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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.03KNew |
$173K - $177K
|
4.03K
$173K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.67K+ 15.33% |
$158K - $161K
|
27.6K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.35KNew |
$144K - $147K
|
3.35K
$144K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.01K+ 44.37% |
$129K - $132K
|
9.8K
$422K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.8K+ 28.32% |
$120K - $123K
|
12.7K
$546K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.54K+ 33.8% |
$109K - $112K
|
10.1K
$433K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.54K+ 87.44% |
$109K - $112K
|
5.45K
$234K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.52K+ 31.68% |
$108K - $111K
|
10.5K
$451K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.33K+ 5.4% |
$100K - $102K
|
45.4K
$1.95M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.7K+ 26.61% |
$73.2K - $75K
|
8.11K
$349K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.4K+ 13.48% |
$60K - $61.4K
|
11.7K
$506K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.27K+ 8.03% |
$54.5K - $55.8K
|
17.1K
$735K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.21K+ 6.77% |
$51.8K - $53K
|
19K
$818K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.16K+ 6.18% |
$49.9K - $51.1K
|
20K
$860K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.15K+ 71.67% |
$49.3K - $50.4K
|
2.75K
$118K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
783+ 2.69% |
$33.7K - $34.4K
|
29.8K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
774New |
$33.3K - $34K
|
774
$33.3K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
763+ 25.75% |
$32.8K - $33.6K
|
3.73K
$160K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
722+ 8.28% |
$31K - $31.8K
|
9.44K
$406K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
467+ 6.27% |
$20.1K - $20.5K
|
7.91K
$341K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
393+ 1.24% |
$16.9K - $17.3K
|
32.1K
$1.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
344+ 3.38% |
$14.8K - $15.1K
|
10.5K
$452K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
336+ 0.48% |
$14.4K - $14.8K
|
69.7K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
239+ 3.62% |
$10.3K - $10.5K
|
6.83K
$294K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
225+ 1.8% |
$9.67K - $9.9K
|
12.7K
$549K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
218New |
$9.37K - $9.59K
|
218
$9.38K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
182+ 6.49% |
$7.82K - $8.01K
|
2.99K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
127+ 1.04% |
$5.46K - $5.59K
|
12.4K
$534K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
122+ 7.85% |
$5.24K - $5.37K
|
1.68K
$72.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100New |
$4.3K - $4.4K
|
100
$4.31K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
56+ 11.27% |
$2.41K - $2.46K
|
553
$23.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
40+ 0.39% |
$1.72K - $1.76K
|
10.4K
$447K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20New |
$860 - $880
|
20
$861
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 0.16% |
$645 - $660
|
9.34K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.57% |
$129 - $132
|
525
$22.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-23- 0.46% |
$989 - $1.01K
|
4.98K
$214K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-52- 18.98% |
$2.23K - $2.29K
|
222
$9.56K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-70- 21.02% |
$3.01K - $3.08K
|
263
$11.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-74- 0.15% |
$3.18K - $3.26K
|
50.7K
$2.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-92- 10.67% |
$3.95K - $4.05K
|
770
$33.1K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-119- 19.22% |
$5.11K - $5.23K
|
500
$21.5K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-144- 2.04% |
$6.19K - $6.33K
|
6.93K
$298K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-167- 1.77% |
$7.18K - $7.35K
|
9.24K
$398K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-175- 1.34% |
$7.52K - $7.7K
|
12.8K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-186- 5.6% |
$7.99K - $8.18K
|
3.14K
$135K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-199- 95.22% |
$8.55K - $8.75K
|
10
$431
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-204- 30.86% |
$8.77K - $8.97K
|
457
$19.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-232- 31.69% |
$9.97K - $10.2K
|
500
$21.5K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-287- 23.62% |
$12.3K - $12.6K
|
928
$40K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-292- 2.64% |
$12.6K - $12.8K
|
10.8K
$464K
|