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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 34.53% |
$48.7K - $50.2K
|
2.19K
$94.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.32K- 16.04% |
$55.6K - $57.3K
|
6.91K
$299K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.32K- 11.1% |
$55.6K - $57.4K
|
10.6K
$458K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.43K- 10.89% |
$60.2K - $62.1K
|
11.7K
$507K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.44K- 15.43% |
$60.7K - $62.6K
|
7.9K
$342K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.52K- 5.74% |
$63.8K - $65.8K
|
24.9K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.6K- 58.29% |
$67.4K - $69.5K
|
1.15K
$49.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.61K- 2.74% |
$67.7K - $69.9K
|
57.2K
$2.47M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.72K- 13.74% |
$72.4K - $74.7K
|
10.8K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 26.04% |
$74.9K - $77.3K
|
5.05K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.2K- 37.76% |
$92.6K - $95.6K
|
3.63K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.54K- 46.65% |
$107K - $110K
|
2.91K
$126K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.43K- 2.7% |
$144K - $149K
|
124K
$5.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.39K- 3.52% |
$185K - $190K
|
120K
$5.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.76K- 0.39% |
$201K - $207K
|
1.22M
$52.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.5K- 8.65% |
$231K - $239K
|
58K
$2.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.99K- 5.51% |
$252K - $260K
|
103K
$4.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.6K- 10.7% |
$531K - $548K
|
105K
$4.56M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-14.3K- 28.0% |
$604K - $623K
|
36.9K
$1.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-17.5K- 2.92% |
$739K - $762K
|
582K
$25.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.3K- 3.32% |
$769K - $794K
|
532K
$23M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-19.7K- 26.62% |
$829K - $856K
|
54.3K
$2.35M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-32K- 2.75% |
$1.35M - $1.39M
|
1.13M
$49M
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-41.6K- 4.71% |
$1.75M - $1.81M
|
841K
$36.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-62.5K- 7.67% |
$2.63M - $2.72M
|
752K
$32.6M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-156K- 59.7% |
$6.57M - $6.78M
|
105K
$4.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-158K- 96.75% |
$6.64M - $6.86M
|
5.31K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-165K- 72.8% |
$6.95M - $7.17M
|
61.7K
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-187K- 36.12% |
$7.88M - $8.13M
|
331K
$14.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-187K- 36.12% |
$7.88M - $8.13M
|
331K
$14.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.07M- 99.55% |
$45M - $46.4M
|
4.88K
$211K
|