Betterment LLC Wisdomtree Yield Enhanced U.S. Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Betterment LLC holds 33,502 shares of AGGY stock, worth $1.43 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

33,502

Previous 32,801 2.14%

Holding current value

$1.43 Million

Previous $1.41 Million 3.41%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$42.36 - $43.8 $29,694 - $30,703	701 Added 2.14%	33,502 $1.46 Million
Q4 2024 Feb 14, 2025	BUY	$42.79 - $44.9 $356,783 - $374,376	8,338 Added 34.08%	32,801 $1.41 Million
Q3 2024 Nov 14, 2024	BUY	$42.76 - $45.16 $116,435 - $122,970	2,723 Added 12.53%	24,463 $1.09 Million
Q2 2024 Aug 14, 2024	BUY	$42.1 - $43.44 $74,432 - $76,801	1,768 Added 8.85%	21,740 $934,000
Q1 2024 May 10, 2024	BUY	$42.98 - $43.99 $49,942 - $51,116	1,162 Added 6.18%	19,972 $866,000
Q4 2023 Feb 09, 2024	BUY	$40.67 - $44.21 $32,047 - $34,837	788 Added 4.37%	18,810 $828,000
Q3 2023 Nov 09, 2023	BUY	$41.45 - $43.41 $7,295 - $7,640	176 Added 0.99%	18,022 $748,000
Q2 2023 Aug 07, 2023	SELL	$42.79 - $44.17 $93,538 - $96,555	-2,186 Reduced 10.91%	17,846 $769,000
Q1 2023 May 15, 2023	BUY	$42.44 - $44.52 $45,835 - $48,081	1,080 Added 5.7%	20,032 $875,000
Q4 2022 Feb 13, 2023	BUY	$41.0 - $43.97 $37,638 - $40,364	918 Added 5.09%	18,952 $808,000
Q2 2022 Aug 10, 2022	BUY	$43.6 - $47.89 $111,485 - $122,454	2,557 Added 16.52%	18,034 $806,000
Q1 2022 May 16, 2022	BUY	$47.38 - $51.33 $288,070 - $312,086	6,080 Added 64.7%	15,477 $741,000
Q4 2021 Feb 15, 2022	BUY	$51.35 - $52.36 $482,535 - $492,026	9,397 New	9,397 $486,000

Others Institutions Holding AGGY

# of Institutions

188

Shares Held

19M

Call Options Held

12.1K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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