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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.42K+ 0.3% |
$146K - $154K
|
1.13M
$48.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.26K+ 64.46% |
$139K - $147K
|
8.31K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.93K+ 79.77% |
$125K - $132K
|
6.6K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.76K+ 0.47% |
$118K - $125K
|
585K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.72K+ 12.53% |
$116K - $123K
|
24.5K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.59K+ 8.6% |
$111K - $117K
|
32.8K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.56K+ 2.31% |
$109K - $116K
|
114K
$4.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.32KNew |
$99.2K - $105K
|
2.32K
$99.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.24K+ 22.15% |
$95.6K - $101K
|
12.3K
$529K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.18K+ 8.75% |
$93.2K - $98.4K
|
27.1K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.13K+ 1.77% |
$91.1K - $96.2K
|
122K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.83K+ 3.21% |
$78.4K - $82.8K
|
59K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
776+ 0.4% |
$33.2K - $35K
|
196K
$8.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
750+ 15.38% |
$32.1K - $33.9K
|
5.63K
$241K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
685+ 3.45% |
$29.3K - $30.9K
|
20.5K
$881K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
657+ 163.03% |
$28.1K - $29.7K
|
1.06K
$45.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
606+ 12.75% |
$25.9K - $27.4K
|
5.36K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
567+ 8.97% |
$24.2K - $25.6K
|
6.89K
$295K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
554+ 3.49% |
$23.7K - $25K
|
16.4K
$704K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
548+ 4.51% |
$23.4K - $24.7K
|
12.7K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
457+ 14.98% |
$19.5K - $20.6K
|
3.51K
$150K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
410+ 18.7% |
$17.5K - $18.5K
|
2.6K
$112K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
334New |
$14.3K - $15.1K
|
334
$14.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
334New |
$14.3K - $15.1K
|
334
$14.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
313New |
$13.4K - $14.1K
|
313
$13.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
305+ 2.51% |
$13K - $13.8K
|
12.5K
$534K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
229+ 43.45% |
$9.79K - $10.3K
|
756
$32.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
192+ 1.8% |
$8.21K - $8.67K
|
10.9K
$466K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
156New |
$6.67K - $7.04K
|
156
$6.69K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
133+ 1.06% |
$5.69K - $6.01K
|
12.7K
$543K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
118+ 1.12% |
$5.05K - $5.33K
|
10.7K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
77New |
$3.29K - $3.48K
|
77
$3.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
73New |
$3.12K - $3.3K
|
73
$3.13K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
59+ 0.83% |
$2.52K - $2.66K
|
7.15K
$307K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
53+ 1.05% |
$2.27K - $2.39K
|
5.08K
$218K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
49+ 7.99% |
$2.1K - $2.21K
|
662
$28.4K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.32% |
$1.5K - $1.58K
|
10.8K
$464K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32New |
$1.37K - $1.45K
|
32
$1.37K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18+ 0.13% |
$770 - $813
|
13.7K
$586K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11New |
$470 - $497
|
11
$472
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$128 - $135
|
10.5K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 1.13% |
$128 - $135
|
269
$11.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$42.8 - $45.2
|
11.6K
$497K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-5- 0.07% |
$214 - $226
|
6.68K
$287K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-15- 0.28% |
$641 - $677
|
5.27K
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18- 0.12% |
$770 - $813
|
15.4K
$661K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26- 3.3% |
$1.11K - $1.17K
|
762
$32.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-31- 9.14% |
$1.33K - $1.4K
|
308
$13.2K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-37- 0.35% |
$1.58K - $1.67K
|
10.5K
$449K
|
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-50- 0.18% |
$2.14K - $2.26K
|
27.1K
$1.16M
|