AGGY — Wisdomtree Yield Enhanced U.S. Aggregate Bond Fund Institutional Holders · Q3 2026
Who owns Wisdomtree Yield Enhanced U.S. Aggregate Bond Fund (AGGY)? 6 institutions reported holding $1.32M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($502,010), Worth Asset Management, LLC ($301,973), CoreCap Advisors, LLC ($262,111).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $502,010 | 12,191 | Trimmed |
| 2 | Worth Asset Management, LLC | $301,973 | 7,333 | Trimmed |
| 3 | CoreCap Advisors, LLC | $262,111 | 6,365 | Added |
| 4 | HF Advisory Group, LLC | $250,802 | 6,091 | Added |
| 5 | Planning Strategies Inc. | $3,624 | 88 | Hold |
| 6 | Retireful, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30