Purchases and Sales Made in Q3 2023 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q3 2023. 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 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.05MNew |
$43.3M - $45.4M
|
1.05M
$45.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
423K+ 149.21% |
$17.6M - $18.4M
|
707K
$30.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
180K+ 75.92% |
$7.47M - $7.82M
|
418K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
156K+ 39.57% |
$6.48M - $6.78M
|
551K
$24M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
109K+ 72.64% |
$4.53M - $4.75M
|
260K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78.1K+ 312300.0% |
$3.24M - $3.39M
|
78.1K
$3.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
73.5K+ 59.82% |
$3.05M - $3.19M
|
196K
$8.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
70.7KNew |
$2.93M - $3.07M
|
70.7K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.2K+ 522.41% |
$2.41M - $2.53M
|
69.3K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
55.7K+ 468.08% |
$2.31M - $2.42M
|
67.6K
$2.95M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
48.7K+ 346.11% |
$2.02M - $2.11M
|
62.8K
$2.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.7K+ 46.38% |
$2.02M - $2.11M
|
154K
$6.69M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
48K+ 9.22% |
$1.99M - $2.08M
|
568K
$24.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
48K+ 9.22% |
$1.99M - $2.08M
|
568K
$24.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
46.6K+ 4.32% |
$1.93M - $2.02M
|
1.13M
$49.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
44.9K+ 114.97% |
$1.86M - $1.95M
|
83.9K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
41.1K+ 8.69% |
$1.7M - $1.79M
|
515K
$22.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25.1K+ 31.69% |
$1.04M - $1.09M
|
104K
$4.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.4K+ 180.29% |
$803K - $841K
|
30.1K
$1.31M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.1K+ 2.62% |
$790K - $828K
|
746K
$32.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.4KNew |
$764K - $801K
|
18.4K
$803K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.9K+ 26.87% |
$740K - $775K
|
84.3K
$3.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
17.8K+ 30.42% |
$739K - $774K
|
76.4K
$3.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.1KNew |
$707K - $740K
|
17.1K
$743K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.9K+ 4.19% |
$658K - $689K
|
395K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15KNew |
$624K - $653K
|
15K
$656K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.6K+ 3.4% |
$564K - $591K
|
414K
$18.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
12.8K+ 1.51% |
$532K - $557K
|
863K
$37.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9KNew |
$454K - $475K
|
10.9K
$477K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.87K+ 9.64% |
$368K - $385K
|
101K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.4K+ 103.73% |
$348K - $365K
|
16.5K
$719K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
8.04KNew |
$333K - $349K
|
8.04K
$350K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
7.61KNew |
$316K - $331K
|
7.61K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.51K+ 127.47% |
$311K - $326K
|
13.4K
$584K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.5KNew |
$311K - $325K
|
7.5K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.12KNew |
$254K - $266K
|
6.12K
$267K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.04K+ 5.96% |
$250K - $262K
|
107K
$4.67M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.6K+ 8.39% |
$232K - $243K
|
72.4K
$3.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.28KNew |
$219K - $229K
|
5.28K
$230K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.85K+ 11.33% |
$201K - $210K
|
47.6K
$2.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.31K+ 21.95% |
$179K - $187K
|
24K
$1.04M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.96KNew |
$123K - $129K
|
2.96K
$129K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.82K+ 38.88% |
$117K - $123K
|
10.1K
$439K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.16K+ 1800.0% |
$89.5K - $93.8K
|
2.28K
$99.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.77K+ 10.89% |
$73.3K - $76.8K
|
18K
$785K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.73K+ 42.25% |
$71.7K - $75.1K
|
5.83K
$254K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.48K+ 12.08% |
$61.5K - $64.4K
|
13.8K
$600K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.48KNew |
$61.3K - $64.2K
|
1.48K
$64.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.39K+ 22.8% |
$57.5K - $60.3K
|
7.48K
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.35K+ 4.66% |
$56K - $58.6K
|
30.3K
$1.32M
|