Purchases and Sales Made in Q3 2024 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q3 2024. 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 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
156K+ 148.16% |
$6.67M - $7.05M
|
261K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
137KNew |
$5.84M - $6.17M
|
137K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
129K+ 252.94% |
$5.5M - $5.81M
|
180K
$7.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127K+ 849.86% |
$5.42M - $5.72M
|
142K
$6.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
124K+ 14.25% |
$5.29M - $5.58M
|
991K
$42.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
122K+ 16.28% |
$5.21M - $5.5M
|
870K
$37.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 11.28% |
$4.7M - $4.97M
|
1.09M
$46.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
92KNew |
$3.94M - $4.16M
|
92K
$3.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
68.3KNew |
$2.92M - $3.08M
|
68.3K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.5KNew |
$2.88M - $3.05M
|
67.5K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62.3K+ 281.58% |
$2.66M - $2.81M
|
84.4K
$3.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
43.9KNew |
$1.88M - $1.98M
|
43.9K
$1.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41K+ 22.41% |
$1.75M - $1.85M
|
224K
$9.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.2K+ 30.44% |
$1.72M - $1.81M
|
172K
$7.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40K+ 64.8% |
$1.71M - $1.8M
|
102K
$4.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
35.5K+ 10.58% |
$1.52M - $1.6M
|
371K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.9K+ 4.89% |
$1.45M - $1.53M
|
726K
$31.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
$1.4M - $1.48M
|
32.8K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.1K+ 9.08% |
$1.29M - $1.36M
|
361K
$15.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
27.6K+ 18.46% |
$1.18M - $1.24M
|
177K
$7.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.4K+ 22.14% |
$1.17M - $1.24M
|
151K
$6.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
24.9K+ 18.54% |
$1.06M - $1.12M
|
159K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22.4K+ 104.51% |
$956K - $1.01M
|
43.8K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
20.1K+ 9.21% |
$858K - $907K
|
238K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
19.4K+ 4.67% |
$828K - $874K
|
434K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17K+ 0.42% |
$727K - $768K
|
4.08M
$176M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.2K+ 21.62% |
$695K - $734K
|
91.4K
$3.93M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16KNew |
$685K - $723K
|
16K
$690K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.4KNew |
$660K - $697K
|
15.4K
$665K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.1K+ 132.76% |
$604K - $638K
|
24.8K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 46.06% |
$563K - $594K
|
41.7K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9K+ 29.96% |
$550K - $581K
|
55.8K
$2.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
12.3K+ 5.11% |
$527K - $556K
|
253K
$10.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11.3K+ 13.74% |
$481K - $508K
|
93.1K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.1K+ 19.31% |
$433K - $458K
|
62.6K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.83K+ 1.08% |
$421K - $444K
|
916K
$39.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
8.87K+ 1.05% |
$379K - $400K
|
850K
$36.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.82K+ 6.48% |
$334K - $353K
|
128K
$5.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.73KNew |
$330K - $349K
|
7.73K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7.41KNew |
$317K - $335K
|
7.41K
$319K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.6K+ 18.24% |
$282K - $298K
|
42.8K
$1.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.39K+ 18.92% |
$273K - $289K
|
40.2K
$1.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.23KNew |
$266K - $281K
|
6.23K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.98K+ 12.51% |
$256K - $270K
|
53.8K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.82K+ 31.8% |
$249K - $263K
|
24.1K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.29K+ 70.77% |
$226K - $239K
|
12.8K
$550K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5K+ 29.39% |
$214K - $226K
|
22K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.62KNew |
$197K - $209K
|
4.62K
$199K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.54KNew |
$194K - $205K
|
4.54K
$195K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.42K+ 0.3% |
$146K - $154K
|
1.13M
$48.8M
|