Purchases and Sales Made in Q3 2022 in Wisdomtree Yield Enhanced U.S. (AGGY)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-8.67K- 57.07% |
$363K - $400K
|
6.52K
$282K
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-9.27K- 40.18% |
$389K - $428K
|
13.8K
$598K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 22.43% |
$478K - $526K
|
39.4K
$1.71M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-15.4K- 1.57% |
$647K - $713K
|
969K
$42M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.7K- 60.17% |
$657K - $724K
|
10.4K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-16K- 38.86% |
$671K - $738K
|
25.2K
$1.09M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-17.5K- 21.93% |
$732K - $806K
|
62.2K
$2.69M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.4K- 29.52% |
$895K - $986K
|
51K
$2.21M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.7K- 45.25% |
$1.04M - $1.14M
|
29.9K
$1.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-28.7K- 11.32% |
$1.2M - $1.32M
|
225K
$9.74M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-32.4K- 4.52% |
$1.36M - $1.49M
|
683K
$29.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45.3K- 19.84% |
$1.9M - $2.09M
|
183K
$7.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.5K- 31.02% |
$2.12M - $2.33M
|
112K
$4.87M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-61.8K- 25.55% |
$2.59M - $2.85M
|
180K
$7.81M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-76.6K- 46.39% |
$3.21M - $3.54M
|
88.6K
$3.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-78.2K- 78.08% |
$3.28M - $3.61M
|
22K
$951K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-108K- 9.71% |
$4.54M - $5M
|
1.01M
$43.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-252K- 13.41% |
$10.6M - $11.6M
|
1.63M
$70.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-300K- 93.87% |
$12.6M - $13.9M
|
19.6K
$850K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-496K- 27.02% |
$20.8M - $22.9M
|
1.34M
$58M
|