WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

ARCA:AGGY Stock Report

Market Cap: US$948.5m

WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of AGGY?
Owner TypeNumber of SharesOwnership Percentage
Private Companies00%
Institutions18,814,676100%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 8.2%.


Top Shareholders

Top 25 shareholders own 0% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
0%
Merrill Lynch & Co. Inc., Banking Investments
2,019,212US$0-29.4%0.03%
0%
Managed Account Advisors LLC
1,631,438US$0-0.37%0.01%
0%
LPL Financial Corporation, Asset Management Arm
1,435,461US$06.78%0.04%
0%
Carson Wealth Management Group
1,162,808US$02.25%0.25%
0%
Wealth Enhancement Advisory Services, LLC
1,073,547US$042.5%0.12%
0%
SimpliFi, Inc.
882,857US$02.33%17.54%
0%
Savant Capital, LLC
865,033US$0-24.5%0.45%
0%
UBS Asset Management AG
748,389US$05.81%no data
0%
AE Wealth Management, LLC
730,540US$0-2.12%0.16%
0%
Envestnet Asset Management, Inc.
721,436US$030.9%0.01%
0%
Trilogy Capital, Inc.
711,070US$02.09%1.79%
0%
Prestige Wealth Management Group, LLC
600,023US$011.5%5.61%
0%
Mercer Global Advisors Inc.
562,845US$034.8%0.07%
0%
Private Advisor Group, LLC
559,983US$035.1%0.18%
0%
Equitable Holdings, Inc, Asset Management Arm
558,021US$08.44%0.28%
0%
Morgan Stanley, Investment Banking and Brokerage Investments
421,072US$06.69%no data
0%
Symphony Financial, Ltd. Co.
308,473US$015.9%3.1%
0%
First Foundation Advisors
280,437US$07.85%0.51%
0%
Schwallier Wealth Management, LLC
266,564US$00%8.99%
0%
Sequoia Financial Advisors, LLC
172,027US$0-0.88%0.09%
0%
Atria Investments, Inc.
153,271US$081.7%0.1%
0%
Smartleaf Asset Management LLC
149,093US$00%1.62%
0%
Freedom Investment Management, Inc.
138,379US$00%0.47%
0%
Invenio Wealth Partners, LLC
130,165US$092.6%3.84%
0%
Raymond James Financial Inc., Asset Management Arm
124,609US$0-14.6%no data
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