Avantax Advisory Services, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 29,193 shares of AGGY stock, worth $1.25 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

29,193

Previous 28,855 1.17%

Holding current value

$1.25 Million

Previous $1.24 Million 2.34%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$42.36 - $43.8 $14,317 - $14,804	338 Added 1.17%	29,193 $1.27 Million
Q4 2024 Feb 07, 2025	SELL	$42.79 - $44.9 $27,128 - $28,466	-634 Reduced 2.15%	28,855 $1.24 Million
Q3 2024 Nov 13, 2024	SELL	$42.76 - $45.16 $253,353 - $267,573	-5,925 Reduced 16.73%	29,489 $1.32 Million
Q2 2024 Aug 09, 2024	BUY	$42.1 - $43.44 $138,298 - $142,700	3,285 Added 10.22%	35,414 $1.52 Million
Q1 2024 May 08, 2024	BUY	$42.98 - $43.99 $16,891 - $17,288	393 Added 1.24%	32,129 $1.39 Million
Q4 2023 Feb 07, 2024	BUY	$40.67 - $44.21 $56,043 - $60,921	1,378 Added 4.54%	31,736 $1.4 Million
Q3 2023 Nov 07, 2023	BUY	$41.45 - $43.41 $37,305 - $39,069	900 Added 3.06%	30,358 $1.26 Million
Q2 2023 Aug 11, 2023	SELL	$42.79 - $44.17 $56,354 - $58,171	-1,317 Reduced 4.28%	29,458 $1.27 Million
Q1 2023 Apr 28, 2023	SELL	$42.44 - $44.52 $1,782 - $1,869	-42 Reduced 0.14%	30,775 $1.34 Million
Q4 2022 Feb 13, 2023	BUY	$41.0 - $43.97 $36,613 - $39,265	893 Added 2.98%	30,817 $1.31 Million
Q3 2022 Nov 01, 2022	SELL	$41.91 - $46.15 $1.04 Million - $1.14 Million	-24,729 Reduced 45.25%	29,924 $1.26 Million
Q2 2022 Aug 02, 2022	SELL	$43.6 - $47.89 $35,882 - $39,413	-823 Reduced 1.48%	54,653 $2.44 Million
Q1 2022 Apr 27, 2022	SELL	$47.38 - $51.33 $5.78 Million - $6.27 Million	-122,093 Reduced 68.76%	55,476 $2.66 Million
Q4 2021 Jan 24, 2022	BUY	$51.35 - $52.36 $478,119 - $487,523	9,311 Added 5.53%	177,569 $9.18 Million
Q3 2021 Oct 21, 2021	BUY	$51.92 - $53.01 $1.02 Million - $1.04 Million	19,635 Added 13.21%	168,258 $8.74 Million
Q2 2021 Jul 29, 2021	BUY	$51.34 - $52.27 $195,040 - $198,573	3,799 Added 2.62%	148,623 $7.76 Million
Q1 2021 May 13, 2021	BUY	$51.09 - $53.61 $136,154 - $142,870	2,665 Added 1.87%	144,824 $7.42 Million
Q4 2020 Jan 22, 2021	SELL	$53.28 - $53.95 $3.93 Million - $3.97 Million	-73,674 Reduced 34.13%	142,159 $7.62 Million
Q3 2020 Oct 14, 2020	BUY	$53.76 - $54.71 $6.52 Million - $6.64 Million	121,353 Added 128.44%	215,833 $11.6 Million
Q2 2020 Aug 06, 2020	BUY	$51.53 - $53.82 $1.1 Million - $1.15 Million	21,434 Added 29.34%	94,480 $5.09 Million
Q1 2020 Apr 30, 2020	BUY	$47.17 - $54.55 $1.78 Million - $2.06 Million	37,731 Added 106.84%	73,046 $3.77 Million
Q4 2019 Feb 14, 2020	BUY	$51.78 - $52.68 $997,852 - $1.02 Million	19,271 Added 120.11%	35,315 $1.85 Million
Q3 2019 Nov 08, 2019	BUY	$51.74 - $52.41 $449,258 - $455,076	8,683 Added 117.96%	16,044 $835,000
Q2 2019 Aug 06, 2019	BUY	N/A	7,361 New	7,361 $377,000

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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Avantax Advisory Services, Inc. Wisdomtree Yield Enhanced U.S. Transaction History