Golden State Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 54,157 shares of AGGY stock, worth $2.31 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

54,157

Previous 83,954 35.49%

Holding current value

$2.31 Million

Previous $3.65 Million 64410.09%

% of portfolio

0.35%

Previous 0.27%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$42.36 - $43.8 $1.26 Million - $1.31 Million	-29,797 Reduced 35.49%	54,157 $2.35 Billion
Q1 2025 Apr 23, 2025	BUY	$42.36 - $43.8 $1.22 Million - $1.27 Million	28,908 Added 52.52%	83,954 $3.65 Million
Q4 2024 Jan 28, 2025	BUY	$42.79 - $44.9 $245,956 - $258,085	5,748 Added 11.66%	55,046 $2.36 Billion
Q1 2022 May 19, 2022	BUY	$47.38 - $51.33 $2.34 Million - $2.53 Million	49,298 New	49,298 $2.36 Million
Q1 2022 May 16, 2022	SELL	$47.38 - $51.33 $1.83 Million - $1.99 Million	-38,680 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$51.35 - $52.36 $1.67 Million - $1.7 Million	32,530 Added 528.94%	38,680 $2 Million
Q3 2021 Nov 15, 2021	BUY	$51.92 - $53.01 $48,441 - $49,458	933 Added 17.88%	6,150 $319,000
Q2 2021 Aug 12, 2021	BUY	$51.34 - $52.27 $267,840 - $272,692	5,217 New	5,217 $272,000
Q1 2021 May 14, 2021	SELL	$51.09 - $53.61 $2.25 Million - $2.36 Million	-44,090 Closed	0 $0
Q4 2020 Jan 28, 2021	SELL	$53.28 - $53.95 $345,201 - $349,542	-6,479 Reduced 12.81%	44,090 $2.37 Million
Q3 2020 Nov 12, 2020	SELL	$53.76 - $54.71 $2.12 Million - $2.16 Million	-39,466 Reduced 43.83%	50,569 $2.72 Million
Q2 2020 Aug 13, 2020	BUY	$51.53 - $53.82 $4.64 Million - $4.85 Million	90,035 New	90,035 $4.85 Million
Q2 2020 Aug 11, 2020	SELL	$51.53 - $53.82 $6,544 - $6,835	-127 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$47.17 - $54.55 $5,990 - $6,927	127 New	127 $7,000

Others Institutions Holding AGGY

# of Institutions

187

Shares Held

19M

Call Options Held

12.1K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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Golden State Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History