Purchases and Sales Made in Q3 2022 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 2022. 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
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
96
New
$4.02K - $4.43K
96 $4.11K
Nov 14, 2022 Q3 2022
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
63
+ 0.73%
$2.64K - $2.91K
8.68K $372K
Oct 13, 2022 Q3 2022
Vista Private Wealth Partners. LLC

BUY
 -
37
+ 0.76%
$1.55K - $1.71K
4.88K $209K
Nov 09, 2022 Q3 2022
Aveo Capital Partners, LLC

BUY
 -
22
+ 0.35%
$922 - $1.02K
6.28K $269K
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
20
+ 0.31%
$838 - $923
6.42K $275K
Nov 02, 2022 Q3 2022
Townsend Asset Management Corp

BUY
 -
18
+ 0.3%
$754 - $831
5.99K $257K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
18
+ 0.74%
$754 - $831
2.44K $104K
Nov 09, 2022 Q3 2022
Professional Financial Advisors, LLC

BUY
 -
15
+ 0.71%
$629 - $692
2.14K $91.6K
Nov 22, 2022 Q3 2022
Cva Family Office, LLC

BUY
 -
9
+ 0.67%
$377 - $415
1.36K $58.2K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
7
+ 0.07%
$293 - $323
9.49K $406K
Nov 14, 2022 Q3 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-8
- 0.9%
$335 - $369
878 $37.6K
Nov 10, 2022 Q3 2022
Citigroup Inc

SELL
 -
-17
- 80.95%
$712 - $785
4 $171
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
SELL
 -
-19
Closed
$796 - $877
0 $0
Nov 09, 2022 Q3 2022
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-25
- 5.07%
$1.05K - $1.15K
468 $20K
Oct 17, 2022 Q3 2022
Goodman Advisory Group, LLC

SELL
 -
-36
- 9.23%
$1.51K - $1.66K
354 $15.2K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-43
- 1.25%
$1.8K - $1.98K
3.39K $145K
Nov 14, 2022 Q3 2022
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-67
- 2.22%
$2.81K - $3.09K
2.95K $126K
Oct 13, 2022 Q3 2022
Beacon Financial Group

SELL
 -
-88
- 0.48%
$3.69K - $4.06K
18.2K $781K
Oct 25, 2022 Q3 2022
Destiny Wealth Partners, LLC

SELL
 -
-93
- 80.87%
$3.9K - $4.29K
22 $942
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

SELL
 -
-106
- 33.76%
$4.44K - $4.89K
208 $8.91K
Oct 18, 2022 Q3 2022
Allworth Financial LP

SELL
 -
-114
- 1.18%
$4.78K - $5.26K
9.56K $409K
Oct 14, 2022 Q3 2022
Washington Trust Advisors, Inc.

SELL
 -
-141
- 7.37%
$5.91K - $6.51K
1.77K $75.9K
Nov 04, 2022 Q3 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-142
- 1.15%
$5.95K - $6.55K
12.2K $522K
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-209
- 2.91%
$8.76K - $9.65K
6.98K $299K
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-247
- 42.44%
$10.4K - $11.4K
335 $14.3K
Nov 14, 2022 Q3 2022
Covestor LTD

Boston, MA
SELL
 -
-282
- 28.12%
$11.8K - $13K
721 $30.9K
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
SELL
 -
-320
- 0.4%
$13.4K - $14.8K
80.4K $3.44M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

SELL
 -
-439
- 4.52%
$18.4K - $20.3K
9.27K $397K
Nov 07, 2022 Q3 2022
Leicht Financial Planning & Wealth Management, Inc.

SELL
 -
-606
- 0.39%
$25.4K - $28K
155K $6.63M
Oct 12, 2022 Q3 2022
Centennial Wealth Advisory LLC

SELL
 -
-726
- 2.58%
$30.4K - $33.5K
27.4K $1.17M
Nov 14, 2022 Q3 2022
Pacific Capital Wealth Advisors, Inc

SELL
 -
-947
- 2.27%
$39.7K - $43.7K
40.7K $1.74M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

SELL
 -
-1.06K
- 0.46%
$44.6K - $49.1K
231K $9.87M
Oct 18, 2022 Q3 2022
Firethorn Wealth Partners, LLC

SELL
 -
-1.43K
- 17.78%
$60K - $66K
6.62K $283K
Nov 09, 2022 Q3 2022
3 D/L Capital Management, LLC

SELL
 -
-1.46K
- 1.17%
$61.2K - $67.4K
123K $5.26M
Dec 12, 2022 Q3 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-1.52K
- 7.02%
$63.8K - $70.3K
20.2K $865K
Oct 28, 2022 Q3 2022
Mc Namara Financial Services, Inc.

SELL
 -
-1.52K
- 16.64%
$63.9K - $70.3K
7.63K $327K
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-1.63K
- 15.89%
$68.4K - $75.4K
8.64K $370K
Nov 14, 2022 Q3 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-1.64K
- 11.3%
$68.9K - $75.9K
12.9K $553K
Oct 20, 2022 Q3 2022
Tsfg, LLC

SELL
 -
-1.67K
- 61.82%
$69.9K - $77K
1.03K $44.1K
Oct 18, 2022 Q3 2022
Inspirion Wealth Advisors, LLC

SELL
 -
-1.9K
- 23.24%
$79.5K - $87.5K
6.26K $268K
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-2.08K
- 24.56%
$87K - $95.8K
6.37K $273K
Oct 13, 2022 Q3 2022
Future Financial Wealth Managment LLC

SELL
 -
-2.14K
- 5.03%
$89.7K - $98.8K
40.4K $1.73M
Nov 07, 2022 Q3 2022
Truadvice, LLC

Sarasota, FL
SELL
 -
-2.26K
- 5.33%
$94.8K - $104K
40.2K $1.72M
Nov 14, 2022 Q3 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-2.43K
- 12.53%
$102K - $112K
16.9K $726K
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-2.62K
- 22.54%
$110K - $121K
9.01K $386K
Oct 21, 2022 Q3 2022
Strateg Iq Financial Group, LLC

SELL
 -
-3.59K
- 9.38%
$151K - $166K
34.7K $1.49M
Oct 25, 2022 Q3 2022
Financial Planning & Information Services, Inc.

SELL
 -
-3.61K
- 5.66%
$151K - $167K
60.2K $2.58M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
SELL
 -
-4.74K
- 2.93%
$199K - $219K
157K $6.74M
Nov 14, 2022 Q3 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
SELL
 -
-6.41K
Closed
$269K - $296K
0 $0

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