Purchases and Sales Made in Q4 2024 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q4 2024. 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, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
222KNew |
$9.49M - $9.95M
|
222K
$9.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
147KNew |
$6.28M - $6.59M
|
147K
$6.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 12.37% |
$6.16M - $6.46M
|
1.31M
$55.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
138K+ 52.75% |
$5.9M - $6.19M
|
399K
$17.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
78.7KNew |
$3.37M - $3.53M
|
78.7K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
73KNew |
$3.12M - $3.28M
|
73K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.3K+ 267.51% |
$2.84M - $2.98M
|
91K
$3.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
52.6K+ 23.51% |
$2.25M - $2.36M
|
276K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
51.2K+ 5.88% |
$2.19M - $2.3M
|
921K
$39.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
45.1K+ 3.98% |
$1.93M - $2.02M
|
1.18M
$50.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41.5K+ 3910.94% |
$1.77M - $1.86M
|
42.5K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.3K+ 5.0% |
$1.55M - $1.63M
|
763K
$32.6M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
33.4K+ 7.71% |
$1.43M - $1.5M
|
467K
$20M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
33.3K+ 20.92% |
$1.42M - $1.49M
|
192K
$8.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
33.1K+ 36.25% |
$1.42M - $1.49M
|
124K
$5.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
33K+ 8.89% |
$1.41M - $1.48M
|
404K
$17.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
29.4K+ 16.65% |
$1.26M - $1.32M
|
206K
$8.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23.9KNew |
$1.02M - $1.07M
|
23.9K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$864K - $907K
|
20.2K
$863K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
19.2K+ 3.28% |
$822K - $863K
|
604K
$25.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.8K+ 3.65% |
$805K - $845K
|
534K
$22.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
18.2K+ 7.64% |
$778K - $817K
|
256K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
16.9KNew |
$724K - $759K
|
16.9K
$722K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.1K+ 7.71% |
$646K - $678K
|
211K
$9.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.5KNew |
$621K - $651K
|
14.5K
$620K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2KNew |
$522K - $548K
|
12.2K
$521K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.8K+ 140.53% |
$507K - $531K
|
20.3K
$866K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.8KNew |
$504K - $529K
|
11.8K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
10.7K+ 1.26% |
$457K - $480K
|
861K
$36.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 0.95% |
$443K - $465K
|
1.1M
$46.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
10.3K+ 11.09% |
$442K - $464K
|
103K
$4.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.17K+ 55.85% |
$392K - $412K
|
25.6K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.07KNew |
$388K - $407K
|
9.07K
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
8.84K+ 6.47% |
$378K - $397K
|
145K
$6.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.31K+ 16.64% |
$313K - $328K
|
51.2K
$2.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.76KNew |
$289K - $304K
|
6.76K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.03K+ 10.8% |
$258K - $271K
|
61.8K
$2.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.89KNew |
$252K - $265K
|
5.89K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.75K+ 11.66% |
$246K - $258K
|
55K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.61K+ 43.92% |
$240K - $252K
|
18.4K
$785K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5.43KNew |
$233K - $244K
|
5.43K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.02KNew |
$215K - $225K
|
5.02K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.01K+ 75.9% |
$214K - $225K
|
11.6K
$496K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.97K+ 31.02% |
$213K - $223K
|
21K
$897K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.7KNew |
$201K - $211K
|
4.7K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.34K+ 74.0% |
$186K - $195K
|
10.2K
$436K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.14K+ 361.57% |
$177K - $186K
|
5.29K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.07K+ 19.64% |
$174K - $183K
|
24.8K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4.02K+ 31.6% |
$172K - $180K
|
16.7K
$714K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.23K+ 7.73% |
$138K - $145K
|
45K
$1.92M
|