Purchases and Sales Made in Q3 2025 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q3 2025. 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 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
36K+ 3.05% |
$1.55M - $1.6M
|
1.22M
$54.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 11.47% |
$758K - $784K
|
171K
$7.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15.7K+ 7.45% |
$677K - $701K
|
227K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
14.1K+ 10.2% |
$606K - $627K
|
152K
$6.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8K+ 12.71% |
$345K - $357K
|
70.9K
$3.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.01KNew |
$259K - $268K
|
6.01K
$268K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.34KNew |
$230K - $238K
|
5.34K
$238K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
4.64K+ 90.34% |
$200K - $207K
|
9.77K
$436K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.52K+ 1.93% |
$195K - $202K
|
239K
$10.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.14K+ 8.95% |
$178K - $185K
|
50.4K
$2.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.19K+ 10.3% |
$138K - $142K
|
34.2K
$1.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
716+ 176.79% |
$30.9K - $31.9K
|
1.12K
$50K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
520+ 1.08% |
$22.4K - $23.2K
|
48.7K
$2.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
356+ 2.28% |
$15.3K - $15.9K
|
16K
$714K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
343+ 1.61% |
$14.8K - $15.3K
|
21.6K
$965K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
200New |
$8.62K - $8.92K
|
200
$8.93K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
87+ 1.77% |
$3.75K - $3.88K
|
5.01K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
86+ 0.64% |
$3.71K - $3.84K
|
13.4K
$600K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
75+ 1.44% |
$3.23K - $3.35K
|
5.29K
$236K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
71+ 1.04% |
$3.06K - $3.17K
|
6.92K
$309K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.03% |
$172 - $178
|
13.8K
$617K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 1.44% |
$129 - $134
|
212
$9.46K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-69- 1.48% |
$2.97K - $3.08K
|
4.59K
$205K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-71- 0.4% |
$3.06K - $3.17K
|
17.8K
$796K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-200- 3.79% |
$8.62K - $8.92K
|
5.08K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-215- 2.81% |
$9.27K - $9.59K
|
7.44K
$332K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-244- 4.05% |
$10.5K - $10.9K
|
5.77K
$258K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-307- 6.21% |
$13.2K - $13.7K
|
4.63K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-413- 4.65% |
$17.8K - $18.4K
|
8.47K
$378K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-537- 5.5% |
$23.1K - $24K
|
9.23K
$412K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-681- 7.46% |
$29.4K - $30.4K
|
8.45K
$377K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-914- 1.43% |
$39.4K - $40.8K
|
63K
$2.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1.43K- 89.78% |
$61.7K - $63.9K
|
163
$7.28K
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-5.04K- 41.72% |
$217K - $225K
|
7.04K
$314K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-8.38K- 41.47% |
$361K - $374K
|
11.8K
$528K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-45.3K- 40.17% |
$1.95M - $2.02M
|
67.4K
$3.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-63K- 79.08% |
$2.71M - $2.81M
|
16.7K
$744K
|