Purchases and Sales Made in Q2 2023 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 2023. 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 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
368K
+ 194.21%
$15.8M - $16.3M
558K $24M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
179K
+ 89.81%
$7.67M - $7.92M
379K $16.3M
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
123K
New
$5.26M - $5.42M
123K $5.29M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
84.2K
New
$3.6M - $3.72M
84.2K $3.63M
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
72.5K
New
$3.1M - $3.2M
72.5K $3.12M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
50.9K
+ 14.81%
$2.18M - $2.25M
395K $17M
Jul 17, 2023 Q2 2023
Simpli Fi, Inc.

BUY
 -
47.7K
+ 5.95%
$2.04M - $2.11M
850K $36.6M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
46K
+ 24.02%
$1.97M - $2.03M
237K $10.2M
Jul 14, 2023 Q2 2023
Oxinas Partners Wealth Management LLC

BUY
 -
42.8K
New
$1.83M - $1.89M
42.8K $1.84M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
41K
+ 5.98%
$1.76M - $1.81M
727K $31.3M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
33.2K
+ 3.17%
$1.42M - $1.47M
1.08M $46.5M
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
31.8K
+ 26.75%
$1.36M - $1.4M
151K $6.48M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
27.5K
+ 88.53%
$1.18M - $1.22M
58.6K $2.52M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
23.4K
+ 28.69%
$1M - $1.03M
105K $4.52M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
13.5K
+ 17.14%
$576K - $595K
92K $3.96M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
12.5K
New
$533K - $550K
12.5K $536K
Jul 31, 2023 Q2 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
12.3K
New
$526K - $543K
12.3K $529K
Aug 11, 2023 Q2 2023
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
11.9K
New
$509K - $526K
11.9K $512K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
11.7K
+ 30.01%
$499K - $515K
50.5K $2.17M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
11.2K
New
$481K - $496K
11.2K $484K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
10.6K
+ 2.73%
$456K - $470K
401K $17.3M
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
9.52K
New
$407K - $420K
9.52K $410K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
9.02K
New
$386K - $399K
9.02K $388K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
7.91K
+ 571.39%
$338K - $349K
9.29K $400K
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
7.75K
+ 13.19%
$332K - $342K
66.5K $2.86M
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
6.63K
New
$284K - $293K
6.63K $286K
Jul 13, 2023 Q2 2023
Win Advisors, Inc

BUY
 -
6.53K
New
$279K - $288K
6.53K $281K
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
6K
+ 9.85%
$257K - $265K
66.8K $2.88M
Aug 14, 2023 Q2 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
5.89K
New
$252K - $260K
5.89K $254K
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
5.35K
New
$229K - $236K
5.35K $230K
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
5.24K
New
$224K - $232K
5.24K $226K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.85K
New
$208K - $214K
4.85K $209K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
4.18K
+ 63.68%
$179K - $185K
10.7K $463K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
3.6K
+ 45.86%
$154K - $159K
11.5K $493K
Aug 08, 2023 Q2 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
2.76K
+ 2.42%
$118K - $122K
117K $5.02M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
2.66K
+ 184.57%
$114K - $117K
4.1K $176K
Aug 11, 2023 Q2 2023
Financial Planning & Information Services, Inc.

BUY
 -
2.44K
+ 4.91%
$105K - $108K
52.2K $2.25M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.4K
+ 3.11%
$102K - $106K
79.3K $3.41M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.19K
+ 22.25%
$93.7K - $96.7K
12K $518K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1.96K
New
$83.8K - $86.5K
1.96K $84.3K
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
1.89K
+ 17.32%
$80.9K - $83.5K
12.8K $551K
Jul 14, 2023 Q2 2023
Trinity Wealth Management, LLC

BUY
 -
1.76K
+ 11.0%
$75.1K - $77.6K
17.7K $763K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.7K
+ 11.66%
$72.6K - $75K
16.2K $700K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
1.47K
+ 7.61%
$63K - $65.1K
20.8K $897K
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
1.35K
+ 12.03%
$57.9K - $59.8K
12.6K $543K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.3K
+ 8.54%
$55.5K - $57.3K
16.5K $710K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.22K
New
$52K - $53.7K
1.22K $52.3K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
1.1K
+ 5.95%
$47.2K - $48.7K
19.6K $846K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
1.07K
+ 6.33%
$45.8K - $47.3K
18K $774K

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