Purchases and Sales Made in Q2 2023 in Wisdomtree Yield Enhanced U.S. (AGGY)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.18K- 8.35% |
$93.4K - $96.4K
|
23.9K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.19K- 10.91% |
$93.5K - $96.6K
|
17.8K
$778K
|
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-3.19K- 8.81% |
$137K - $141K
|
33K
$1.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.43K- 58.49% |
$147K - $151K
|
2.43K
$106K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4K- 11.03% |
$171K - $177K
|
32.3K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.01K- 44.46% |
$172K - $177K
|
5.01K
$218K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.01K- 21.35% |
$172K - $177K
|
14.8K
$644K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.51K- 13.45% |
$193K - $199K
|
29K
$1.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.73K- 24.37% |
$245K - $253K
|
17.8K
$774K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.33K- 7.65% |
$271K - $280K
|
76.4K
$3.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.78K- 22.32% |
$290K - $299K
|
23.6K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.7K- 24.42% |
$456K - $470K
|
33K
$1.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-11K- 42.66% |
$473K - $488K
|
14.8K
$647K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.9K- 8.53% |
$723K - $746K
|
181K
$7.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-17K- 67.73% |
$727K - $751K
|
8.1K
$353K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-19K- 2.94% |
$813K - $839K
|
627K
$27.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.7K- 4.0% |
$844K - $871K
|
473K
$20.6M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-25.1K- 16.33% |
$1.07M - $1.11M
|
129K
$5.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-42.9K- 75.29% |
$1.83M - $1.89M
|
14.1K
$613K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-64.3K- 85.24% |
$2.75M - $2.84M
|
11.1K
$485K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-90.8K- 47.28% |
$3.89M - $4.01M
|
101K
$4.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-108K- 46.79% |
$4.64M - $4.79M
|
123K
$5.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-135K- 9.07% |
$5.76M - $5.94M
|
1.35M
$58.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-234K- 37.69% |
$10M - $10.4M
|
387K
$16.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-323K- 17.74% |
$13.8M - $14.3M
|
1.5M
$65.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.56M- 36.69% |
$66.9M - $69M
|
2.7M
$118M
|