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
|
Rmr Wealth Builders
|
SELL
|
- |
-4.45KClosed |
$211K - $229K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.8KClosed |
$227K - $246K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
SELL
|
- |
-4.84KClosed |
$229K - $248K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-5.02K- 20.96% |
$238K - $257K
|
18.9K
$812K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.28K- 20.42% |
$250K - $271K
|
20.6K
$883K
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-5.89K- 1.05% |
$279K - $302K
|
555K
$23.8M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.39K- 50.03% |
$303K - $328K
|
6.38K
$274K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.19K- 4.29% |
$341K - $369K
|
160K
$6.89M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.29KClosed |
$345K - $374K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.8K- 3.46% |
$464K - $503K
|
273K
$11.7M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-10.1K- 3.54% |
$479K - $519K
|
276K
$11.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-10.9KClosed |
$518K - $561K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11K- 25.15% |
$521K - $565K
|
32.7K
$1.41M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.1KClosed |
$528K - $572K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.1K- 15.84% |
$528K - $572K
|
59.2K
$2.54M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-11.6KClosed |
$550K - $596K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.7K- 2.53% |
$557K - $603K
|
453K
$19.5M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.5K- 73.68% |
$639K - $693K
|
4.82K
$207K
|
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-14K- 34.83% |
$666K - $721K
|
26.3K
$1.13M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.2K- 73.56% |
$672K - $728K
|
5.09K
$219K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-15.2K- 43.91% |
$722K - $782K
|
19.5K
$836K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.3K- 92.46% |
$727K - $788K
|
1.25K
$53.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.8K- 2.27% |
$796K - $863K
|
722K
$31M
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-20.2K- 60.7% |
$956K - $1.04M
|
13.1K
$561K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.9K- 7.39% |
$1.04M - $1.12M
|
274K
$11.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-24K- 24.27% |
$1.14M - $1.23M
|
75K
$3.22M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-29.5KClosed |
$1.4M - $1.51M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-30.5KClosed |
$1.44M - $1.56M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-34.5K- 14.27% |
$1.63M - $1.77M
|
207K
$8.89M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-38.7KClosed |
$1.83M - $1.99M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-44.9K- 81.04% |
$2.13M - $2.31M
|
10.5K
$451K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-50.5KClosed |
$2.39M - $2.59M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-52.4K- 90.7% |
$2.48M - $2.69M
|
5.37K
$231K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61.8K- 28.14% |
$2.93M - $3.17M
|
158K
$6.78M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-75.1K- 18.41% |
$3.56M - $3.85M
|
333K
$14.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-91.9K- 36.47% |
$4.35M - $4.72M
|
160K
$6.87M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-109K- 64.03% |
$5.17M - $5.61M
|
61.3K
$2.63M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-122K- 68.76% |
$5.78M - $6.27M
|
55.5K
$2.38M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-126KClosed |
$5.97M - $6.47M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-186K- 68.41% |
$8.81M - $9.54M
|
85.8K
$3.68M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-192K- 27.86% |
$9.1M - $9.86M
|
498K
$21.4M
|