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

Atticus Wealth Management, LLC

  • $343 Million
  • Q2 2025

A detailed history of Atticus Wealth Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 502 shares of AGGY stock, worth $22,248. This represents 0.01% of its overall portfolio holdings.

Number of Shares
502
Previous 704 28.69%
Holding current value
$22,248
Previous $30,000 30.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 10, 2025
SELL
$42.51 - $43.7 $8,587 - $8,827
-202 Reduced 28.69%
502 $21,000
Q1 2025

Apr 22, 2025
SELL
$42.36 - $43.8 $247,763 - $256,186
-5,849 Reduced 89.26%
704 $30,000
Q4 2024

Jan 22, 2025
SELL
$42.79 - $44.9 $36,842 - $38,658
-861 Reduced 11.61%
6,553 $281,000
Q3 2024

Oct 15, 2024
BUY
$42.76 - $45.16 $317,022 - $334,816
7,414 New
7,414 $331,000

Others Institutions Holding AGGY

# of Institutions
180
Shares Held
17M
Call Options Held
13.7K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
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