Purchases and Sales Made in Q4 2022 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q4 2022. 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 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 18.26% |
$46.9K - $50.3K
|
5.12K
$222K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.35K- 14.19% |
$55.2K - $59.2K
|
8.14K
$353K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.38K- 21.43% |
$56.4K - $60.5K
|
5.04K
$218K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.47K- 60.21% |
$60.2K - $64.5K
|
970
$42K
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.63K- 10.94% |
$66.8K - $71.7K
|
13.3K
$575K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.71K- 26.22% |
$70.1K - $75.1K
|
4.81K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.74K- 30.65% |
$71.2K - $76.4K
|
3.93K
$170K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.74K- 98.08% |
$71.3K - $76.5K
|
34
$1.47K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.74K- 19.35% |
$71.5K - $76.7K
|
7.27K
$315K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.26K- 3.85% |
$92.6K - $99.3K
|
56.4K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.27K- 10.34% |
$93.1K - $99.8K
|
19.7K
$853K
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 18.72% |
$106K - $114K
|
11.2K
$486K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.61K- 9.53% |
$107K - $115K
|
24.8K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.71K- 31.37% |
$111K - $119K
|
5.93K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.75K- 8.76% |
$113K - $121K
|
28.6K
$1.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.8K- 8.06% |
$115K - $123K
|
31.9K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.85K- 32.8% |
$117K - $125K
|
5.83K
$253K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.88K- 41.84% |
$159K - $170K
|
5.39K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3.94K- 6.54% |
$162K - $173K
|
56.3K
$2.44M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.96K- 5.27% |
$203K - $218K
|
89.2K
$3.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.6K- 29.35% |
$229K - $246K
|
13.5K
$584K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5.64K- 1.13% |
$231K - $248K
|
493K
$21.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.34K- 14.39% |
$301K - $323K
|
43.7K
$1.89M
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-7.34K- 18.18% |
$301K - $323K
|
33K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7.77K- 19.1% |
$319K - $342K
|
32.9K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.35K- 30.93% |
$342K - $367K
|
18.7K
$808K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.74K- 2.83% |
$358K - $384K
|
300K
$13M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.8K- 5.34% |
$525K - $563K
|
227K
$9.83M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.5K- 7.33% |
$675K - $724K
|
208K
$9.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-27.6K- 42.72% |
$1.13M - $1.21M
|
37K
$1.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.4K- 15.77% |
$1.17M - $1.25M
|
152K
$6.58M
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-28.8K- 23.44% |
$1.18M - $1.27M
|
94.1K
$4.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-49KClosed |
$2.01M - $2.16M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-70K- 14.45% |
$2.87M - $3.08M
|
414K
$18M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-95K- 51.88% |
$3.9M - $4.18M
|
88.1K
$3.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-311K- 32.06% |
$12.7M - $13.7M
|
658K
$28.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-777K- 93.4% |
$31.9M - $34.2M
|
54.9K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.19M- 88.59% |
$48.6M - $52.2M
|
153K
$6.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.59M- 97.71% |
$65.1M - $69.8M
|
37.2K
$1.61M
|