Purchases and Sales Made in Q1 2023 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
454+ 7.25% |
$19.3K - $20.2K
|
6.71K
$291K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
409+ 3.89% |
$17.4K - $18.2K
|
10.9K
$473K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
365New |
$15.5K - $16.2K
|
365
$15.8K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
320+ 6.05% |
$13.6K - $14.2K
|
5.61K
$243K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
298New |
$12.6K - $13.3K
|
298
$12.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
126New |
$5.35K - $5.61K
|
126
$5.45K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
70New |
$2.97K - $3.12K
|
70
$3.03K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
40+ 7.26% |
$1.7K - $1.78K
|
591
$25.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
31+ 2.2% |
$1.32K - $1.38K
|
1.44K
$62.3K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
25+ 0.5% |
$1.06K - $1.11K
|
5.07K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
18+ 0.31% |
$764 - $801
|
5.85K
$253K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 0.87% |
$509 - $534
|
1.38K
$59.9K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.63% |
$42.4 - $44.5
|
160
$6.93K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11- 32.35% |
$467 - $490
|
23
$996
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-28- 1.92% |
$1.19K - $1.25K
|
1.43K
$61.9K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-40- 4.12% |
$1.7K - $1.78K
|
930
$40.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-42- 0.14% |
$1.78K - $1.87K
|
30.8K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46- 26.29% |
$1.95K - $2.05K
|
129
$5.58K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-79- 10.69% |
$3.35K - $3.52K
|
660
$28.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-101- 0.54% |
$4.29K - $4.5K
|
18.5K
$802K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-115- 32.76% |
$4.88K - $5.12K
|
236
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-131- 0.92% |
$5.56K - $5.83K
|
14K
$608K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-169- 2.24% |
$7.17K - $7.52K
|
7.39K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-263- 7.91% |
$11.2K - $11.7K
|
3.06K
$133K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-347- 0.63% |
$14.7K - $15.4K
|
54.6K
$2.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-371- 1.41% |
$15.7K - $16.5K
|
25.9K
$1.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 72.73% |
$17K - $17.8K
|
150
$6.49K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-421- 3.46% |
$17.9K - $18.7K
|
11.7K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-558- 3.69% |
$23.7K - $24.8K
|
14.6K
$630K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-656- 1.92% |
$27.8K - $29.2K
|
33.5K
$1.45M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-705- 12.65% |
$29.9K - $31.4K
|
4.87K
$211K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-780- 4.32% |
$33.1K - $34.7K
|
17.3K
$748K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-825- 12.5% |
$35K - $36.7K
|
5.77K
$250K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-846- 2.65% |
$35.9K - $37.7K
|
31.1K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-891- 4.53% |
$37.8K - $39.7K
|
18.8K
$813K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-896- 2.72% |
$38K - $39.9K
|
32K
$1.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.11K- 21.46% |
$47.1K - $49.4K
|
4.06K
$176K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.15K- 74.38% |
$48.7K - $51.1K
|
395
$17.1K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.58K- 19.36% |
$66.9K - $70.2K
|
6.56K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 16.73% |
$67K - $70.3K
|
7.85K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2.18K- 75.77% |
$92.5K - $97.1K
|
697
$30.2K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.28K- 26.15% |
$96.6K - $101K
|
6.43K
$278K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.7K- 31.58% |
$115K - $120K
|
5.86K
$254K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3K- 20.28% |
$127K - $133K
|
11.8K
$510K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.03K- 38.8% |
$128K - $135K
|
4.78K
$207K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 29.14% |
$139K - $146K
|
7.95K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.53K- 34.65% |
$150K - $157K
|
6.66K
$288K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-6.51K- 11.57% |
$276K - $290K
|
49.8K
$2.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.62K- 17.89% |
$281K - $295K
|
30.4K
$1.31M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-6.64K- 35.59% |
$282K - $296K
|
12K
$520K
|