Aj Wealth Strategies, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 23,947 shares of AGGY stock, worth $1.04 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

23,947

Previous 26,130 8.35%

Holding current value

$1.04 Million

Previous $1.14 Million 9.64%

% of portfolio

0.05%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	SELL	$42.79 - $44.17 $93,410 - $96,423	-2,183 Reduced 8.35%	23,947 $1.03 Million
Q1 2023 Apr 28, 2023	SELL	$42.44 - $44.52 $469,131 - $492,124	-11,054 Reduced 29.73%	26,130 $1.14 Million
Q4 2022 Jan 25, 2023	SELL	$41.0 - $43.97 $65.1 Million - $69.8 Million	-1,588,177 Reduced 97.71%	37,184 $1.59 Million
Q3 2022 Oct 27, 2022	SELL	$41.91 - $46.15 $10.6 Million - $11.6 Million	-251,751 Reduced 13.41%	1,625,361 $68.6 Million
Q2 2022 Aug 04, 2022	BUY	$43.6 - $47.89 $77.9 Million - $85.6 Million	1,787,253 Added 1988.95%	1,877,112 $83.9 Million
Q1 2022 May 13, 2022	BUY	$47.38 - $51.33 $3.66 Million - $3.97 Million	77,321 Added 616.69%	89,859 $4.3 Million
Q4 2021 Jan 26, 2022	SELL	$51.35 - $52.36 $74,406 - $75,869	-1,449 Reduced 10.36%	12,538 $648,000
Q3 2021 Oct 20, 2021	SELL	$51.92 - $53.01 $56,229 - $57,409	-1,083 Reduced 7.19%	13,987 $726,000
Q2 2021 Aug 16, 2021	SELL	$51.34 - $52.27 $5,390 - $5,488	-105 Reduced 0.69%	15,070 $787,000
Q1 2021 May 06, 2021	BUY	$51.09 - $53.61 $444,483 - $466,407	8,700 Added 134.36%	15,175 $777,000
Q4 2020 Feb 16, 2021	SELL	$53.28 - $53.95 $284,781 - $288,362	-5,345 Reduced 45.22%	6,475 $348,000
Q3 2020 Nov 16, 2020	BUY	$53.76 - $54.71 $402,823 - $409,942	7,493 Added 173.17%	11,820 $636,000
Q1 2020 May 15, 2020	SELL	$47.17 - $54.55 $14.3 Million - $16.5 Million	-302,253 Reduced 98.59%	4,327 $223,000
Q4 2019 Feb 14, 2020	SELL	$51.78 - $52.68 $15.1 Million - $15.4 Million	-291,555 Reduced 48.74%	306,580 $16 Million
Q3 2019 Nov 26, 2019	BUY	$51.74 - $52.41 $30.9 Million - $31.3 Million	598,135 New	598,135 $31.3 Million

Others Institutions Holding AGGY

# of Institutions

163

Shares Held

20.3M

Call Options Held

2.4K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
Sector ETFs
Industry ETFs

More about AGGY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Account

Aj Wealth Strategies, LLC Wisdomtree Yield Enhanced U.S. Transaction History