Purchases and Sales Made in Q4 2023 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q4 2023. 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 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
959K+ 35.54% |
$39M - $42.4M
|
3.66M
$157M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
267KNew |
$10.8M - $11.8M
|
267K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
170K+ 30.92% |
$6.93M - $7.53M
|
721K
$31.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
149KNew |
$6.06M - $6.59M
|
149K
$6.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
146K+ 35.14% |
$5.92M - $6.44M
|
560K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
145K+ 34.78% |
$5.91M - $6.42M
|
563K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
138KNew |
$5.63M - $6.12M
|
138K
$5.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
98.8K+ 622.68% |
$4.02M - $4.37M
|
115K
$4.94M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
91.9K+ 15.19% |
$3.74M - $4.06M
|
697K
$30M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.2K+ 6.78% |
$3.71M - $4.03M
|
1.44M
$61.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
90K+ 27.17% |
$3.66M - $3.98M
|
421K
$18.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
70K+ 35.65% |
$2.85M - $3.09M
|
266K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
68.9K+ 81.72% |
$2.8M - $3.05M
|
153K
$6.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
62.6K+ 92.55% |
$2.54M - $2.77M
|
130K
$5.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
62KNew |
$2.52M - $2.74M
|
62K
$2.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
61.6K+ 334.29% |
$2.51M - $2.73M
|
80.1K
$3.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
50.8KNew |
$2.06M - $2.24M
|
50.8K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43.7KNew |
$1.78M - $1.93M
|
43.7K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43.4K+ 8.44% |
$1.77M - $1.92M
|
558K
$24M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
41.1K+ 5.81% |
$1.67M - $1.82M
|
748K
$32.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.4K+ 6.69% |
$1.07M - $1.17M
|
421K
$18.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.2K+ 227.16% |
$1.03M - $1.12M
|
36.3K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
20.4K+ 7.85% |
$830K - $903K
|
280K
$12.1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.9KNew |
$770K - $837K
|
18.9K
$815K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.7KNew |
$762K - $828K
|
18.7K
$806K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.1K+ 109.39% |
$734K - $798K
|
34.6K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$596K - $648K
|
14.6K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14K+ 46.52% |
$570K - $619K
|
44.1K
$1.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
13.9KNew |
$567K - $616K
|
13.9K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
12.3KNew |
$499K - $542K
|
12.3K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.9KNew |
$441K - $480K
|
10.9K
$467K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10.4K+ 13.65% |
$424K - $461K
|
86.9K
$3.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
10.1K+ 0.9% |
$411K - $446K
|
1.14M
$49M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.89KNew |
$402K - $437K
|
9.89K
$426K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.1KNew |
$370K - $402K
|
9.1K
$392K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.84K+ 51.81% |
$359K - $391K
|
25.9K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.72KNew |
$354K - $385K
|
8.72K
$375K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.45K+ 6.95% |
$303K - $329K
|
115K
$4.94M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.14K+ 5491.54% |
$290K - $316K
|
7.27K
$313K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
6.23KNew |
$253K - $276K
|
6.23K
$268K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
6.14KNew |
$250K - $271K
|
6.14K
$264K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6.04K+ 43.86% |
$246K - $267K
|
19.8K
$853K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.83KNew |
$237K - $258K
|
5.83K
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.2KNew |
$212K - $230K
|
5.2K
$224K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.83KNew |
$196K - $213K
|
4.83K
$208K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.81K+ 25.3% |
$155K - $168K
|
18.9K
$812K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.88K+ 3.69% |
$117K - $127K
|
81K
$3.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.27K+ 8.55% |
$92.5K - $101K
|
28.9K
$1.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.23K+ 9.31% |
$90.7K - $98.5K
|
26.2K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2K+ 36.11% |
$81.2K - $88.2K
|
7.52K
$324K
|