Latest Period
Q1 2026
Security Snapshot
WISDOMTREE TR - YIELD ENHANCD US (AGGY) Institutional Ownership
CUSIP: 97717X511
13F Institutional Holders and Ownership History from Q3 2015 to Q2 2026
Institutions Reporting
163
Shares (Excl. Options)
17,084,954
Price
$43.45
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- Security type / class
- Equity / YIELD ENHANCD US
- Symbol
- AGGY
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 17,084,954
- Total 13F value
- $742,290,876
- Portfolio coverage rank
- 0%
- Share change
- +1,415,715
- Value change
- +$61,384,046
- Number of holders
- 163
- SEC-reported price per share
- $42.99
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- AGGY - WISDOMTREE TR - YIELD ENHANCD US is tracked under CUSIP 97717X511.
- 163 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 163 to 87 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $742,290,876 to $197,193,810.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 163 institutions filings for Q1 2026.
Security key
97717X511
Latest holder period
Q1 2026
13F holders
163
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717X511:
As of 31 Mar 2026, 163 institutional investors reported holding 17,084,954 shares of WISDOMTREE TR - YIELD ENHANCD US (AGGY).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
44
Latest
Q1 2026
Rows shown
1-25 of 44
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 4,541,117 | $197,193,810 | -$19,894,061 | $43.48 | 87 |
| 2026 Q1 | 17,084,954 | $742,290,876 | +$61,384,046 | $43.45 | 163 |
| 2025 Q4 | 15,685,674 | $690,973,221 | +$23,025,089 | $44.05 | 167 |
| 2025 Q3 | 15,043,687 | $665,960,125 | -$37,925,067 | $44.27 | 160 |
| 2025 Q2 | 15,902,550 | $693,682,781 | -$88,283,051 | $43.63 | 161 |
| 2025 Q1 | 17,912,660 | $777,924,793 | -$83,939,718 | $43.43 | 168 |
| 2024 Q4 | 19,877,787 | $853,186,264 | -$13,793,969 | $42.92 | 162 |
| 2024 Q3 | 19,877,847 | $888,953,353 | +$52,611,285 | $44.71 | 152 |
| 2024 Q2 | 18,576,921 | $798,151,013 | -$52,976,968 | $42.96 | 150 |
| 2024 Q1 | 19,827,057 | $860,366,192 | +$65,393,421 | $43.40 | 153 |
| 2023 Q4 | 18,536,728 | $813,228,486 | -$12,892,157 | $44.02 | 157 |
| 2023 Q3 | 18,399,679 | $763,920,686 | +$130,305,557 | $41.51 | 151 |
| 2023 Q2 | 15,247,531 | $656,998,495 | -$65,644,497 | $43.09 | 144 |
| 2023 Q1 | 16,825,270 | $735,118,702 | +$61,827,716 | $43.69 | 132 |
| 2022 Q4 | 15,206,209 | $650,513,784 | -$16,626,206 | $42.65 | 142 |
| 2022 Q3 | 15,558,938 | $657,554,252 | -$74,557,592 | $42.22 | 135 |
| 2022 Q2 | 17,092,651 | $766,992,701 | +$51,393,597 | $44.71 | 157 |
| 2022 Q1 | 16,169,680 | $774,259,757 | +$51,509,944 | $47.85 | 171 |
| 2021 Q4 | 15,095,991 | $779,768,660 | +$69,533,422 | $51.68 | 180 |
| 2021 Q3 | 13,812,437 | $717,341,565 | +$20,288,165 | $51.92 | 160 |
| 2021 Q2 | 13,737,292 | $717,104,772 | -$41,438,022 | $52.20 | 166 |
| 2021 Q1 | 14,580,928 | $747,172,183 | -$37,245,138 | $51.20 | 175 |
| 2020 Q4 | 15,179,112 | $813,923,176 | -$144,532,915 | $53.69 | 162 |
| 2020 Q3 | 17,792,378 | $956,818,879 | +$11,360,732 | $53.82 | 147 |
| 2020 Q2 | 17,129,522 | $921,222,027 | +$189,440,809 | $53.82 | 139 |