Purchases and Sales Made in Q2 2022 in Wisdomtree Yield Enhanced U.S. (AGGY)

AGGY Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q2 2022. 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
Aug 04, 2022 Q2 2022
Aj Wealth Strategies, LLC

BUY
 -
1.79M
+ 1988.95%
$77.9M - $85.6M
1.88M $81.3M
Jul 22, 2022 Q2 2022
Savant Capital, LLC

BUY
 -
767K
+ 220.04%
$33.5M - $36.7M
1.12M $48.3M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
300K
New
$13.1M - $14.4M
300K $13M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
289K
+ 65.37%
$12.6M - $13.8M
730K $31.6M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
236K
New
$10.3M - $11.3M
236K $10.2M
Jul 13, 2022 Q2 2022
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
154K
+ 97.77%
$6.7M - $7.35M
311K $13.4M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
133K
+ 71.55%
$5.82M - $6.39M
320K $13.9M
Aug 05, 2022 Q2 2022
Meridian Wealth Management, LLC

BUY
 -
100K
New
$4.37M - $4.8M
100K $4.34M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
95K
+ 16.54%
$4.14M - $4.55M
669K $29M
Jul 15, 2022 Q2 2022
Miracle Mile Advisors, LLC

BUY
 -
91.7K
+ 12.55%
$4M - $4.39M
822K $35.6M
Aug 15, 2022 Q2 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
33.3K
New
$1.45M - $1.59M
33.3K $1.44M
Jul 19, 2022 Q2 2022
Gps Wealth Strategies Group, LLC

BUY
 -
26.7K
New
$1.16M - $1.28M
26.7K $1.16M
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
24.6K
+ 11.86%
$1.07M - $1.18M
232K $10M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
18.3K
+ 12.79%
$796K - $875K
161K $6.98M
Jul 14, 2022 Q2 2022
Ford Financial Group, LLC

BUY
 -
17.9K
+ 172.18%
$778K - $855K
28.2K $1.22M
Aug 15, 2022 Q2 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
16.7K
+ 68.34%
$729K - $800K
41.2K $1.78M
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
16.2K
+ 197.55%
$706K - $776K
24.4K $1.06M
Jul 20, 2022 Q2 2022
Trilogy Capital Inc.

BUY
 -
14.1K
+ 1.45%
$613K - $673K
984K $42.6M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
13.1K
+ 22.18%
$573K - $629K
72.4K $3.13M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
9.37K
+ 3070.82%
$408K - $449K
9.67K $419K
Aug 10, 2022 Q2 2022
Kwb Wealth

Redlands, CA
BUY
 -
7.79K
+ 2.76%
$340K - $373K
290K $12.5M
Aug 05, 2022 Q2 2022
Wade Financial Advisory, Inc

BUY
 -
7.62K
+ 13.92%
$332K - $365K
62.4K $2.7M
Jul 19, 2022 Q2 2022
Pinnacle Financial Group, LLC

BUY
 -
7.44K
New
$324K - $356K
7.44K $322K
Aug 11, 2022 Q2 2022
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
7.2K
New
$314K - $345K
7.2K $312K
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
7.19K
New
$313K - $344K
7.19K $311K
Jul 27, 2022 Q2 2022
Advisor Resource Council

BUY
 -
6.68K
New
$291K - $320K
6.68K $289K
Aug 15, 2022 Q2 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
5.48K
New
$239K - $262K
5.48K $237K
Jul 11, 2022 Q2 2022
S.C. Financial Services, Inc.

BUY
 -
5K
New
$218K - $239K
5K $216K
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

BUY
 -
4.94K
+ 65.03%
$215K - $236K
12.5K $542K
Aug 09, 2022 Q2 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
4.74K
+ 5.57%
$206K - $227K
89.8K $3.89M
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

BUY
 -
4.65K
+ 39.97%
$203K - $223K
16.3K $705K
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
4.26K
+ 2.7%
$186K - $204K
162K $7.02M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
4.26K
+ 2.7%
$186K - $204K
162K $7.02M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.91K
+ 5.21%
$127K - $139K
58.7K $2.54M
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
BUY
 -
2.56K
+ 16.52%
$111K - $122K
18K $781K
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.28K
+ 5.06%
$99.2K - $109K
47.3K $2.05M
Aug 03, 2022 Q2 2022
Roosevelt Investment Group LLC

BUY
 -
2.24K
+ 3.13%
$97.5K - $107K
73.8K $3.2M
Jul 13, 2022 Q2 2022
Bridge Advisory, LLC

BUY
 -
2.13K
+ 16.31%
$92.9K - $102K
15.2K $657K
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.49K
+ 40.3%
$64.9K - $71.3K
5.18K $224K
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

BUY
 -
1.45K
+ 30.53%
$63K - $69.2K
6.18K $267K
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
1.26K
New
$54.7K - $60.1K
1.26K $54.3K
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
1.25K
+ 11.21%
$54.7K - $60.1K
12.4K $538K
Aug 15, 2022 Q2 2022
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
1.15K
+ 15.34%
$50K - $54.9K
8.62K $373K
Aug 02, 2022 Q2 2022
Mufg Americas Holdings Corp

BUY
 -
1.03K
New
$44.8K - $49.2K
1.03K $44.5K
Aug 11, 2022 Q2 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
1.01K
+ 2.43%
$43.9K - $48.2K
42.4K $1.84M
Dec 01, 2022 Q2 2022
Mufg Americas Holdings Corp

BUY
 -
919
+ 850.93%
$40.1K - $44K
1.03K $44.5K
Aug 15, 2022 Q2 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
886
New
$38.6K - $42.4K
886 $38.4K
Jul 19, 2022 Q2 2022
Beacon Financial Group

BUY
 -
768
+ 4.38%
$33.5K - $36.8K
18.3K $793K
Aug 12, 2022 Q2 2022
First Foundation Advisors

Irvine, CA
BUY
 -
571
+ 1.69%
$24.9K - $27.3K
34.3K $1.48M

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