Purchases and Sales Made in Q2 2025 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q2 2025. 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 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 35.63% |
$516K - $531K
|
46.2K
$2.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
6.45K+ 46.91% |
$274K - $282K
|
20.2K
$879K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.08K+ 1.97% |
$173K - $178K
|
211K
$9.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.65K+ 59.64% |
$155K - $159K
|
9.77K
$425K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.45K+ 2.61% |
$104K - $107K
|
96.3K
$4.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
2.31K+ 0.53% |
$98.3K - $101K
|
440K
$19.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.11K+ 2.65% |
$89.6K - $92.1K
|
81.5K
$3.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
783+ 6.93% |
$33.3K - $34.2K
|
12.1K
$526K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
461+ 0.95% |
$19.6K - $20.1K
|
49K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
418+ 17.4% |
$17.8K - $18.3K
|
2.82K
$123K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
276+ 0.9% |
$11.7K - $12.1K
|
31K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
239+ 1.35% |
$10.2K - $10.4K
|
17.9K
$779K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
149+ 1.13% |
$6.33K - $6.51K
|
13.4K
$581K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
133+ 2.78% |
$5.65K - $5.81K
|
4.92K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
74+ 1.14% |
$3.15K - $3.23K
|
6.59K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
67+ 1.13% |
$2.85K - $2.93K
|
6.02K
$262K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
49New |
$2.08K - $2.14K
|
49
$2.13K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.97% |
$85 - $87.4
|
209
$9.09K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-94- 1.77% |
$4K - $4.11K
|
5.21K
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-124- 2.17% |
$5.27K - $5.42K
|
5.6K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-202- 28.69% |
$8.59K - $8.83K
|
502
$21.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-256Closed |
$10.9K - $11.2K
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-310- 2.59% |
$13.2K - $13.5K
|
11.7K
$507K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-313- 1.19% |
$13.3K - $13.7K
|
26K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-670- 7.01% |
$28.5K - $29.3K
|
8.89K
$387K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.74K- 8.42% |
$74K - $76.1K
|
18.9K
$824K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.68K- 5.52% |
$156K - $161K
|
62.9K
$2.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.83K- 19.66% |
$163K - $167K
|
15.6K
$680K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-9.44K- 15.06% |
$401K - $413K
|
53.3K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.3K- 60.03% |
$439K - $452K
|
6.88K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-16K- 16.7% |
$679K - $698K
|
79.6K
$3.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-31.1K- 59.4% |
$1.32M - $1.36M
|
21.3K
$925K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-829K- 88.04% |
$35.3M - $36.2M
|
113K
$4.9M
|