Purchases and Sales Made in Q2 2022 in Wisdomtree Yield Enhanced U.S. (AGGY)
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 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
480+ 0.39% |
$20.9K - $23K
|
124K
$5.38M
|
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
426+ 4.88% |
$18.6K - $20.4K
|
9.16K
$396K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
410+ 2.65% |
$17.9K - $19.6K
|
15.9K
$689K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
230New |
$10K - $11K
|
230
$9.96K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
210New |
$9.16K - $10.1K
|
210
$9.09K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
177New |
$7.72K - $8.48K
|
177
$7.66K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
160+ 2.6% |
$6.98K - $7.66K
|
6.31K
$273K
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
117+ 2.01% |
$5.1K - $5.6K
|
5.94K
$257K
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
79+ 0.65% |
$3.44K - $3.78K
|
12.3K
$533K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
78New |
$3.4K - $3.74K
|
78
$3.38K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
78New |
$3.4K - $3.74K
|
78
$3.38K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
70New |
$3.05K - $3.35K
|
70
$3.03K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
68New |
$2.96K - $3.26K
|
68
$2.94K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
38New |
$1.66K - $1.82K
|
38
$1.65K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
26+ 0.54% |
$1.13K - $1.25K
|
4.85K
$210K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
21New |
$916 - $1.01K
|
21
$909
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17+ 3.57% |
$741 - $814
|
493
$21.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16+ 0.25% |
$698 - $766
|
6.4K
$277K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.25% |
$654 - $718
|
5.97K
$258K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.58% |
$610 - $670
|
2.42K
$105K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
13+ 0.62% |
$567 - $623
|
2.12K
$91.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$131 - $144
|
4.7K
$203K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.3% |
$87.2 - $95.8
|
673
$29.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4- -0.0% |
$174 - $192
|
83.7K
$3.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-7- 25.0% |
$305 - $335
|
21
$909
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-34- 41.46% |
$1.48K - $1.63K
|
48
$2.08K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-48Closed |
$2.09K - $2.3K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-66Closed |
$2.88K - $3.16K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-125Closed |
$5.45K - $5.99K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-150- 1.74% |
$6.54K - $7.18K
|
8.45K
$366K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-152- 0.38% |
$6.63K - $7.28K
|
39.8K
$1.72M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-172- 1.94% |
$7.5K - $8.24K
|
8.68K
$376K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-178- 98.89% |
$7.76K - $8.52K
|
2
$86.6
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-183- 55.12% |
$7.98K - $8.76K
|
149
$6.45K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-197- 3.37% |
$8.59K - $9.43K
|
5.65K
$245K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-204- 0.49% |
$8.89K - $9.77K
|
41.7K
$1.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-325- 24.47% |
$14.2K - $15.6K
|
1K
$43.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-326Closed |
$14.2K - $15.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-350- 38.89% |
$15.3K - $16.8K
|
550
$23.8K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-481- 45.12% |
$21K - $23K
|
585
$25.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-545- 0.34% |
$23.8K - $26.1K
|
160K
$6.92M
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-685- 54.06% |
$29.9K - $32.8K
|
582
$25.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-718Closed |
$31.3K - $34.4K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-746- 7.14% |
$32.5K - $35.7K
|
9.71K
$420K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-823- 1.48% |
$35.9K - $39.4K
|
54.7K
$2.37M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-872- 42.85% |
$38K - $41.8K
|
1.16K
$50.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-887- 39.63% |
$38.7K - $42.5K
|
1.35K
$58.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-971- 22.07% |
$42.3K - $46.5K
|
3.43K
$148K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.25KClosed |
$54.6K - $60K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.35K- 30.95% |
$59K - $64.8K
|
3.02K
$131K
|