Purchases and Sales Made in Q1 2022 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE YIELD ENHANCED U.S..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.07KNew |
$50.5K - $54.7K
|
1.07K
$45.7K
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.04K+ 20.44% |
$49.2K - $53.3K
|
6.12K
$262K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
907+ 6.22% |
$43K - $46.6K
|
15.5K
$665K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
900+ 3.82% |
$42.6K - $46.2K
|
24.5K
$1.05M
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
822+ 4.91% |
$38.9K - $42.2K
|
17.5K
$753K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
795+ 12.85% |
$37.7K - $40.8K
|
6.98K
$299K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
718New |
$34K - $36.9K
|
718
$30.8K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
617+ 1.87% |
$29.2K - $31.7K
|
33.7K
$1.45M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
495+ 4.02% |
$23.5K - $25.4K
|
12.8K
$550K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
403+ 9.31% |
$19.1K - $20.7K
|
4.73K
$203K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
335+ 2.37% |
$15.9K - $17.2K
|
14.5K
$621K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
332New |
$15.7K - $17K
|
332
$14.2K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
326New |
$15.4K - $16.7K
|
326
$14K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
300New |
$14.2K - $15.4K
|
300
$12.9K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
298+ 3.48% |
$14.1K - $15.3K
|
8.85K
$380K
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
260+ 5.1% |
$12.3K - $13.3K
|
5.36K
$230K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
239+ 61.92% |
$11.3K - $12.3K
|
625
$26.8K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
180New |
$8.53K - $9.24K
|
180
$7.72K
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
177+ 2.07% |
$8.39K - $9.09K
|
8.73K
$374K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
164+ 52.56% |
$7.77K - $8.42K
|
476
$20.4K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
148+ 3.48% |
$7.01K - $7.6K
|
4.4K
$189K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
125New |
$5.92K - $6.42K
|
125
$5.36K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
113+ 3.19% |
$5.35K - $5.8K
|
3.65K
$157K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
78New |
$3.7K - $4K
|
78
$3.35K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
49+ 2.63% |
$2.32K - $2.52K
|
1.91K
$82.1K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
48New |
$2.27K - $2.46K
|
48
$2.06K
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
32+ 0.43% |
$1.52K - $1.64K
|
7.47K
$320K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31+ 0.01% |
$1.47K - $1.59K
|
357K
$15.3M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27+ 0.58% |
$1.28K - $1.39K
|
4.69K
$201K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
11+ 15.49% |
$521 - $565
|
82
$3.52K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 0.49% |
$521 - $565
|
2.24K
$96K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 0.46% |
$521 - $565
|
2.41K
$103K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.19% |
$521 - $565
|
5.96K
$255K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 0.11% |
$237 - $257
|
4.37K
$187K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2+ 0.05% |
$94.8 - $103
|
3.69K
$158K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.1% |
$94.8 - $103
|
2.04K
$87.3K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-6- 28.57% |
$284 - $308
|
15
$643
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11- 36.67% |
$521 - $565
|
19
$815
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14Closed |
$663 - $719
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-15Closed |
$711 - $770
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-20- 37.74% |
$948 - $1.03K
|
33
$1.42K
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-23- 0.47% |
$1.09K - $1.18K
|
4.82K
$207K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-40- 17.47% |
$1.9K - $2.05K
|
189
$8.11K
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-45- 0.76% |
$2.13K - $2.31K
|
5.85K
$251K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-60- 0.08% |
$2.84K - $3.08K
|
75.8K
$3.25M
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-65- 54.17% |
$3.08K - $3.34K
|
55
$2.36K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-69- 71.13% |
$3.27K - $3.54K
|
28
$1.2K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-72Closed |
$3.41K - $3.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-82- 1.69% |
$3.89K - $4.21K
|
4.76K
$204K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-92- 0.65% |
$4.36K - $4.72K
|
14K
$600K
|