A detailed history of David Kennon Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, David Kennon Inc holds 27,119 shares of AGGY stock, worth $1.17 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
27,119
Previous 27,169 0.18%
Holding current value
$1.17 Million
Previous $1.17 Million 3.86%
% of portfolio
0.53%
Previous 0.54%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$42.76 - $45.16 $2,138 - $2,258
-50 Reduced 0.18%
27,119 $1.21 Million
Q2 2024

Jul 25, 2024

SELL
$42.1 - $43.44 $26,649 - $27,497
-633 Reduced 2.28%
27,169 $1.17 Million
Q1 2024

May 03, 2024

SELL
$42.98 - $43.99 $52,521 - $53,755
-1,222 Reduced 4.21%
27,802 $1.21 Million
Q4 2023

Jan 23, 2024

SELL
$40.67 - $44.21 $144,703 - $157,299
-3,558 Reduced 10.92%
29,024 $1.28 Million
Q3 2023

Nov 06, 2023

SELL
$41.45 - $43.41 $18,818 - $19,708
-454 Reduced 1.37%
32,582 $1.35 Million
Q2 2023

Jul 31, 2023

SELL
$42.79 - $44.17 $136,500 - $140,902
-3,190 Reduced 8.81%
33,036 $1.42 Million
Q1 2023

May 10, 2023

SELL
$42.44 - $44.52 $2.7 Million - $2.83 Million
-63,572 Reduced 63.7%
36,226 $1.58 Million
Q4 2022

Feb 14, 2023

BUY
$41.0 - $43.97 $103,771 - $111,288
2,531 Added 2.6%
99,798 $4.26 Million
Q3 2022

Nov 14, 2022

BUY
$41.91 - $46.15 $4.08 Million - $4.49 Million
97,267 New
97,267 $4.11 Million

Others Institutions Holding AGGY

About WISDOMTREE YIELD ENHANCED U.S.


  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
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