§ EQUITY
USDAGGY
WISDOMTREE YIELD ENHANCED US
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
97 increased/new, 58 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 2.4M | 0.0% | +2% |
| LPL Financial LLC | 1.5M | 0.0% | +2% |
| CWM, LLC | 1.3M | 0.1% | +4% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.3M | 0.1% | −4% |
| Prestige Wealth Management Group LLC | 686K | 5.9% | +8% |
| Prime Capital Investment Advisors, LLC | 676K | 0.3% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for AGGY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER77.4% · 146 holders
DEALER / BANK20.6% · 13 holders
QUALITY / COMPOUNDER1.6% · 2 holders
TACTICAL / MACRO0.4% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AGGY in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AGGY yet.