Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Oct 28, 2021 Q3 2021
Destiny Wealth Partners, LLC

BUY
 -
848
New
$44K - $45K
848 $36.6K
Dec 09, 2021 Q3 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
816
+ 1.05%
$42.4K - $43.3K
78.2K $3.37M
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
778
+ 7.17%
$40.4K - $41.2K
11.6K $501K
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
639
+ 11.01%
$33.2K - $33.9K
6.45K $278K
Nov 05, 2021 Q3 2021
Pfg Advisors

BUY
 -
613
+ 2.59%
$31.8K - $32.5K
24.3K $1.05M
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
508
New
$26.4K - $26.9K
508 $21.9K
Oct 21, 2021 Q3 2021
Total Clarity Wealth Management, Inc.

BUY
 -
500
New
$26K - $26.5K
500 $21.6K
Nov 08, 2021 Q3 2021
New Square Capital LLC

BUY
 -
470
+ 10.28%
$24.4K - $24.9K
5.04K $217K
Oct 18, 2021 Q3 2021
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
405
+ 4.76%
$21K - $21.5K
8.92K $385K
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
404
+ 0.11%
$21K - $21.4K
359K $15.5M
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
296
+ 416.9%
$15.4K - $15.7K
367 $15.8K
Oct 07, 2021 Q3 2021
Moody National Bank Trust Division

BUY
 -
288
+ 5.62%
$15K - $15.3K
5.42K $234K
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
BUY
 -
158
New
$8.2K - $8.38K
158 $6.81K
Oct 13, 2021 Q3 2021
Beacon Financial Group

BUY
 -
136
+ 0.78%
$7.06K - $7.21K
17.7K $762K
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
125
New
$6.49K - $6.63K
125 $5.39K
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
111
New
$5.76K - $5.88K
111 $4.79K
Nov 12, 2021 Q3 2021
Cornerstone Wealth Management, LLC

BUY
 -
97
+ 0.33%
$5.04K - $5.14K
29.8K $1.28M
Nov 05, 2021 Q3 2021
Roosevelt Investment Group LLC

BUY
 -
97
+ 0.16%
$5.04K - $5.14K
59.3K $2.56M
Nov 02, 2021 Q3 2021
Lee Financial Group Hawaii, Inc.

Honolulu, HI
BUY
 -
34
+ 0.4%
$1.77K - $1.8K
8.51K $367K
Nov 10, 2021 Q3 2021
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
25
+ 0.2%
$1.3K - $1.33K
12.4K $533K
Oct 13, 2021 Q3 2021
Vista Private Wealth Partners. LLC

BUY
 -
22
+ 0.5%
$1.14K - $1.17K
4.43K $191K
Nov 12, 2021 Q3 2021
Blair William & CO

Chicago, IL
BUY
 -
13
+ 0.1%
$675 - $689
12.8K $550K
Oct 22, 2021 Q3 2021
Mc Namara Financial Services, Inc.

BUY
 -
11
+ 0.13%
$571 - $583
8.6K $371K
Nov 08, 2021 Q3 2021
Charter Oak Capital Management, LLC

BUY
 -
1
+ 0.04%
$51.9 - $53
2.33K $101K
Nov 04, 2021 Q3 2021
Walkner Condon Financial Advisors LLC

SELL
 -
-16
- 0.38%
$831 - $848
4.22K $182K
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

SELL
 -
-23
- 0.16%
$1.19K - $1.22K
14.3K $617K
Nov 15, 2021 Q3 2021
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-25
- 17.24%
$1.3K - $1.33K
120 $5.18K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-30
Closed
$1.56K - $1.59K
0 $0
Oct 12, 2021 Q3 2021
Cva Family Office, LLC

SELL
 -
-47
- 2.13%
$2.44K - $2.49K
2.16K $93.1K
Nov 12, 2021 Q3 2021
Financial Gravity Asset Management, Inc.

SELL
 -
-52
Closed
$2.7K - $2.76K
0 $0
Nov 15, 2021 Q3 2021
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-61
- 0.06%
$3.17K - $3.23K
101K $4.37M
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-81
- 5.87%
$4.21K - $4.29K
1.3K $56K
Nov 12, 2021 Q3 2021
Summit Wealth Group, LLC

White River Junction, VT
SELL
 -
-83
Closed
$4.31K - $4.4K
0 $0
Nov 05, 2021 Q3 2021
Ford Financial Group, LLC

SELL
 -
-97
Closed
$5.04K - $5.14K
0 $0
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

SELL
 -
-100
- 22.22%
$5.19K - $5.3K
350 $15.1K
Nov 10, 2021 Q3 2021
Cx Institutional

SELL
 -
-135
- 78.03%
$7.01K - $7.16K
38 $1.64K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-146
Closed
$7.58K - $7.74K
0 $0
Nov 30, 2021 Q3 2021
Pacific Capital Wealth Advisors, Inc

SELL
 -
-162
- 0.35%
$8.41K - $8.59K
46.2K $1.99M
Nov 10, 2021 Q3 2021
Tranquilli Financial Advisor LLC

Clinton, NJ
SELL
 -
-174
- 1.23%
$9.03K - $9.22K
14K $604K
Nov 16, 2021 Q3 2021
Retirement Group, LLC

SELL
 -
-187
- 1.95%
$9.71K - $9.91K
9.42K $406K
Feb 13, 2025 Q3 2021
Nfp Retirement, Inc.

Aliso Viejo, CA
SELL
 -
-278
- 6.52%
$14.4K - $14.7K
3.98K $172K
Oct 21, 2021 Q3 2021
Townsend Asset Management Corp

SELL
 -
-278
- 4.48%
$14.4K - $14.7K
5.93K $256K
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-296
- 80.65%
$15.4K - $15.7K
71 $3.06K
Oct 18, 2021 Q3 2021
Colton Groome Financial Advisors, LLC

SELL
 -
-321
- 0.24%
$16.7K - $17K
133K $5.75M
Nov 05, 2021 Q3 2021
Truist Financial Corp

SELL
 -
-333
- 2.24%
$17.3K - $17.7K
14.5K $627K
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
SELL
 -
-337
- 3.62%
$17.5K - $17.9K
8.98K $387K
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-390
Closed
$20.2K - $20.7K
0 $0
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-409
- 2.57%
$21.2K - $21.7K
15.5K $669K
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-532
Closed
$27.6K - $28.2K
0 $0

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