WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for AGGY. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 172 institutions reported holding AGGY, with 17.6 million shares worth $765.5 million in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Bank of America | 4,044,512 | $176M | INCREASED |
| Lpl Financial | 1,475,433 | $64M | DECREASED |
| Mercer Global Advisors Inc /Adv | 1,334,752 | $58M | INCREASED |
| Savant Capital | 1,138,628 | $49M | INCREASED |
| Prime Capital Investment Advisors | 779,212 | $34M | INCREASED |
Full institutional holdings, insider history, and congressional trades for WisdomTree Yield Enhanced U.S. Aggregate Bond Fund on SentiSense.