Purchases and Sales Made in Q4 2021 in Wisdomtree Yield Enhanced U.S. (AGGY)

AGGY Quotes by TradingView

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
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

SELL
 -
-125
Closed
$6.42K - $6.55K
0 $0
Feb 15, 2022 Q4 2021
Vectors Research Management, LLC

New York, NY
SELL
 -
-140
- 2.81%
$7.19K - $7.33K
4.84K $208K
Jan 18, 2022 Q4 2021
Hnp Capital LLC

SELL
 -
-140
- 2.81%
$7.19K - $7.33K
4.84K $208K
Feb 10, 2022 Q4 2021
Gm Advisory Group, Inc.

Melville, NY
SELL
 -
-158
- 2.08%
$8.11K - $8.27K
7.44K $319K
Feb 02, 2022 Q4 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-161
- 2.5%
$8.27K - $8.43K
6.28K $270K
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-193
- 7.46%
$9.91K - $10.1K
2.4K $103K
Jan 21, 2022 Q4 2021
Allworth Financial LP

SELL
 -
-203
- 39.96%
$10.4K - $10.6K
305 $13.1K
Feb 09, 2022 Q4 2021
Charter Oak Capital Management, LLC

SELL
 -
-299
- 12.82%
$15.4K - $15.7K
2.03K $87.3K
Jan 26, 2022 Q4 2021
Creative Financial Designs Inc

SELL
 -
-350
Closed
$18K - $18.3K
0 $0
Jan 21, 2022 Q4 2021
Pfg Advisors

SELL
 -
-350
- 1.44%
$18K - $18.3K
23.9K $1.03M
Jan 18, 2022 Q4 2021
Trilogy Capital Inc.

SELL
 -
-381
- 1.1%
$19.6K - $19.9K
34.4K $1.48M
Feb 01, 2022 Q4 2021
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-391
- 0.5%
$20.1K - $20.5K
77.8K $3.34M
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

SELL
 -
-435
- 3.04%
$22.3K - $22.8K
13.9K $596K
Feb 10, 2022 Q4 2021
3 D/L Capital Management, LLC

SELL
 -
-537
- 0.44%
$27.6K - $28.1K
122K $5.23M
Jan 20, 2022 Q4 2021
Destiny Wealth Partners, LLC

SELL
 -
-578
- 68.16%
$29.7K - $30.3K
270 $11.6K
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-627
- 48.31%
$32.2K - $32.8K
671 $28.8K
Feb 14, 2022 Q4 2021
Sns Financial Group, LLC

SELL
 -
-800
- 5.03%
$41.1K - $41.9K
15.1K $648K
Jan 07, 2022 Q4 2021
Beacon Financial Group

SELL
 -
-929
- 5.26%
$47.7K - $48.6K
16.7K $718K
Feb 09, 2022 Q4 2021
Insight Advisors, LLC

Newtown, PA
SELL
 -
-934
- 2.09%
$48K - $48.9K
43.7K $1.88M
Jan 26, 2022 Q4 2021
Clearwater Capital Advisors, LLC

SELL
 -
-1.18K
- 0.67%
$60.6K - $61.8K
175K $7.5M
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-1.23K
- 85.41%
$63.1K - $64.4K
210 $9.02K
Feb 14, 2022 Q4 2021
Better Money Decisions, LLC

SELL
 -
-1.26K
Closed
$64.4K - $65.7K
0 $0
Feb 11, 2022 Q4 2021
Aveo Capital Partners, LLC

SELL
 -
-1.29K
- 8.37%
$66K - $67.3K
14.1K $605K
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1.37K
- 8.8%
$70.1K - $71.5K
14.2K $608K
Jan 26, 2022 Q4 2021
Aj Wealth Strategies, LLC

SELL
 -
-1.45K
- 10.36%
$74.4K - $75.9K
12.5K $538K
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-1.47K
- 7.26%
$75.6K - $77.1K
18.8K $807K
Feb 11, 2022 Q4 2021
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-1.55K
- 6.57%
$79.7K - $81.3K
22.1K $948K
Feb 04, 2022 Q4 2021
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-1.96K
- 15.82%
$100K - $102K
10.4K $447K
Feb 14, 2022 Q4 2021
Iag Wealth Partners, LLC

SELL
 -
-2.35K
- 20.0%
$121K - $123K
9.39K $403K
Feb 08, 2022 Q4 2021
Lee Financial Group Hawaii, Inc.

Honolulu, HI
SELL
 -
-2.6K
- 30.53%
$133K - $136K
5.91K $254K
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-2.8K
- 9.33%
$144K - $146K
27.2K $1.17M
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-2.8K
- 12.7%
$144K - $147K
19.3K $827K
Feb 11, 2022 Q4 2021
Equitable Holdings, Inc.

New York, NY
SELL
 -
-2.85K
- 0.79%
$147K - $149K
356K $15.3M
Feb 04, 2022 Q4 2021
Strateg Iq Financial Group, LLC

SELL
 -
-2.96K
- 5.72%
$152K - $155K
48.7K $2.09M
Feb 16, 2022 Q4 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-3.01K
- 5.63%
$155K - $158K
50.5K $2.17M
Feb 11, 2022 Q4 2021
Leicht Financial Planning & Wealth Management, Inc.

SELL
 -
-3.19K
- 2.08%
$164K - $167K
150K $6.46M
Feb 09, 2022 Q4 2021
Retirement Group, LLC

SELL
 -
-3.25K
- 34.52%
$167K - $170K
6.17K $265K
Feb 11, 2022 Q4 2021
Meeder Asset Management Inc

SELL
 -
-3.31K
- 75.3%
$170K - $173K
1.09K $46.7K
Feb 14, 2022 Q4 2021
Morgan Stanley

New York, NY
SELL
 -
-3.72K
- 1.66%
$191K - $195K
220K $9.43M
Jan 13, 2022 Q4 2021
Centennial Wealth Advisory LLC

SELL
 -
-3.83K
- 12.34%
$196K - $200K
27.2K $1.17M
Mar 08, 2022 Q4 2021
Pacific Capital Wealth Advisors, Inc

SELL
 -
-3.86K
- 8.36%
$198K - $202K
42.3K $1.82M
Feb 23, 2022 Q4 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-3.94K
Closed
$203K - $207K
0 $0
Feb 11, 2022 Q4 2021
Psi Advisors, LLC

SELL
 -
-4.08K
- 74.78%
$210K - $214K
1.38K $59.1K
Jan 24, 2022 Q4 2021
Lex Aurum Advisors, LLC

SELL
 -
-4.1K
- 25.36%
$210K - $215K
12.1K $518K
Feb 11, 2022 Q4 2021
Walkner Condon Financial Advisors LLC

SELL
 -
-4.22K
Closed
$217K - $221K
0 $0
Feb 14, 2022 Q4 2021
First Foundation Advisors

Irvine, CA
SELL
 -
-4.44K
- 11.82%
$228K - $232K
33.1K $1.42M
Jan 21, 2022 Q4 2021
Darwin Advisors, LLC

SELL
 -
-4.45K
- 22.37%
$228K - $233K
15.4K $663K
Jan 24, 2022 Q4 2021
Private Wealth Strategies, L.L.C.

SELL
 -
-4.7K
- 0.83%
$241K - $246K
561K $24.1M
Jan 31, 2022 Q4 2021
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-4.79K
Closed
$246K - $251K
0 $0

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