Purchases and Sales Made in Q4 2021 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
4.15KNew |
$213K - $217K
|
4.15K
$181K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.1K+ 49.95% |
$211K - $215K
|
12.3K
$537K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
3.54KNew |
$182K - $185K
|
3.54K
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.5K+ 8.75% |
$180K - $183K
|
43.5K
$1.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.74K+ 0.59% |
$140K - $143K
|
465K
$20.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.49K+ 5.93% |
$128K - $130K
|
44.5K
$1.94M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.42KNew |
$124K - $127K
|
2.42K
$105K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.42K+ 6.53% |
$124K - $126K
|
39.4K
$1.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.03KNew |
$104K - $106K
|
2.03K
$88.6K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.96KNew |
$100K - $102K
|
1.96K
$85.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.87KNew |
$95.8K - $97.7K
|
1.87K
$81.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.71KNew |
$87.9K - $89.6K
|
1.71K
$74.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.47K+ 1.79% |
$75.6K - $77.1K
|
83.9K
$3.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.37K+ 30.63% |
$70.2K - $71.6K
|
5.83K
$254K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.25K+ 3.09% |
$64.1K - $65.3K
|
41.6K
$1.81M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
1.15K+ 22.72% |
$58.8K - $60K
|
6.19K
$269K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.14K+ 12.71% |
$58.6K - $59.8K
|
10.1K
$441K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
720New |
$37K - $37.7K
|
720
$31.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
705+ 2.37% |
$36.2K - $36.9K
|
30.5K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
652+ 4.68% |
$33.5K - $34.1K
|
14.6K
$636K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
520New |
$26.7K - $27.2K
|
520
$22.7K
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
475+ 8.77% |
$24.4K - $24.9K
|
5.89K
$257K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
416+ 9.4% |
$21.4K - $21.8K
|
4.84K
$211K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
386New |
$19.8K - $20.2K
|
386
$16.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
381+ 1.33% |
$19.6K - $19.9K
|
29.1K
$1.27M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
314New |
$16.1K - $16.4K
|
314
$13.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
312New |
$16K - $16.3K
|
312
$13.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
262+ 7.64% |
$13.5K - $13.7K
|
3.69K
$161K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
248+ 13.38% |
$12.7K - $13K
|
2.1K
$91.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
209+ 5.17% |
$10.7K - $10.9K
|
4.25K
$185K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
139New |
$7.14K - $7.28K
|
139
$6.06K
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
123+ 0.88% |
$6.32K - $6.44K
|
14.1K
$615K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
106+ 0.72% |
$5.44K - $5.55K
|
14.8K
$646K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
97New |
$4.98K - $5.08K
|
97
$4.23K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
71+ 0.73% |
$3.65K - $3.72K
|
9.84K
$429K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
69+ 3.2% |
$3.54K - $3.61K
|
2.23K
$97K
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.1% |
$2.72K - $2.78K
|
55.4K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
50+ 0.99% |
$2.57K - $2.62K
|
5.1K
$222K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
40+ 21.16% |
$2.05K - $2.09K
|
229
$9.98K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15+ 0.12% |
$770 - $785
|
12.8K
$556K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14New |
$719 - $733
|
14
$610
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 0.22% |
$668 - $681
|
5.95K
$259K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
11+ 57.89% |
$565 - $576
|
30
$1.31K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.41% |
$51.4 - $52.4
|
72
$3.14K
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-17- 0.38% |
$873 - $890
|
4.45K
$194K
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-29Closed |
$1.49K - $1.52K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-38Closed |
$1.95K - $1.99K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-42- 0.49% |
$2.16K - $2.2K
|
8.55K
$373K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-56- 1.27% |
$2.88K - $2.93K
|
4.37K
$190K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-110- 1.23% |
$5.65K - $5.76K
|
8.81K
$384K
|