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 |
|---|---|---|---|---|---|---|---|
|
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
$215K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.01K+ 75.9% |
$214K - $225K
|
11.6K
$497K
|
|
|
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
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.55K+ 5.26% |
$152K - $159K
|
71K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.23K+ 7.73% |
$138K - $145K
|
45K
$1.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.96KNew |
$127K - $133K
|
2.96K
$127K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.55K+ 9.43% |
$109K - $115K
|
29.6K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.39K+ 44.78% |
$102K - $107K
|
7.71K
$330K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.35K+ 37.66% |
$100K - $105K
|
8.57K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.83K+ 11.88% |
$78.4K - $82.3K
|
17.3K
$738K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.69KNew |
$72.1K - $75.7K
|
1.69K
$72.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.58K+ 13.6% |
$67.5K - $70.8K
|
13.2K
$563K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.43K+ 12.29% |
$61K - $64K
|
13K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.35KNew |
$57.7K - $60.6K
|
1.35K
$57.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.29KNew |
$55.4K - $58.1K
|
1.29K
$55.3K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.23K+ 17.78% |
$52.4K - $55K
|
8.12K
$347K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 3.54% |
$49.6K - $52.1K
|
34K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
903+ 12.79% |
$38.6K - $40.5K
|
7.96K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
754+ 6.06% |
$32.3K - $33.9K
|
13.2K
$564K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
728+ 1.7% |
$31.2K - $32.7K
|
43.5K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
723+ 1.15% |
$30.9K - $32.5K
|
63.3K
$2.71M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
697+ 6.66% |
$29.8K - $31.3K
|
11.2K
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
650+ 1.7% |
$27.8K - $29.2K
|
38.9K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
649+ 1.92% |
$27.8K - $29.1K
|
34.4K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
546+ 116.42% |
$23.4K - $24.5K
|
1.02K
$43.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
540+ 1.12% |
$23.1K - $24.2K
|
48.8K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
400+ 60.42% |
$17.1K - $18K
|
1.06K
$45.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
291+ 131.08% |
$12.5K - $13.1K
|
513
$21.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
283+ 5.76% |
$12.1K - $12.7K
|
5.19K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
256New |
$11K - $11.5K
|
256
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
240+ 5.99% |
$10.3K - $10.8K
|
4.25K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
187+ 0.78% |
$8K - $8.4K
|
24.3K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
178+ 1.15% |
$7.62K - $7.99K
|
15.6K
$668K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
167+ 2.34% |
$7.15K - $7.5K
|
7.32K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
166+ 1.96% |
$7.1K - $7.45K
|
8.64K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
148+ 1.17% |
$6.33K - $6.65K
|
12.8K
$548K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
128+ 0.39% |
$5.48K - $5.75K
|
32.9K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
52+ 0.73% |
$2.23K - $2.33K
|
7.15K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
50+ 0.46% |
$2.14K - $2.25K
|
10.9K
$466K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
30+ 0.86% |
$1.28K - $1.35K
|
3.54K
$151K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.14% |
$300 - $314
|
5.09K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 1.22% |
$171 - $180
|
333
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 1.12% |
$128 - $135
|
272
$11.6K
|