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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-636- 7.36% |
$26.9K - $27.9K
|
8K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-683- 67.29% |
$28.9K - $29.9K
|
332
$14.2K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-739- 1.9% |
$31.3K - $32.4K
|
38.1K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-781- 7.89% |
$33.1K - $34.2K
|
9.12K
$389K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-791- 10.14% |
$33.5K - $34.6K
|
7.01K
$299K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-979- 18.02% |
$41.5K - $42.9K
|
4.46K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02KClosed |
$43.3K - $44.8K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.05K- 0.41% |
$44.4K - $45.9K
|
255K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.05K- 1.09% |
$44.4K - $45.9K
|
95.6K
$4.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.33K- 16.64% |
$56.1K - $58K
|
6.64K
$283K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.36K- 18.65% |
$57.8K - $59.7K
|
5.95K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.6K- 1.37% |
$67.8K - $70.1K
|
115K
$4.9M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 4.72% |
$68K - $70.3K
|
32.4K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.61K- 4.67% |
$68K - $70.3K
|
32.8K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.61K- 16.92% |
$68.2K - $70.5K
|
7.9K
$337K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.93K- 20.43% |
$81.6K - $84.4K
|
7.51K
$320K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.04K- 2.94% |
$86.6K - $89.5K
|
67.5K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.13K- 2.75% |
$90.2K - $93.3K
|
75.4K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.86K- 2.09% |
$121K - $125K
|
134K
$5.73M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.15K- 4.79% |
$133K - $138K
|
62.6K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.24K- 76.38% |
$137K - $142K
|
1K
$42.8K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.49K- 20.23% |
$148K - $153K
|
13.8K
$587K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.64K- 41.5% |
$154K - $160K
|
5.13K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-3.99K- 18.41% |
$169K - $175K
|
17.7K
$754K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.74K- 36.01% |
$201K - $208K
|
8.43K
$360K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.79K- 46.97% |
$203K - $210K
|
5.41K
$231K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.38K- 46.34% |
$228K - $236K
|
6.23K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5.85K- 89.26% |
$248K - $256K
|
704
$30K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.96K- 24.96% |
$252K - $261K
|
17.9K
$764K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.98K- 6.12% |
$253K - $262K
|
91.6K
$3.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.12K- 23.92% |
$259K - $268K
|
19.5K
$830K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-6.24K- 53.16% |
$264K - $273K
|
5.5K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.39K- 8.76% |
$271K - $280K
|
66.6K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.95K- 8.51% |
$294K - $304K
|
74.7K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.92K- 12.42% |
$335K - $347K
|
55.8K
$2.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.3K- 62.84% |
$352K - $363K
|
4.91K
$209K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.47K- 21.74% |
$401K - $415K
|
34.1K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-9.58K- 9.26% |
$406K - $420K
|
93.9K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-10.6K- 21.4% |
$451K - $466K
|
39.1K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.8K- 3.91% |
$457K - $473K
|
266K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-10.8K- 53.41% |
$458K - $474K
|
9.44K
$403K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-11.2K- 15.18% |
$476K - $492K
|
62.7K
$2.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.1K- 58.16% |
$767K - $793K
|
13K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.4K- 0.88% |
$1.08M - $1.11M
|
2.85M
$121M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-29.8K- 35.49% |
$1.26M - $1.31M
|
54.2K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.6K- 7.22% |
$1.63M - $1.69M
|
496K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-42K- 98.76% |
$1.78M - $1.84M
|
528
$22.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-42.5K- 94.65% |
$1.8M - $1.86M
|
2.4K
$102K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-51.8K- 7.23% |
$2.2M - $2.27M
|
665K
$28.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70.8K- 5.42% |
$3M - $3.1M
|
1.24M
$52.8M
|