Barnes Wealth Management Group, Inc Wisdomtree Yield Enhanced U.S. Transaction History

Barnes Wealth Management Group, Inc

  • $169 Billion
  • Q2 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 18,078 shares of AGGY stock, worth $807,001. This represents 0.47% of its overall portfolio holdings.

Number of Shares
18,078
Previous 17,816 1.47%
Holding current value
$807,001
Previous $774 Million 1.94%
% of portfolio
0.47%
Previous 0.5%

Shares

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

Aug 27, 2025
BUY
$42.51 - $43.7 $11,137 - $11,449
262 Added 1.47%
18,078 $789 Million
Q1 2025

May 14, 2025
BUY
$42.36 - $43.8 $57,482 - $59,436
1,357 Added 8.24%
17,816 $774 Million
Q4 2024

May 12, 2025
BUY
$42.79 - $44.9 $704,280 - $739,009
16,459 New
16,459 $706 Million

Others Institutions Holding AGGY

# of Institutions
178
Shares Held
16.5M
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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