Purchases and Sales Made in Q1 2024 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q1 2024. 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 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
678KNew |
$29.2M - $29.8M
|
678K
$29.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
324K+ 8.86% |
$13.9M - $14.3M
|
3.98M
$171M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
320K+ 42.45% |
$13.8M - $14.1M
|
1.07M
$46.2M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
193K+ 34.26% |
$8.29M - $8.48M
|
756K
$32.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
187K+ 56.54% |
$8.05M - $8.24M
|
518K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
165K+ 269.44% |
$7.11M - $7.27M
|
227K
$9.76M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
163K+ 22.54% |
$6.99M - $7.15M
|
884K
$38.1M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
133KNew |
$5.71M - $5.84M
|
133K
$5.72M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
117K+ 41.73% |
$5.03M - $5.15M
|
397K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
113K+ 15.14% |
$4.87M - $4.99M
|
862K
$37.1M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
105K+ 718.63% |
$4.52M - $4.63M
|
120K
$5.16M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
97.2K+ 23.09% |
$4.18M - $4.28M
|
518K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
97.2K+ 23.09% |
$4.18M - $4.28M
|
518K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
95.5KNew |
$4.1M - $4.2M
|
95.5K
$4.11M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
90.6K+ 249.45% |
$3.9M - $3.99M
|
127K
$5.47M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
71KNew |
$3.05M - $3.12M
|
71K
$3.06M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
63.7K+ 48.97% |
$2.74M - $2.8M
|
194K
$8.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
61.8K+ 11.49% |
$2.66M - $2.72M
|
600K
$25.8M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
61.8K+ 270.04% |
$2.66M - $2.72M
|
84.7K
$3.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
42.2K+ 15.85% |
$1.81M - $1.86M
|
308K
$13.3M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
41.5K+ 455.68% |
$1.78M - $1.82M
|
50.6K
$2.18M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
40.5K+ 27.15% |
$1.74M - $1.78M
|
190K
$8.16M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37K+ 45.64% |
$1.59M - $1.63M
|
118K
$5.08M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.1K+ 592.95% |
$1.55M - $1.59M
|
42.2K
$1.82M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
29.6K+ 482.14% |
$1.27M - $1.3M
|
35.7K
$1.54M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
25.6K+ 2.25% |
$1.1M - $1.13M
|
1.16M
$50.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.9KNew |
$1.03M - $1.05M
|
23.9K
$1.03M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.1K+ 14.4% |
$948K - $971K
|
175K
$7.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
20.1K+ 2.33% |
$866K - $886K
|
883K
$38M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.5K+ 52.63% |
$709K - $726K
|
47.9K
$2.06M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.5K+ 63.71% |
$709K - $726K
|
42.4K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
15.7KNew |
$674K - $690K
|
15.7K
$675K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
14.5K+ 2.09% |
$624K - $639K
|
711K
$30.6M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.5KNew |
$538K - $551K
|
12.5K
$539K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
12.1K+ 22.27% |
$520K - $532K
|
66.4K
$2.86M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
8.36K+ 17.39% |
$359K - $368K
|
56.4K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
7.81K+ 15.32% |
$336K - $343K
|
58.8K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.68K+ 70.8% |
$330K - $338K
|
18.5K
$798K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.59K+ 7.39% |
$326K - $334K
|
110K
$4.75M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.23K+ 99.48% |
$311K - $318K
|
14.5K
$624K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.67K+ 23.11% |
$287K - $294K
|
35.6K
$1.53M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.53K+ 32.86% |
$281K - $287K
|
26.4K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.33K+ 46.43% |
$272K - $279K
|
20K
$860K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.9KNew |
$254K - $260K
|
5.9K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.67K+ 90.9% |
$244K - $249K
|
11.9K
$512K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.41K+ 11.94% |
$232K - $238K
|
50.7K
$2.18M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.2KNew |
$224K - $229K
|
5.2K
$224K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
5.1KNew |
$219K - $224K
|
5.1K
$219K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.82KNew |
$207K - $212K
|
4.82K
$208K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
4.11K+ 66.91% |
$176K - $181K
|
10.2K
$441K
|