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 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.7K- 1.5% |
$1.03M - $1.13M
|
1.55M
$67.2M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-24.1KClosed |
$1.05M - $1.16M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-26.4KClosed |
$1.15M - $1.27M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-32.1K- 11.7% |
$1.4M - $1.54M
|
242K
$10.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-34.2K- 44.35% |
$1.49M - $1.64M
|
42.9K
$1.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35K- 40.75% |
$1.52M - $1.67M
|
50.8K
$2.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-35.3K- 98.91% |
$1.54M - $1.69M
|
390
$16.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-35.6K- 6.41% |
$1.55M - $1.7M
|
520K
$22.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-49.8K- 65.63% |
$2.17M - $2.38M
|
26.1K
$1.13M
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-60.8K- 43.31% |
$2.65M - $2.91M
|
79.6K
$3.45M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.2K- 71.98% |
$3.32M - $3.65M
|
29.7K
$1.28M
|
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-78.4K- 92.14% |
$3.42M - $3.76M
|
6.69K
$290K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-104K- 5.36% |
$4.53M - $4.98M
|
1.84M
$79.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-104K- 31.36% |
$4.55M - $5M
|
228K
$9.89M
|
|
|
Oct 28, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-155K- 50.0% |
$6.77M - $7.44M
|
155K
$6.72M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-156K- 97.2% |
$6.78M - $7.45M
|
4.48K
$194K
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-180KClosed |
$7.87M - $8.64M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-200K- 44.05% |
$8.71M - $9.56M
|
254K
$11M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-236KClosed |
$10.3M - $11.3M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-276KClosed |
$12M - $13.2M
|
0
$0
|
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-314K- 98.0% |
$13.7M - $15M
|
6.41K
$278K
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-454KClosed |
$19.8M - $21.7M
|
0
$0
|