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Public ownership evidence

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) Ownership Disclosures

Read AGGY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2829,137$1,266,877None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,334,752$58,035,011None
Corient Private Wealth LP2026-06-302026-08-1829,965$1,302,878None
Redwood Investment Management, LLC2026-06-302026-08-184,715$205,000None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-185,814$253,000None
Hopwood Nicholas Hunter2026-06-302026-08-1511,259$489,553None
Hopwood Nicholas Hunter2026-03-312026-08-1510,104$439,019None
Hopwood Nicholas Hunter2025-12-312026-08-159,338$411,356None
Ameritas Advisory Services, LLC2026-06-302026-08-15197$8,576None
Prestige Wealth Management Group LLC2026-06-302026-08-15674,986$29,348,404None
Western Wealth Management, LLC2026-06-302026-08-155,562$241,827None
JT Stratford LLC2026-06-302026-08-1542,730$1,857,906None
OSAIC HOLDINGS, INC.2026-06-302026-08-15350$15,218None
OSAIC HOLDINGS, INC.2026-06-302026-08-15524$22,782None
OSAIC HOLDINGS, INC.2026-06-302026-08-15135,843$5,906,381None
Betterment LLC2026-06-302026-08-1535,708$1,553,000None
Capstone Financial Advisors, Inc.2026-06-302026-08-1512,925$561,970None
JANE STREET GROUP, LLC2026-06-302026-08-1517,225$748,943None
Gallagher Fiduciary Advisors, LLC2026-06-302026-08-1511,914$518,012None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15335$14,566None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1515$652None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,437$149,441None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1586$3,739None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15103$4,478None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1538$1,652None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,449$106,483None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1537$1,609None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1594$4,087None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1523$1,000None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15289$12,566None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15246$10,696None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15528$22,957None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,063$89,699None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15368$16,001None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15202$8,783None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15563$24,479None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1520$870None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1512$522None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,678$72,959None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1524$1,044None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15432$18,783None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15112$4,870None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15788$34,262None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1598$4,261None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15944$41,045None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153$130None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15156$6,783None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15106$4,609None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15238$10,348None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1553$2,304None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗CENTAURUS FINANCIAL, INC. ↗Hopwood Nicholas Hunter ↗Hopwood Nicholas Hunter ↗Hopwood Nicholas Hunter ↗Ameritas Advisory Services, LLC ↗Prestige Wealth Management Group LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.