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
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.36K+ 8.24% |
$57.5K - $59.4K
|
17.8K
$760K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.18K+ 2.3% |
$49.9K - $51.6K
|
52.4K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
1.17K+ 14.39% |
$49.5K - $51.2K
|
9.28K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.07K+ 3.6% |
$45.2K - $46.8K
|
30.7K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
701+ 2.14% |
$29.7K - $30.7K
|
33.5K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
701+ 4.19% |
$29.7K - $30.7K
|
17.4K
$743K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
603+ 5.64% |
$25.5K - $26.4K
|
11.3K
$482K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
581+ 3.72% |
$24.6K - $25.4K
|
16.2K
$691K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
558+ 0.27% |
$23.6K - $24.4K
|
207K
$8.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
510+ 10.16% |
$21.6K - $22.3K
|
5.53K
$236K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
440+ 8.94% |
$18.6K - $19.3K
|
5.36K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
435+ 6.62% |
$18.4K - $19.1K
|
7K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
396+ 77.19% |
$16.8K - $17.3K
|
909
$38.8K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
338+ 1.17% |
$14.3K - $14.8K
|
29.2K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
320New |
$13.6K - $14K
|
320
$13.7K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
267+ 25.14% |
$11.3K - $11.7K
|
1.33K
$56.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
201New |
$8.51K - $8.8K
|
201
$8.58K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
200New |
$8.47K - $8.76K
|
200
$8.53K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
199New |
$8.43K - $8.72K
|
199
$8.49K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
176+ 1.58% |
$7.46K - $7.71K
|
11.3K
$484K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
169+ 1.3% |
$7.16K - $7.4K
|
13.2K
$563K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
159+ 1.86% |
$6.74K - $6.96K
|
8.73K
$373K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
150New |
$6.35K - $6.57K
|
150
$6.4K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
147+ 1.15% |
$6.23K - $6.44K
|
13K
$553K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
112+ 2.16% |
$4.74K - $4.91K
|
5.3K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90+ 1.44% |
$3.81K - $3.94K
|
6.35K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
58+ 1.14% |
$2.46K - $2.54K
|
5.15K
$220K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
57+ 3.38% |
$2.41K - $2.5K
|
1.74K
$74.4K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
39New |
$1.65K - $1.71K
|
39
$1.66K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
30+ 0.06% |
$1.27K - $1.31K
|
48.9K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
10New |
$424 - $438
|
10
$427
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 1.1% |
$127 - $131
|
275
$11.7K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 12.5% |
$42.4 - $43.8
|
9
$384
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-20- 7.09% |
$847 - $876
|
262
$11.2K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-40- 3.09% |
$1.69K - $1.75K
|
1.25K
$53.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-68- 0.66% |
$2.88K - $2.98K
|
10.2K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-68- 0.88% |
$2.88K - $2.98K
|
7.65K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-92- 1.29% |
$3.9K - $4.03K
|
7.06K
$301K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-94- 0.45% |
$3.98K - $4.12K
|
20.7K
$883K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-126- 37.84% |
$5.34K - $5.52K
|
207
$8.83K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-151- 1.2% |
$6.4K - $6.61K
|
12.4K
$530K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-182- 5.14% |
$7.71K - $7.97K
|
3.36K
$143K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-300- 5.72% |
$12.7K - $13.1K
|
4.94K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-308- 2.51% |
$13K - $13.5K
|
12K
$510K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-323- 0.15% |
$13.7K - $14.1K
|
221K
$9.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-433- 3.05% |
$18.3K - $19K
|
13.8K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-440- 0.98% |
$18.6K - $19.3K
|
44.5K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-527- 27.29% |
$22.3K - $23.1K
|
1.4K
$59.9K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-560- 2.09% |
$23.7K - $24.5K
|
26.3K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-624- 0.3% |
$26.4K - $27.3K
|
210K
$8.97M
|