Purchases and Sales Made in Q2 2024 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q2 2024. 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 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.4K+ 15.13% |
$58.9K - $60.8K
|
10.6K
$459K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.38K+ 82.04% |
$57.9K - $59.7K
|
3.05K
$132K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
1.23K+ 24.07% |
$51.7K - $53.3K
|
6.32K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.11K+ 2.44% |
$46.6K - $48.1K
|
46.5K
$2.01M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
777+ 1.84% |
$32.7K - $33.8K
|
42.9K
$1.85M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
652+ 1.83% |
$27.4K - $28.3K
|
36.2K
$1.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
415+ 8.6% |
$17.5K - $18K
|
5.24K
$226K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
397+ 0.57% |
$16.7K - $17.2K
|
70.1K
$3.02M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
338New |
$14.2K - $14.7K
|
338
$14.6K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
319+ 1.07% |
$13.4K - $13.9K
|
30.2K
$1.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
296+ 3.02% |
$12.5K - $12.9K
|
10.1K
$435K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
280+ 7.51% |
$11.8K - $12.2K
|
4.01K
$173K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
260+ 2.54% |
$10.9K - $11.3K
|
10.5K
$453K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
231+ 4.79% |
$9.73K - $10K
|
5.06K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
158+ 2.28% |
$6.65K - $6.86K
|
7.09K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
133+ 1.07% |
$5.6K - $5.78K
|
12.5K
$540K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
73New |
$3.07K - $3.17K
|
73
$3.15K
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
64+ 0.97% |
$2.69K - $2.78K
|
6.69K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
60+ 10.85% |
$2.53K - $2.61K
|
613
$26.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
54+ 1.08% |
$2.27K - $2.35K
|
5.03K
$217K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
46+ 0.6% |
$1.94K - $2K
|
7.66K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44+ 0.13% |
$1.85K - $1.91K
|
34.8K
$1.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10New |
$421 - $434
|
10
$431
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9+ 0.16% |
$379 - $391
|
5.8K
$250K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8New |
$337 - $348
|
8
$345
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.2% |
$253 - $261
|
2.99K
$129K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.42% |
$168 - $174
|
966
$41.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 1.14% |
$126 - $130
|
266
$11.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.38% |
$84.2 - $86.9
|
527
$22.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 0.22% |
$42.1 - $43.4
|
458
$19.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9- 0.07% |
$379 - $391
|
13.6K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-15- 31.91% |
$632 - $652
|
32
$1.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-16Closed |
$674 - $695
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-55- 0.52% |
$2.32K - $2.39K
|
10.5K
$451K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-99- 0.92% |
$4.17K - $4.3K
|
10.7K
$460K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-121- 1.28% |
$5.09K - $5.26K
|
9.32K
$402K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-166- 17.4% |
$6.99K - $7.21K
|
788
$34K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-172- 0.24% |
$7.24K - $7.47K
|
70.8K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-395- 1.76% |
$16.6K - $17.2K
|
22.1K
$953K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-431- 55.97% |
$18.1K - $18.7K
|
339
$14.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-450- 5.55% |
$18.9K - $19.5K
|
7.66K
$330K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-470- 0.93% |
$19.8K - $20.4K
|
50.2K
$2.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-539- 4.2% |
$22.7K - $23.4K
|
12.3K
$531K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-569- 10.69% |
$24K - $24.7K
|
4.75K
$205K
|
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-633- 2.28% |
$26.6K - $27.5K
|
27.2K
$1.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-725- 17.99% |
$30.5K - $31.5K
|
3.31K
$143K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-992- 7.88% |
$41.8K - $43.1K
|
11.6K
$500K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.03K- 2.02% |
$43.2K - $44.5K
|
49.7K
$2.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.03K- 9.95% |
$43.5K - $44.9K
|
9.35K
$403K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 2.24% |
$46.6K - $48K
|
48.2K
$2.08M
|