Purchases and Sales Made in Q1 2022 in Wisdomtree Yield Enhanced U.S. (AGGY)

AGGY Quotes by TradingView

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
Aveo Capital Partners, LLC

SELL
 -
-92
- 0.65%
$4.36K - $4.72K
14K $601K
May 06, 2022 Q1 2022
Mufg Americas Holdings Corp

SELL
 -
-108
Closed
$5.12K - $5.54K
0 $0
May 10, 2022 Q1 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-111
Closed
$5.26K - $5.7K
0 $0
Apr 14, 2022 Q1 2022
First Command Advisory Services, Inc.

SELL
 -
-139
Closed
$6.59K - $7.13K
0 $0
May 02, 2022 Q1 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-144
- 6.85%
$6.82K - $7.39K
1.96K $84K
Apr 21, 2022 Q1 2022
Destiny Wealth Partners, LLC

SELL
 -
-155
- 57.41%
$7.34K - $7.96K
115 $4.94K
May 10, 2022 Q1 2022
Truadvice, LLC

Sarasota, FL
SELL
 -
-173
- 0.42%
$8.2K - $8.88K
41.4K $1.78M
Apr 26, 2022 Q1 2022
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-179
- 1.72%
$8.48K - $9.19K
10.2K $439K
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

SELL
 -
-191
- 0.48%
$9.05K - $9.8K
40K $1.72M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-210
Closed
$9.95K - $10.8K
0 $0
Apr 25, 2022 Q1 2022
Tsfg, LLC

SELL
 -
-217
- 5.06%
$10.3K - $11.1K
4.07K $175K
Apr 26, 2022 Q1 2022
Newbridge Financial Services Group, Inc.

SELL
 -
-225
- 12.73%
$10.7K - $11.5K
1.54K $66.2K
Apr 27, 2022 Q1 2022
Horizon Financial Services, LLC

SELL
 -
-265
Closed
$12.6K - $13.6K
0 $0
May 05, 2022 Q1 2022
Professional Financial Advisors, LLC

SELL
 -
-306
- 12.66%
$14.5K - $15.7K
2.11K $90.6K
May 13, 2022 Q1 2022
Covestor LTD

Boston, MA
SELL
 -
-384
- 22.43%
$18.2K - $19.7K
1.33K $57K
May 04, 2022 Q1 2022
Lex Aurum Advisors, LLC

SELL
 -
-422
- 3.5%
$20K - $21.7K
11.6K $500K
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-439
- 6.99%
$20.8K - $22.5K
5.85K $251K
May 16, 2022 Q1 2022
Pacific Capital Wealth Advisors, Inc

SELL
 -
-447
- 1.06%
$21.2K - $22.9K
41.9K $1.8M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

SELL
 -
-492
- 1.81%
$23.3K - $25.3K
26.7K $1.15M
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-500
Closed
$23.7K - $25.7K
0 $0
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-558
- 3.99%
$26.4K - $28.6K
13.4K $576K
May 10, 2022 Q1 2022
Lee Financial Group Hawaii, Inc.

Honolulu, HI
SELL
 -
-595
- 10.07%
$28.2K - $30.5K
5.32K $228K
May 09, 2022 Q1 2022
Goodman Advisory Group, LLC

SELL
 -
-667
- 1.84%
$31.6K - $34.2K
35.7K $1.53M
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-720
Closed
$34.1K - $37K
0 $0
May 16, 2022 Q1 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-994
- 10.4%
$47.1K - $51K
8.57K $368K
May 10, 2022 Q1 2022
Meeder Asset Management Inc

SELL
 -
-1.09K
Closed
$51.5K - $55.8K
0 $0
Aug 13, 2024 Q1 2022
Meridian Financial, LLC

Holliston, MA
SELL
 -
-1.09K
- 15.76%
$51.6K - $55.9K
5.82K $250K
May 13, 2022 Q1 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
SELL
 -
-1.18K
- 8.37%
$56K - $60.7K
12.9K $555K
Apr 20, 2022 Q1 2022
Psi Advisors, LLC

SELL
 -
-1.34K
- 97.02%
$63.3K - $68.6K
41 $1.76K
May 10, 2022 Q1 2022
Kwb Wealth

Redlands, CA
SELL
 -
-1.34K
- 0.47%
$63.7K - $69K
282K $12.1M
May 06, 2022 Q1 2022
Retirement Group, LLC

SELL
 -
-1.6K
- 25.86%
$75.6K - $81.9K
4.57K $196K
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

SELL
 -
-2.03K
Closed
$96.3K - $104K
0 $0
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

SELL
 -
-2.24K
- 22.79%
$106K - $115K
7.6K $326K
May 03, 2022 Q1 2022
Clearwater Capital Advisors, LLC

SELL
 -
-2.48K
- 1.42%
$118K - $127K
172K $7.39M
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-2.67K
Closed
$127K - $137K
0 $0
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-2.69K
- 9.23%
$127K - $138K
26.4K $1.14M
May 16, 2022 Q1 2022
Echo Wealth Management, LLC

SELL
 -
-2.76K
- 3.14%
$131K - $142K
85.1K $3.65M
May 11, 2022 Q1 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-3.01K
- 14.18%
$143K - $155K
18.2K $783K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-3.29K
- 29.19%
$156K - $169K
7.97K $342K
May 04, 2022 Q1 2022
Darwin Advisors, LLC

SELL
 -
-3.34K
- 21.65%
$158K - $172K
12.1K $520K
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

SELL
 -
-3.42K
- 24.66%
$162K - $176K
10.5K $449K
May 04, 2022 Q1 2022
Iag Wealth Partners, LLC

SELL
 -
-3.43K
- 36.5%
$162K - $176K
5.96K $256K
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-3.65K
- 24.58%
$173K - $187K
11.2K $480K
May 11, 2022 Q1 2022
Towercrest Capital Management

Newtown, PA
SELL
 -
-4.05K
Closed
$192K - $208K
0 $0
May 10, 2022 Q1 2022
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-4.05K
Closed
$192K - $208K
0 $0
Apr 22, 2022 Q1 2022
Truist Financial Corp

SELL
 -
-4.15K
Closed
$197K - $213K
0 $0
Aug 11, 2022 Q1 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-4.18K
Closed
$198K - $215K
0 $0
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-4.26K
- 2.63%
$202K - $219K
158K $6.78M
Apr 21, 2022 Q1 2022
Strateg Iq Financial Group, LLC

SELL
 -
-4.28K
- 8.78%
$203K - $220K
44.5K $1.91M

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