Purchases and Sales Made in Q1 2025 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q1 2025. 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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
125K+ 80.41% |
$5.29M - $5.47M
|
280K
$12M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99.3K+ 13.02% |
$4.21M - $4.35M
|
862K
$36.8M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
91.7KNew |
$3.88M - $4.02M
|
91.7K
$3.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
79.4K+ 139240.34% |
$3.36M - $3.48M
|
79.4K
$3.39M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
49.1K+ 8.12% |
$2.08M - $2.15M
|
654K
$27.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.3K+ 53.07% |
$2.05M - $2.12M
|
139K
$5.95M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.1K+ 196.85% |
$1.87M - $1.93M
|
66.5K
$2.84M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44K+ 71.22% |
$1.87M - $1.93M
|
106K
$4.52M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44K+ 11.03% |
$1.87M - $1.93M
|
443K
$18.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
40.5KNew |
$1.72M - $1.77M
|
40.5K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
28.9K+ 52.52% |
$1.22M - $1.27M
|
84K
$3.59M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
27.9KNew |
$1.18M - $1.22M
|
27.9K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27KNew |
$1.14M - $1.18M
|
27K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
26.1KNew |
$1.11M - $1.14M
|
26.1K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
21.2K+ 2.3% |
$897K - $928K
|
942K
$40.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.5K+ 32.41% |
$869K - $899K
|
83.9K
$3.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
20.4KNew |
$866K - $895K
|
20.4K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.9K+ 5.53% |
$843K - $872K
|
380K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.7K+ 63.37% |
$666K - $688K
|
40.5K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.7K+ 12.6% |
$665K - $687K
|
140K
$5.99M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
15.6K+ 47.49% |
$662K - $684K
|
48.5K
$2.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
15.4K+ 8.0% |
$652K - $674K
|
208K
$8.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
14K+ 9.51% |
$591K - $612K
|
161K
$6.87M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.4K+ 9.79% |
$526K - $544K
|
139K
$5.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
11.7K+ 8.01% |
$494K - $510K
|
157K
$6.71M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.9KNew |
$461K - $477K
|
10.9K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1K+ 14.16% |
$426K - $441K
|
81.1K
$3.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.56KNew |
$405K - $419K
|
9.56K
$408K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.2K+ 35.91% |
$347K - $359K
|
31K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.61K+ 6.44% |
$323K - $333K
|
126K
$5.38M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.15K+ 105.68% |
$303K - $313K
|
13.9K
$594K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.99K+ 38.04% |
$296K - $306K
|
25.4K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.65KNew |
$281K - $291K
|
6.65K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
6.52KNew |
$276K - $285K
|
6.52K
$278K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
6.51KNew |
$276K - $285K
|
6.51K
$278K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.79KNew |
$245K - $254K
|
5.79K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
5.72KNew |
$242K - $251K
|
5.72K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.7KNew |
$241K - $250K
|
5.7K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.02K+ 41.14% |
$213K - $220K
|
17.2K
$735K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.79KNew |
$203K - $210K
|
4.79K
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.63KNew |
$196K - $203K
|
4.63K
$198K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.57K+ 66.65% |
$151K - $156K
|
8.93K
$381K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.49K+ 0.3% |
$148K - $153K
|
1.18M
$50.5M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.47K+ 14.3% |
$147K - $152K
|
27.8K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.16K+ 106.62% |
$134K - $138K
|
6.12K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.99KNew |
$127K - $131K
|
2.99K
$128K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.56KNew |
$108K - $112K
|
2.56K
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.78K+ 16.34% |
$75.5K - $78.1K
|
12.7K
$542K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.6KNew |
$67.6K - $69.9K
|
1.6K
$68.1K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.36K+ 8.24% |
$57.5K - $59.4K
|
17.8K
$761K
|