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
Jul 13, 2022 Q2 2022
Tsfg, LLC

SELL
 -
-1.37K
- 33.69%
$59.8K - $65.7K
2.7K $116K
Jul 12, 2022 Q2 2022
Centennial Wealth Advisory LLC

SELL
 -
-1.85K
- 6.16%
$80.5K - $88.5K
28.1K $1.21M
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-1.96K
Closed
$85.3K - $93.7K
0 $0
Jul 26, 2022 Q2 2022
New Square Capital LLC

SELL
 -
-2.1K
- 30.09%
$91.6K - $101K
4.88K $210K
Jul 27, 2022 Q2 2022
Inspirion Wealth Advisors, LLC

SELL
 -
-2.35K
- 22.36%
$103K - $113K
8.16K $352K
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-2.52K
- 31.57%
$110K - $120K
5.45K $235K
Aug 15, 2022 Q2 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-2.71K
- 12.26%
$118K - $130K
19.4K $835K
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-3.14K
- 23.4%
$137K - $150K
10.3K $443K
Jul 13, 2022 Q2 2022
Blue Zone Wealth Advisors, LLC

SELL
 -
-3.21K
- 12.19%
$140K - $153K
23.1K $995K
Aug 11, 2022 Q2 2022
Bivin & Associates, Inc.

Ponca City, OK
SELL
 -
-3.65K
Closed
$159K - $175K
0 $0
Aug 10, 2022 Q2 2022
Prestige Wealth Management Group LLC

SELL
 -
-4.14K
- 0.83%
$181K - $198K
493K $21.3M
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-4.18K
Closed
$182K - $200K
0 $0
Aug 04, 2022 Q2 2022
Retirement Group, LLC

SELL
 -
-4.5K
- 98.38%
$196K - $216K
74 $3.19K
Aug 09, 2022 Q2 2022
Catalyst Capital Advisors LLC

Huntington, NY
SELL
 -
-4.7K
Closed
$205K - $225K
0 $0
Aug 15, 2022 Q2 2022
Teza Capital Management LLC

Chicago, IL
SELL
 -
-4.7K
Closed
$205K - $225K
0 $0
Jul 12, 2022 Q2 2022
Acorn Financial Advisory Services Inc

SELL
 -
-4.75K
Closed
$207K - $228K
0 $0
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-4.76K
- 32.85%
$207K - $228K
9.73K $420K
Aug 03, 2022 Q2 2022
Firethorn Wealth Partners, LLC

SELL
 -
-4.77K
- 37.2%
$208K - $228K
8.05K $347K
Jul 11, 2022 Q2 2022
Ewg Elevate Inc.

SELL
 -
-4.78K
Closed
$208K - $229K
0 $0
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-4.82K
Closed
$210K - $231K
0 $0
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-4.85K
Closed
$212K - $232K
0 $0
Jul 22, 2022 Q2 2022
Sns Financial Group, LLC

SELL
 -
-5.04K
- 9.15%
$220K - $241K
50K $2.16M
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-5.09K
Closed
$222K - $244K
0 $0
Aug 08, 2022 Q2 2022
Lee Financial Group Hawaii, Inc.

Honolulu, HI
SELL
 -
-5.32K
Closed
$232K - $255K
0 $0
Jul 27, 2022 Q2 2022
Founders Financial Securities LLC

SELL
 -
-5.36K
Closed
$234K - $257K
0 $0
Jul 29, 2022 Q2 2022
Burt Wealth Advisors

SELL
 -
-5.37K
Closed
$234K - $257K
0 $0
Aug 03, 2022 Q2 2022
Darwin Advisors, LLC

SELL
 -
-5.58K
- 46.13%
$243K - $267K
6.52K $281K
Jul 07, 2022 Q2 2022
Moody National Bank Trust Division

SELL
 -
-5.85K
Closed
$255K - $280K
0 $0
Aug 03, 2022 Q2 2022
Iag Wealth Partners, LLC

SELL
 -
-5.96K
Closed
$260K - $286K
0 $0
Aug 09, 2022 Q2 2022
Wayfinding Financial, LLC

Lynnwood, WA
SELL
 -
-6.12K
Closed
$267K - $293K
0 $0
Jul 27, 2022 Q2 2022
Strateg Iq Financial Group, LLC

SELL
 -
-6.15K
- 13.82%
$268K - $294K
38.3K $1.65M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

SELL
 -
-6.77K
- 0.94%
$295K - $324K
716K $30.9M
Jul 21, 2022 Q2 2022
Clearwater Capital Advisors, LLC

SELL
 -
-6.93K
- 4.02%
$302K - $332K
165K $7.12M
Aug 12, 2022 Q2 2022
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-7.4K
- 72.34%
$323K - $355K
2.83K $122K
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

SELL
 -
-7.6K
Closed
$331K - $364K
0 $0
Aug 05, 2022 Q2 2022
Aveo Capital Partners, LLC

SELL
 -
-7.73K
- 55.27%
$337K - $370K
6.26K $270K
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-8.57K
Closed
$374K - $410K
0 $0
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-8.93K
- 43.41%
$389K - $428K
11.6K $502K
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
SELL
 -
-9.56K
- 2.68%
$417K - $458K
347K $15M
Jul 19, 2022 Q2 2022
Good Life Advisors, LLC

SELL
 -
-10.4K
Closed
$452K - $497K
0 $0
Aug 11, 2022 Q2 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-11K
- 33.69%
$481K - $528K
21.7K $936K
Jul 19, 2022 Q2 2022
Financial Planning & Information Services, Inc.

SELL
 -
-11.2K
- 14.88%
$487K - $535K
63.9K $2.75M
Aug 15, 2022 Q2 2022
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-11.3K
- 58.11%
$493K - $542K
8.15K $352K
Aug 15, 2022 Q2 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
SELL
 -
-12.9K
Closed
$564K - $619K
0 $0
Jul 13, 2022 Q2 2022
Pfg Advisors

SELL
 -
-14.2K
- 75.11%
$619K - $680K
4.71K $203K
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-17K
- 73.69%
$740K - $813K
6.06K $261K
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

SELL
 -
-17.2K
- 64.46%
$750K - $823K
9.48K $409K
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

SELL
 -
-19.8K
- 7.23%
$861K - $946K
253K $10.9M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-22.8K
- 12.27%
$994K - $1.09M
163K $7.03M

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