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 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.93K+ 25.87% |
$78.7K - $85.5K
|
9.41K
$404K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.57K+ 2.17% |
$64K - $69.6K
|
74K
$3.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.38K+ 4.54% |
$56K - $60.9K
|
31.7K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
788+ 4.37% |
$32K - $34.8K
|
18.8K
$807K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
766+ 12.72% |
$31.2K - $33.9K
|
6.79K
$291K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
744+ 1.19% |
$30.3K - $32.9K
|
63.5K
$2.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
677+ 0.6% |
$27.5K - $29.9K
|
114K
$4.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
672+ 4.44% |
$27.3K - $29.7K
|
15.8K
$678K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
619New |
$25.2K - $27.4K
|
619
$26.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
578+ 9.92% |
$23.5K - $25.6K
|
6.4K
$275K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
555+ 523.58% |
$22.6K - $24.5K
|
661
$28.3K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
522New |
$21.2K - $23.1K
|
522
$22.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
480+ 3.03% |
$19.5K - $21.2K
|
16.3K
$701K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
472+ 41.88% |
$19.2K - $20.9K
|
1.6K
$68.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
460+ 6.13% |
$18.7K - $20.3K
|
7.96K
$341K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
450+ 0.94% |
$18.3K - $19.9K
|
48.1K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
386+ 3.62% |
$15.7K - $17.1K
|
11.1K
$474K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
367+ 100.55% |
$14.9K - $16.2K
|
732
$31.4K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
345+ 0.49% |
$14K - $15.3K
|
71.4K
$3.06M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
285+ 4.87% |
$11.6K - $12.6K
|
6.14K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
243+ 1.81% |
$9.88K - $10.7K
|
13.6K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
209New |
$8.5K - $9.24K
|
209
$8.96K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
169+ 1.19% |
$6.87K - $7.47K
|
14.4K
$616K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
147New |
$5.98K - $6.5K
|
147
$6.3K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
139+ 2.0% |
$5.65K - $6.15K
|
7.08K
$303K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
88+ 0.39% |
$3.58K - $3.89K
|
22.9K
$981K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
81+ 0.8% |
$3.29K - $3.58K
|
10.2K
$436K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81+ 1620.0% |
$3.29K - $3.58K
|
86
$3.69K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
47New |
$1.91K - $2.08K
|
47
$2.02K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 0.17% |
$651 - $707
|
9.32K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16New |
$651 - $707
|
16
$686
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
15+ 0.08% |
$610 - $663
|
18.1K
$775K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
13+ 0.15% |
$529 - $575
|
8.72K
$374K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 0.32% |
$366 - $398
|
2.81K
$120K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-33- 0.07% |
$1.34K - $1.46K
|
45.3K
$1.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-34- 3.79% |
$1.38K - $1.5K
|
862
$37K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-43- 0.58% |
$1.75K - $1.9K
|
7.39K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-44- 8.13% |
$1.79K - $1.95K
|
497
$21.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-56- 0.96% |
$2.28K - $2.48K
|
5.77K
$248K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-95- 22.2% |
$3.86K - $4.2K
|
333
$14.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-101- 26.93% |
$4.11K - $4.47K
|
274
$11.7K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-153- 2.45% |
$6.22K - $6.76K
|
6.09K
$261K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-162- 1.28% |
$6.59K - $7.16K
|
12.5K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-171- 2.13% |
$6.95K - $7.56K
|
7.87K
$337K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-182- 6.11% |
$7.4K - $8.05K
|
2.8K
$120K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-213- 1.18% |
$8.66K - $9.42K
|
17.8K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-220- 4.44% |
$8.95K - $9.73K
|
4.73K
$203K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-222- 12.5% |
$9.03K - $9.81K
|
1.55K
$66.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-247- 20.57% |
$10K - $10.9K
|
954
$40.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-275- 2.07% |
$11.2K - $12.2K
|
13K
$558K
|