Vault-13

WISDOMTREE TR AGGY

YIELD ENHANCD US · ETP · CUSIP 97717X511

174 institutional holders +9 vs Q1 2026
18,121,61318.1m shares reported held*
$787.7mreported value*
20 new 74 added 57 reduced 13 sold out net bought ≈ $102.2m (+2.4m 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 ($2.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.47.

Trends to Q2 2026

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: 170Q1 26: 165Q2 26: 174174Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 2026165
Q2 2026174

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 104 bought or addedQ1 26: 60 cut or sold outQ2 26: 94 bought or addedQ2 26: 70 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20249361
Q4 20248958
Q1 20258286
Q2 20257087
Q3 20258968
Q4 20258662
Q1 202610460
Q2 20269470

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +1,663,758+1.7m
Savant Capital, LLC Added +550,839+550.8k
FIDUCIARY FINANCIAL ADVISORS New +224,614+224.6k
MORGAN STANLEY Added +152,483+152.5k
Prime Capital Investment Advisors, LLC Added +103,296+103.3k
RAYMOND JAMES FINANCIAL INC Added +91,391+91.4k
MERCER GLOBAL ADVISORS INC /ADV Added +76,277+76.3k
GOLDMAN SACHS GROUP INC New +73,837+73.8k
OSAIC HOLDINGS, INC. Added +54,098+54.1k
Heck Capital Advisors, LLC New +48,109+48.1k

Biggest sellers

Private Advisor Group, LLC Reduced -289,602-289.6k
Merit Financial Group, LLC Reduced -98,410-98.4k
Ascentis Independent Advisors Sold out -67,064-67.1k
Mariner, LLC Reduced -63,398-63.4k
Atria Investments, Inc Reduced -63,331-63.3k
HighTower Advisors, LLC Reduced -55,301-55.3k
CITADEL ADVISORS LLC Reduced -54,654-54.7k
JANE STREET GROUP, LLC Reduced -50,967-51.0k
Independent Advisor Alliance Sold out -34,393-34.4k
Kestra Advisory Services, LLC Reduced -32,255-32.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,044,5124.0m $175.9m $175.9m 0.01% Added +1.7m +1,663,758
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,475,4331.5m $64.2m $64.2m 0.01% Reduced -27.8k -27,767
3 MERCER GLOBAL ADVISORS INC /ADV 0.07% of their portfolio DENVER, CO 1,334,7521.3m $58.0m $58.0m 0.07% Added +76.3k +76,277
4 Savant Capital, LLC 0.15% of their portfolio ROCKFORD, IL 1,138,6281.1m $49.5m $49.5m 0.15% Added +550.8k +550,839
5 Prime Capital Investment Advisors, LLC 0.33% of their portfolio OVERLAND PARK, KS 779,212779.2k $33.9m $33.9m 0.33% Added +103.3k +103,296
6 Prestige Wealth Management Group LLC 5.33% of their portfolio FLEMINGTON, NJ 674,986675.0k $29.3m $29.3m 5.33% Reduced -11.1k -11,108
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 629,921629.9k $27.4m $27.4m 0.00% Added +45.0k +44,986
8 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 571,723571.7k $24.9m $24.9m 0.02% Reduced -55.3k -55,301
9 WealthPlan Investment Management, LLC 1.05% of their portfolio OMAHA, NE 487,680487.7k $21.2m $21.2m 1.05% Reduced -19.9k -19,945
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 416,811416.8k $18.1m $18.1m 0.00% Added +152.5k +152,483
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 374,726374.7k $16.3m $16.3m 0.00% Added +91.4k +91,391
12 FIRST FOUNDATION ADVISORS 0.52% of their portfolio Irvine, CA 329,835329.8k $14.3m $14.3m 0.52% Added +9.2k +9,236
13 Grey Ledge Advisors, LLC 2.42% of their portfolio GUILFORD, CT 282,749282.7k $12.0m $12.0m 2.42% Added +17.9k +17,899
14 CITIZENS FINANCIAL GROUP INC/RI 0.14% of their portfolio PROVIDENCE, RI 271,805271.8k $11.8m $11.8m 0.14% Added +4.4k +4,392
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.13% of their portfolio AUSTIN, TX 268,095268.1k $11.7m $11.7m 0.13% Added +10.1k +10,054
16 Smartleaf Asset Management LLC 0.36% of their portfolio BOSTON, MA 251,297251.3k $11.0m $11.0m 0.36% Unchanged
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 246,679246.7k $10.7m $10.7m 0.00% Reduced -18.1k -18,112
18 FIDUCIARY FINANCIAL ADVISORS 0.99% of their portfolio GRAND RAPIDS, MI 224,614224.6k $9.8m $9.8m 0.99% New
19 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 207,623207.6k $9.0m $9.0m 0.01% Reduced -1.8k -1,774
20 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 200,155200.2k $8.7m $8.7m 0.09% Reduced -63.3k -63,331
21 Broussard Financial Group LLC 6.26% of their portfolio KAPLAN, LA 179,767179.8k $7.8m $7.8m 6.26% Reduced -3.9k -3,866
22 Vestmark Advisory Solutions, Inc. 0.06% of their portfolio Wakefield, MA 158,989159.0k $6.9m $6.9m 0.06% Unchanged
23 RFG Advisory, LLC 0.10% of their portfolio BIRMINGHAM, AL 154,207154.2k $6.7m $6.7m 0.10% Added +2.5k +2,495
24 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 142,257142.3k $6.2m $6.2m 0.03% Reduced -289.6k -289,602
25 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 141,479141.5k $6.2m $6.2m 0.01% Added +5.9k +5,926
26 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 136,717136.7k $5.9m $5.9m 0.01% Added +54.1k +54,098
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 123,312123.3k $5.4m $5.4m 0.00% Added +3.6k +3,589
28 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 118,986119.0k $5.2m $5.2m 0.00% Added +2.9k +2,947
29 LANARK FINANCIAL, INC. 0.33% of their portfolio BIRMINGHAM, AL 113,538113.5k $4.9m $4.9m 0.33% Added +6.8k +6,751
30 Oxinas Partners, LLC 1.93% of their portfolio JEFFERSONVILLE, IN 112,861112.9k $4.9m $4.9m 1.93% Added +1.7k +1,669
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 107,327107.3k $4.7m $4.7m 0.00% Reduced -437 -437
32 OPTIMA CAPITAL LLC 1.78% of their portfolio PORTLAND, OR 103,998104.0k $4.5m $4.5m 1.78% Added +2.7k +2,708
33 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 82,21782.2k $3.6m $3.6m 0.01% Added +1.6k +1,650
34 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 80,30280.3k $3.5m $3.5m 0.01% Added +26.1k +26,092
35 Freedom Investment Management, Inc. 0.90% of their portfolio SOUTH WINDSOR, CT 74,49674.5k $3.2m $3.2m 0.90% Added +655 +655
36 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 73,83773.8k $3.2m $3.2m 0.00% New
37 Sharper & Granite LLC 0.96% of their portfolio EL SEGUNDO, CA 71,39171.4k $3.1m $3.1m 0.96% Added +3.8k +3,819
38 WealthPoint Financial, LLC 2.15% of their portfolio CRAMERTON, NC 67,80867.8k $2.9m $2.9m 2.15% Added +164 +164
39 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 66,74366.7k $2.9m $2.9m 0.01% Reduced -32.3k -32,255
40 Mariner, LLC 0.00% of their portfolio Overland Park, KS 65,63065.6k $2.9m $2.9m 0.00% Reduced -63.4k -63,398
41 AMERICAN FINANCIAL & TAX STRATEGIES INC 1.26% of their portfolio NEW YORK, NY 63,92763.9k $2.8m $2.8m 1.26% Added +68 +68
42 Main Street Financial Solutions, LLC 0.17% of their portfolio NEWTOWN, PA 62,59762.6k $2.7m $2.7m 0.17% Reduced -9.6k -9,610
43 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 59,22059.2k $2.6m $2.6m 0.00% Unchanged
44 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 57,00257.0k $2.5m $2.5m 0.03% Added +1.1k +1,138
45 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 55,15855.2k $2.4m $2.4m 0.01% Added +21.4k +21,359
46 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.03% of their portfolio MINNEAPOLIS, MN 51,71851.7k $2.2m $2.2m 0.03% Added +279 +279
47 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 50,70350.7k $2.2m $2.2m 0.01% Added +3.8k +3,769
48 Heck Capital Advisors, LLC 0.12% of their portfolio Rhinelander, WI 48,10948.1k $2.1m $2.1m 0.12% New
49 Golden State Wealth Management, LLC 0.17% of their portfolio SANTA ANA, CA 43,79243.8k $1.9m $1.9m 0.17% Added +2.2k +2,211
50 Trilogy Capital Inc. 0.07% of their portfolio IRVINE, CA 43,23243.2k $1.9m $1.9m 0.07% Added +1.2k +1,162
51 JT Stratford LLC 0.20% of their portfolio GAINESVILLE, GA 42,73042.7k $1.9m $1.9m 0.20% Added +4.7k +4,724
52 Betterment LLC 0.00% of their portfolio NEW YORK, NY 35,70835.7k $1.6m $1.6m 0.00% Added +1.9k +1,858
53 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 35,68035.7k $1.6m $1.6m 0.01% Reduced -12.0k -12,021
54 W.H. Cornerstone Investments Inc. 0.76% of their portfolio KINGSTON, MA 31,01731.0k $1.3m $1.3m 0.76% New
55 WealthPLAN Partners, LLC 0.26% of their portfolio OMAHA, NE 30,99731.0k $1.3m $1.3m 0.26% Added +12.6k +12,648
56 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 29,46629.5k $1.3m $1.3m 0.01% Added +9.6k +9,589
57 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 29,13729.1k $1.3m $1.3m 0.00% New
58 INTEGRITY ALLIANCE, LLC. 0.04% of their portfolio Urbandale, IA 28,86328.9k $1.3m $1.3m 0.04% Added +3.4k +3,448
59 JAMES INVESTMENT RESEARCH, INC. 0.12% of their portfolio ALPHA, OH 28,20328.2k $1.2m $1.2m 0.12% Added +5.0k +5,028
60 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 28,19528.2k $1.2m $1.2m 0.00% Added +9.4k +9,356
61 SEGALL BRYANT & HAMILL, LLC 0.01% of their portfolio CHICAGO, IL 27,66127.7k $1.2m $1.2m 0.01% Reduced -1.1k -1,067
62 Empirical Asset Management, LLC 0.26% of their portfolio WELLESLEY, MA 26,58926.6k $1.2m $1.2m 0.26% Added +1.5k +1,484
63 Bison Wealth, LLC 0.10% of their portfolio ATLANTA, GA 25,50625.5k $1.1m $1.1m 0.10% Reduced -2.5k -2,512
64 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 25,01825.0k $1.1m $1.1m 0.00% Added +2.7k +2,704
65 David Kennon Inc 0.35% of their portfolio SARASOTA, FL 24,42724.4k $1.1m $1.1m 0.35% Reduced -1.2k -1,187
66 WIN ADVISORS, INC 0.37% of their portfolio PALM BEACH GARDENS, FL 23,90323.9k $1.0m $1.0m 0.37% Added +598 +598
67 Winch Advisory Services, LLC 0.20% of their portfolio Appleton, WI 22,54222.5k $980.1k $980.1k 0.20% Added +2.4k +2,380
68 Symphony Financial, Ltd. Co. 0.10% of their portfolio HOUSTON, TX 21,55521.6k $941.7k $941.7k 0.10% Reduced -4.6k -4,640
69 Gateway Wealth Partners, LLC 0.05% of their portfolio APPLETON, WI 21,06121.1k $915.7k $915.7k 0.05% Reduced -22.5k -22,516
70 WEBSTER BANK, N. A. 0.08% of their portfolio WATERBURY, CT 20,62820.6k $896.9k $896.9k 0.08% Unchanged
71 Goldstone Financial Group, LLC 0.08% of their portfolio OAKBROOK TERRACE, IL 19,90019.9k $865.3k $865.3k 0.08% Added +278 +278
72 HOWARD BAILEY SECURITIES, LLC 0.32% of their portfolio FORT WAYNE, IN 19,58719.6k $851.6k $851.6k 0.32% Reduced -3.7k -3,693
73 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 18,53418.5k $806.0k $806.0k 0.01% Added +1.4k +1,402
74 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 18,32618.3k $785.8k $785.8k 0.01% New
75 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 18,32618.3k $785.8k $785.8k 0.01% Added +55 +55
76 Insight Advisors, LLC/ PA 0.13% of their portfolio Newtown, PA 17,53617.5k $762.5k $762.5k 0.13% Reduced -6.0k -5,972
77 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,22517.2k $748.9k $748.9k 0.00% Reduced -51.0k -50,967
78 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 17,02517.0k $740.2k $740.2k 0.00% Reduced -91 -91
79 Trinity Wealth Management, LLC 0.23% of their portfolio BERWYN, PA 16,55216.6k $719.7k $719.7k 0.23% Reduced -1.3k -1,275
80 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 15,78415.8k $686.3k $686.3k 0.06% Added +906 +906
81 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 15,32915.3k $666.5k $666.5k 0.01% Reduced -905 -905
82 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,21915.2k $661.7k $661.7k 0.00% Reduced -54.7k -54,654
83 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 14,72714.7k $640.3k $640.3k 0.01% Reduced -449 -449
84 Pinnacle Financial Group, LLC / IL 0.15% of their portfolio WESTERN SPRINGS, IL 14,31714.3k $622.5k $622.5k 0.15% Added +267 +267
85 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 13,92613.9k $605.5k $605.5k 0.00% Added +4.0k +4,016
86 Barnes Wealth Management Group, Inc 0.28% of their portfolio Bakersfield, CA 13,87813.9k $603.4k $603.4k 0.28% Reduced -6.1k -6,089
87 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 13,83613.8k $601.6k $601.6k 0.01% First filing
88 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 13,36713.4k $581.2k $581.2k 0.00% Added +2.3k +2,268
89 McNamara Financial Services, Inc. 0.10% of their portfolio MARSHFIELD, MA 13,02113.0k $566.2k $566.2k 0.10% Reduced -139 -139
90 NewSquare Capital LLC 0.04% of their portfolio NEWTOWN SQUARE, PA 12,94512.9k $562.8k $562.8k 0.04% Added +195 +195
91 Capstone Financial Advisors, Inc. 0.03% of their portfolio DOWNERS GROVE, IL 12,92512.9k $562.0k $562.0k 0.03% Added +142 +142
92 EJMK Ventures LLC 0.25% of their portfolio ITASCA, IL 12,59212.6k $547.5k $547.5k 0.25% Reduced -5.3k -5,318
93 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 12,57212.6k $546.6k $546.6k 0.01% Added +47 +47
94 Worth Asset Management, LLC 0.17% of their portfolio DALLAS, TX 12,23112.2k $531.8k $531.8k 0.17% Added +42 +42
95 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 11,91411.9k $518.0k $518.0k 0.02% Added +1.7k +1,651
96 Beacon Financial Advisory LLC 0.10% of their portfolio CLEVELAND, OH 11,83111.8k $514.4k $514.4k 0.10% Reduced -532 -532
97 TWIN CAPITAL MANAGEMENT INC 0.05% of their portfolio MCMURRAY, PA 11,53611.5k $501.6k $501.6k 0.05% New
98 Hopwood Nicholas Hunter 0.13% of their portfolio PLYMOUTH, MI 11,25911.3k $489.6k $489.6k 0.13% Added +1.2k +1,155
99 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 11,03411.0k $479.8k $479.8k 0.01% Added +392 +392
100 Lionshead Wealth Management, LLC 0.30% of their portfolio New York, NY 10,75310.8k $467.5k $467.5k 0.30% Reduced -82 -82