $102.6m 0.01% Added +105.7k +105,735
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,477,2581.5m $65.1m $65.1m 0.02% Added +220.8k +220,807
3 MERCER GLOBAL ADVISORS INC /ADV 0.09% of their portfolio DENVER, CO 1,312,1161.3m $57.8m $57.8m 0.09% Added +151.5k +151,517
4 CWM, LLC 0.15% of their portfolio OMAHA, NE 1,237,2681.2m $54.5m $54.5m 0.15% Added +21.0k +20,954
5 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 709,752709.8k $31.3m $31.3m 0.03% Reduced -106.0k -106,018
6 Prestige Wealth Management Group LLC 5.33% of their portfolio FLEMINGTON, NJ 634,661634.7k $28.0m $28.0m 5.33% Added +87 +87
7 Savant Capital, LLC 0.15% of their portfolio ROCKFORD, IL 597,285597.3k $26.3m $26.3m 0.15% Reduced -16.1k -16,096
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 540,509540.5k $23.8m $23.8m 0.00% Added +32.5k +32,535
9 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 413,202413.2k $18.2m $18.2m 0.09% Added +17.5k +17,493
10 FIRST FOUNDATION ADVISORS 0.51% of their portfolio Irvine, CA 310,135310.1k $13.7m $13.7m 0.51% Reduced -23.2k -23,241
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 284,132284.1k $12.5m $12.5m 0.00% Added +6.2k +6,161
12 Atria Investments, Inc 0.13% of their portfolio Charlotte, NC 261,767261.8k $11.5m $11.5m 0.13% Reduced -13.3k -13,335
13 Grey Ledge Advisors, LLC 2.57% of their portfolio GUILFORD, CT 258,394258.4k $11.4m $11.4m 2.57% Added +31.8k +31,767
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 256,924256.9k $11.3m $11.3m 0.00% Added +19.4k +19,441
15 CITIZENS FINANCIAL GROUP INC/RI 0.14% of their portfolio PROVIDENCE, RI 244,643244.6k $10.8m $10.8m 0.14% Added +5.9k +5,872
16 Smartleaf Asset Management LLC 0.40% of their portfolio BOSTON, MA 241,815241.8k $10.7m $10.7m 0.40% Added +15.7k +15,735
17 WealthPlan Investment Management, LLC 0.67% of their portfolio OMAHA, NE 240,318240.3k $10.6m $10.6m 0.67% Added +176.7k +176,654
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 240,177240.2k $10.6m $10.6m 0.00% Added +4.3k +4,297
19 KESTRA PRIVATE WEALTH SERVICES, LLC 0.13% of their portfolio AUSTIN, TX 234,556234.6k $10.3m $10.3m 0.13% Added +30.7k +30,698
20 Insight Advisors, LLC/ PA 1.37% of their portfolio Newtown, PA 204,837204.8k $9.0m $9.0m 1.37% Added +5.8k +5,850
21 Broussard Financial Group LLC 6.11% of their portfolio KAPLAN, LA 171,121171.1k $7.5m $7.5m 6.11% First filing
22 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 151,530151.5k $6.7m $6.7m 0.01% Added +50.4k +50,396
23 Vestmark Advisory Solutions, Inc. 0.09% of their portfolio Wakefield, MA 148,464148.5k $6.5m $6.5m 0.09% Added +7.9k +7,939
24 RFG Advisory, LLC 0.12% of their portfolio BIRMINGHAM, AL 146,594146.6k $6.5m $6.5m 0.12% Added +9.7k +9,681
25 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 136,654136.7k $6.0m $6.0m 0.01% Added +7.0k +6,951
26 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 132,237132.2k $5.8m $5.8m 0.05% New
27 Mariner, LLC 0.01% of their portfolio Overland Park, KS 130,350130.3k $5.7m $5.7m 0.01% New
28 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 125,424125.4k $5.5m $5.5m 0.00% Added +18.5k +18,544
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 106,383106.4k $4.7m $4.7m 0.00% Reduced -120.1k -120,125
30 Oxinas Partners, LLC 2.25% of their portfolio JEFFERSONVILLE, IN 106,016106.0k $4.7m $4.7m 2.25% Added +3.6k +3,610
31 OPTIMA CAPITAL LLC 1.86% of their portfolio PORTLAND, OR 97,74497.7k $4.3m $4.3m 1.86% New
32 LANARK FINANCIAL, INC. 0.31% of their portfolio BIRMINGHAM, AL 95,32295.3k $4.2m $4.2m 0.31% Added +10.7k +10,673
33 Trilogy Capital Inc. 0.16% of their portfolio IRVINE, CA 79,99680.0k $3.5m $3.5m 0.16% Added +12.6k +12,567
34 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 79,41879.4k $3.5m $3.5m 0.01% Added +3.6k +3,599
35 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 79,13179.1k $3.5m $3.5m 0.01% Added +1.3k +1,322
36 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 73,89873.9k $3.3m $3.3m 0.01% Added +5.8k +5,753
37 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 64,49864.5k $2.8m $2.8m 0.01% Added +4.7k +4,664
38 Freedom Investment Management, Inc. 0.82% of their portfolio SOUTH WINDSOR, CT 64,29164.3k $2.8m $2.8m 0.82% Reduced -10.0k -9,974
39 AMERICAN FINANCIAL & TAX STRATEGIES INC 1.41% of their portfolio NEW YORK, NY 64,18464.2k $2.8m $2.8m 1.41% Added +1.2k +1,232
40 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 63,22463.2k $2.8m $2.8m 0.00% Added +30.7k +30,668
41 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 62,57662.6k $2.8m $2.8m 0.00% Reduced -8.8k -8,780
42 WealthPoint Financial, LLC 2.35% of their portfolio CRAMERTON, NC 61,22761.2k $2.7m $2.7m 2.35% First filing
43 Golden State Wealth Management, LLC 0.25% of their portfolio SANTA ANA, CA 53,75253.8k $2.4m $2.4m 0.25% Added +39 +39
44 NorthCrest Asset Manangement, LLC 0.05% of their portfolio PLYMOUTH, MN 53,35453.4k $2.4m $2.4m 0.05% Added +3.6k +3,592
45 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.03% of their portfolio MINNEAPOLIS, MN 50,36050.4k $2.2m $2.2m 0.03% Unchanged
46 Sharper & Granite LLC 0.74% of their portfolio EL SEGUNDO, CA 47,37747.4k $2.1m $2.1m 0.74% Reduced -1.3k -1,320
47 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 45,38545.4k $2.0m $2.0m 0.04% Added +5.4k +5,436
48 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 41,72941.7k $1.8m $1.8m 0.01% Added +3.8k +3,815
49 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 40,10340.1k $1.8m $1.8m 0.02% Reduced -3.6k -3,648
50 Ascentis Independent Advisors 0.28% of their portfolio DALLAS, TX 39,85239.9k $1.8m $1.8m 0.28% Reduced -31.1k -31,058
51 Betterment LLC 0.00% of their portfolio NEW YORK, NY 38,24938.2k $1.7m $1.7m 0.00% Added +3.5k +3,490
52 Independent Wealth Network Inc. 0.47% of their portfolio URBANDALE, IA 34,84034.8k $1.5m $1.5m 0.47% Added +676 +676
53 JT Stratford LLC 0.19% of their portfolio GAINESVILLE, GA 33,18033.2k $1.5m $1.5m 0.19% Added +545 +545
54 SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio CHICAGO, IL 30,64630.6k $1.3m $1.3m 0.02% Reduced -1.7k -1,655
55 Bison Wealth, LLC 0.14% of their portfolio ATLANTA, GA 29,20829.2k $1.3m $1.3m 0.14% New
56 Symphony Financial, Ltd. Co. 0.16% of their portfolio HOUSTON, TX 27,72927.7k $1.2m $1.2m 0.16% Reduced -1.6k -1,640
57 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 27,42727.4k $1.2m $1.2m 0.01% Reduced -42.0k -41,968
58 David Kennon Inc 0.40% of their portfolio SARASOTA, FL 25,61425.6k $1.1m $1.1m 0.40% Reduced -273 -273
59 INTEGRITY ALLIANCE, LLC. 0.04% of their portfolio Urbandale, IA 24,08424.1k $1.1m $1.1m 0.04% Reduced -1.2k -1,250
60 HOWARD BAILEY SECURITIES, LLC 0.41% of their portfolio FORT WAYNE, IN 23,40623.4k $1.0m $1.0m 0.41% Reduced -217.3k -217,331
61 JAMES INVESTMENT RESEARCH, INC. 0.10% of their portfolio ALPHA, OH 20,87820.9k $919.7k $919.7k 0.10% Added +9.7k +9,672
62 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 20,14320.1k $887.3k $887.3k 0.00% Reduced -505 -505
63 Goldstone Financial Group, LLC 0.10% of their portfolio OAKBROOK TERRACE, IL 19,88419.9k $875.9k $875.9k 0.10% Reduced -1.7k -1,724
64 Gateway Wealth Partners, LLC 0.10% of their portfolio APPLETON, WI 19,84619.8k $874.2k $874.2k 0.10% Added +1.4k +1,354
65 Barnes Wealth Management Group, Inc 0.47% of their portfolio Bakersfield, CA 19,84019.8k $874.0k $874.0k 0.47% Added +430 +430
66 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 18,71718.7k $824.5k $824.5k 0.01% Reduced -3.2k -3,193
67 Winch Advisory Services, LLC 0.18% of their portfolio Appleton, WI 18,51618.5k $815.6k $815.6k 0.18% Added +284 +284
68 Diversify Advisory Services, LLC 0.03% of their portfolio SANDY, UT 18,35018.4k $810.0k $810.0k 0.03% Reduced -2.4k -2,398
69 Empirical Asset Management, LLC 0.23% of their portfolio WELLESLEY, MA 18,12118.1k $798.2k $798.2k 0.23% Reduced -1.3k -1,338
70 EJMK Ventures LLC 0.48% of their portfolio ITASCA, IL 17,86617.9k $787.0k $787.0k 0.48% First filing
71 WEBSTER BANK, N. A. 0.07% of their portfolio WATERBURY, CT 17,82817.8k $785.3k $785.3k 0.07% Added +917 +917
72 Trinity Wealth Management, LLC 0.28% of their portfolio BERWYN, PA 17,21117.2k $758.1k $758.1k 0.28% Reduced -622 -622
73 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 17,10017.1k $753.2k $753.2k 0.00% Added +118 +118
74 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 16,77516.8k $739.0k $739.0k 0.01% Added +786 +786
75 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 15,42715.4k $679.6k $679.6k 0.02% Reduced -109 -109
76 WealthPLAN Partners, LLC 0.10% of their portfolio OMAHA, NE 15,18215.2k $668.8k $668.8k 0.10% New
77 Sun Financial Inc 0.37% of their portfolio MIDVALE, UT 14,94414.9k $658.3k $658.3k 0.37% First filing
78 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 14,64114.6k $644.9k $644.9k 0.06% Reduced -2.0k -2,017
79 Pinnacle Financial Group, LLC / IL 0.18% of their portfolio WESTERN SPRINGS, IL 14,43914.4k $636.0k $636.0k 0.18% Unchanged
80 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 13,83213.8k $609.3k $609.3k 0.01% Added +11 +11
81 Beacon Financial Advisory LLC 0.14% of their portfolio CLEVELAND, OH 13,73113.7k $604.8k $604.8k 0.14% Reduced -2.2k -2,207
82 Capstone Financial Advisors, Inc. 0.03% of their portfolio DOWNERS GROVE, IL 12,97613.0k $571.6k $571.6k 0.03% Unchanged
83 McNamara Financial Services, Inc. 0.11% of their portfolio MARSHFIELD, MA 12,74512.7k $561.4k $561.4k 0.11% Reduced -20 -20
84 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 12,56712.6k $553.6k $553.6k 0.00% Added +5.0k +5,030
85 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 12,41612.4k $546.9k $546.9k 0.01% Added +1.2k +1,188
86 NewSquare Capital LLC 0.05% of their portfolio NEWTOWN SQUARE, PA 12,16612.2k $535.9k $535.9k 0.05% Reduced -382 -382
87 Worth Asset Management, LLC 0.22% of their portfolio DALLAS, TX 11,98012.0k $527.7k $527.7k 0.22% Added +154 +154
88 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 11,50111.5k $506.6k $506.6k 0.00% Reduced -456 -456
89 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 10,72710.7k $472.5k $472.5k 0.00% Reduced -153.9k -153,939
90 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 10,50310.5k $462.7k $462.7k 0.01% Added +174 +174
91 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 9,98910.0k $440.0k $440.0k 0.01% Reduced -57 -57
92 Westwood Wealth Management 0.32% of their portfolio Los Angeles, CA 9,7499.7k $429.4k $429.4k 0.32% New
93 Lionshead Wealth Management, LLC 0.32% of their portfolio New York, NY 9,7499.7k $429.4k $429.4k 0.32% Reduced -23 -23
94 Hopwood Nicholas Hunter 0.13% of their portfolio PLYMOUTH, MI 9,3389.3k $411.4k $411.4k 0.13% First filing
95 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 9,2409.2k $407.0k $407.0k 0.00% Added +767 +767
96 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 9,0779.1k $399.8k $399.8k 0.01% Added +3.3k +3,325
97 REAP Financial Group, LLC 0.08% of their portfolio AUSTIN, TX 9,0379.0k $398.1k $398.1k 0.08% Reduced -41 -41
98 Opal Wealth Advisors, LLC 0.10% of their portfolio JERICHO, NY 8,9008.9k $392.0k $392.0k 0.10% New
99 SFE Investment Counsel 0.06% of their portfolio LOS ANGELES, CA 8,7488.7k $385.3k $385.3k 0.06% Reduced -891 -891
100 ALTERNA WEALTH MANAGEMENT, INC 0.31% of their portfolio HOUSTON, TX 8,4468.4k $372.0k $372.0k 0.31% Unchanged