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 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1K
New
$42.8K - $44.2K
1K $43.6K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
585
+ 2.74%
$25K - $25.8K
21.9K $956K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
489
+ 98.39%
$20.9K - $21.6K
986 $43K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
462
New
$19.8K - $20.4K
462 $20.1K
Aug 08, 2023 Q2 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
451
+ 10.97%
$19.3K - $19.9K
4.56K $199K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
300
New
$12.8K - $13.3K
300 $13.1K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
289
+ 4.75%
$12.4K - $12.8K
6.38K $278K
Jul 10, 2023 Q2 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
287
+ 6.01%
$12.3K - $12.7K
5.06K $221K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
252
New
$10.8K - $11.1K
252 $11K
Jul 20, 2023 Q2 2023
Beacon Financial Group

BUY
 -
208
+ 1.2%
$8.9K - $9.19K
17.5K $762K
Aug 13, 2024 Q2 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
161
+ 2.4%
$6.89K - $7.11K
6.88K $300K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
137
New
$5.86K - $6.05K
137 $5.97K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
120
New
$5.13K - $5.3K
120 $5.23K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
77
New
$3.29K - $3.4K
77 $3.35K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
70
+ 1.25%
$3K - $3.09K
5.68K $247K
Aug 01, 2023 Q2 2023
Firethorn Wealth Partners, LLC

BUY
 -
46
+ 0.8%
$1.97K - $2.03K
5.82K $254K
Aug 01, 2023 Q2 2023
Farmers & Merchants Investments Inc

BUY
 -
33
New
$1.41K - $1.46K
33 $1.44K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
33
New
$1.41K - $1.46K
33 $1.44K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
26
+ 0.51%
$1.11K - $1.15K
5.09K $222K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
25
New
$1.07K - $1.1K
25 $1.09K
Aug 14, 2023 Q2 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
19
+ 0.32%
$813 - $839
5.87K $256K
Aug 07, 2023 Q2 2023
Townsend Asset Management Corp

BUY
 -
12
+ 0.3%
$513 - $530
4.07K $178K
Aug 10, 2023 Q2 2023
Cornerstone Retirement Group, Inc.

BUY
 -
11
+ 0.17%
$471 - $486
6.37K $278K
Jul 07, 2023 Q2 2023
Savior LLC

BUY
 -
5
+ 0.35%
$214 - $221
1.43K $62.5K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
5
+ 0.27%
$214 - $221
1.87K $81.3K
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
2
+ 1.25%
$85.6 - $88.3
162 $7.06K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 0.78%
$42.8 - $44.2
130 $5.66K
Aug 14, 2023 Q2 2023
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-29
- 0.25%
$1.24K - $1.28K
11.7K $511K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-58
- 6.24%
$2.48K - $2.56K
872 $38K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-68
- 2.22%
$2.91K - $3K
3K $130K
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-73
- 1.23%
$3.12K - $3.22K
5.86K $255K
Aug 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
SELL
 -
-93
- 0.41%
$3.98K - $4.11K
22.8K $992K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-100
- 2.05%
$4.28K - $4.42K
4.77K $208K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
SELL
 -
-110
- 16.67%
$4.71K - $4.86K
550 $24K
Jul 21, 2023 Q2 2023
North Crest Asset Manangement, LLC

SELL
 -
-120
- 0.4%
$5.13K - $5.3K
29.6K $1.29M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

SELL
 -
-131
- 1.77%
$5.61K - $5.79K
7.26K $316K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-221
- 2.82%
$9.46K - $9.76K
7.61K $332K
Apr 26, 2024 Q2 2023
Prestige Wealth Management Group LLC

SELL
 -
-290
- 0.06%
$12.4K - $12.8K
520K $22.7M
Aug 11, 2023 Q2 2023
Prestige Wealth Management Group LLC

SELL
 -
-290
- 0.06%
$12.4K - $12.8K
520K $22.7M
Jul 17, 2023 Q2 2023
Centennial Wealth Advisory LLC

SELL
 -
-333
- 1.22%
$14.2K - $14.7K
26.9K $1.17M
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-366
- 6.79%
$15.7K - $16.2K
5.02K $219K
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

SELL
 -
-407
- 3.45%
$17.4K - $18K
11.4K $496K
Jul 31, 2023 Q2 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-446
- 6.93%
$19.1K - $19.7K
5.99K $261K
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
SELL
 -
-506
- 1.28%
$21.7K - $22.4K
39K $1.7M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-570
- 8.56%
$24.4K - $25.2K
6.09K $265K
Jul 28, 2023 Q2 2023
Sharper & Granite LLC

El Segundo, CA
SELL
 -
-595
- 1.3%
$25.5K - $26.3K
45K $1.96M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-636
- 6.54%
$27.2K - $28.1K
9.09K $396K
Aug 07, 2023 Q2 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-807
- 6.71%
$34.5K - $35.6K
11.2K $489K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

SELL
 -
-1.32K
- 4.28%
$56.4K - $58.2K
29.5K $1.28M

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