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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.79KClosed |
$246K - $251K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.91K- 1.63% |
$252K - $257K
|
296K
$12.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.64KClosed |
$290K - $295K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.95K- 98.9% |
$306K - $312K
|
66
$2.88K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.98K- 2.85% |
$410K - $418K
|
272K
$11.8M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.23K- 26.32% |
$474K - $483K
|
25.8K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.51KClosed |
$488K - $498K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-10.4K- 71.43% |
$533K - $544K
|
4.15K
$181K
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 20.67% |
$540K - $550K
|
40.3K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11.2K- 34.62% |
$577K - $589K
|
21.2K
$925K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-11.5K- 97.74% |
$589K - $601K
|
265
$11.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-14K- 10.54% |
$721K - $736K
|
119K
$5.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-15.5KClosed |
$794K - $810K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-27.4K- 23.76% |
$1.41M - $1.43M
|
87.9K
$3.83M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-44.1K- 72.64% |
$2.26M - $2.31M
|
16.6K
$723K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-55.7K- 8.84% |
$2.86M - $2.92M
|
575K
$25M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-57.4K- 44.94% |
$2.95M - $3.01M
|
70.4K
$3.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-68.3KClosed |
$3.51M - $3.58M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-102K- 37.74% |
$5.22M - $5.32M
|
168K
$7.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-138KClosed |
$7.1M - $7.24M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-173K- 41.73% |
$8.88M - $9.06M
|
242K
$10.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-402K- 75.13% |
$20.6M - $21.1M
|
133K
$5.8M
|