Defined Financial Planning LLC Wisdomtree Yield Enhanced U.S. Transaction History

Defined Financial Planning LLC

  • $113 Billion
  • Q2 2025

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Defined Financial Planning LLC holds 137,948 shares of AGGY stock, worth $6.02 Million. This represents 5.28% of its overall portfolio holdings.

Number of Shares
137,948
Previous 160,836 14.23%
Holding current value
$6.02 Million
Previous $7 Billion 15.11%
% of portfolio
5.28%
Previous 7.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$42.51 - $43.7 $972,968 - $1 Million
-22,888 Reduced 14.23%
137,948 $5.95 Billion
Q1 2025

Apr 15, 2025
BUY
$42.36 - $43.8 $591,472 - $611,579
13,963 Added 9.51%
160,836 $7 Billion
Q4 2024

Feb 13, 2025
BUY
$42.79 - $44.9 $6.28 Million - $6.59 Million
146,873 New
146,873 $6.3 Billion

Others Institutions Holding AGGY

# of Institutions
177
Shares Held
17M
Call Options Held
13.7K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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