Cambridge Investment Research Advisors, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Cambridge Investment Research Advisors, Inc.

$29.6 Billion
Q1 2025

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 8,428 shares of AGGY stock, worth $362,235. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,428

Previous 13,170 36.01%

Holding current value

$362,235

Previous $565,000 35.22%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$42.36 - $43.8 $200,871 - $207,699	-4,742 Reduced 36.01%	8,428 $366,000
Q4 2024 Feb 14, 2025	BUY	$42.79 - $44.9 $67,479 - $70,807	1,577 Added 13.6%	13,170 $565,000
Q3 2024 Oct 28, 2024	SELL	$42.76 - $45.16 $42 - $45	-1 Reduced 0.01%	11,593 $518,000
Q2 2024 Jul 26, 2024	SELL	$42.1 - $43.44 $41,763 - $43,092	-992 Reduced 7.88%	11,594 $498,000
Q1 2024 Apr 24, 2024	SELL	$42.98 - $43.99 $140,673 - $143,979	-3,273 Reduced 20.64%	12,586 $546,000
Q4 2023 Feb 09, 2024	SELL	$40.67 - $44.21 $95,127 - $103,407	-2,339 Reduced 12.85%	15,859 $698,000
Q3 2023 Oct 24, 2023	SELL	$41.45 - $43.41 $155,396 - $162,744	-3,749 Reduced 17.08%	18,198 $755,000
Q2 2023 Jul 13, 2023	BUY	$42.79 - $44.17 $25,032 - $25,839	585 Added 2.74%	21,947 $946,000
Q1 2023 May 11, 2023	SELL	$42.44 - $44.52 $946,878 - $993,285	-22,311 Reduced 51.09%	21,362 $933,000
Q4 2022 Feb 08, 2023	SELL	$41.0 - $43.97 $300,858 - $322,651	-7,338 Reduced 14.39%	43,673 $1.86 Million
Q3 2022 Oct 17, 2022	SELL	$41.91 - $46.15 $895,407 - $985,994	-21,365 Reduced 29.52%	51,011 $0
Q2 2022 Jul 13, 2022	BUY	$43.6 - $47.89 $572,904 - $629,274	13,140 Added 22.18%	72,376 $0
Q1 2022 May 12, 2022	SELL	$47.38 - $51.33 $528,144 - $572,175	-11,147 Reduced 15.84%	59,236 $0
Q4 2021 Feb 03, 2022	SELL	$51.35 - $52.36 $2.95 Million - $3.01 Million	-57,442 Reduced 44.94%	70,383 $0
Q3 2021 Nov 02, 2021	SELL	$51.92 - $53.01 $1.06 Million - $1.08 Million	-20,458 Reduced 13.8%	127,825 $0
Q2 2021 Aug 10, 2021	SELL	$51.34 - $52.27 $921,655 - $938,351	-17,952 Reduced 10.8%	148,283 $0
Q1 2021 May 07, 2021	SELL	$51.09 - $53.61 $2.35 Million - $2.47 Million	-46,028 Reduced 21.68%	166,235 $0
Q4 2020 Feb 04, 2021	SELL	$53.28 - $53.95 $1.09 Million - $1.1 Million	-20,429 Reduced 8.78%	212,263 $0
Q3 2020 Oct 29, 2020	BUY	$53.76 - $54.71 $270,359 - $275,136	5,029 Added 2.21%	232,692 $0
Q2 2020 Jul 27, 2020	BUY	$51.53 - $53.82 $2.02 Million - $2.11 Million	39,281 Added 20.85%	227,663 $0
Q1 2020 May 08, 2020	BUY	$47.17 - $54.55 $1.39 Million - $1.61 Million	29,467 Added 18.54%	188,382 $0
Q4 2019 Feb 04, 2020	BUY	$51.78 - $52.68 $355,314 - $361,490	6,862 Added 4.51%	158,915 $0
Q3 2019 Nov 06, 2019	SELL	$51.74 - $52.41 $19,247 - $19,496	-372 Reduced 0.24%	152,053 $0
Q2 2019 Aug 15, 2019	BUY	N/A	30,403 Added 24.92%	152,425 $0
Q1 2019 May 08, 2019	BUY	N/A	12,136 Added 11.04%	122,022 $0
Q4 2018 Feb 05, 2019	BUY	N/A	33,061 Added 43.03%	109,886 $0
Q3 2018 Nov 02, 2018	BUY	N/A	23,182 Added 43.22%	76,825 $0
Q2 2018 Aug 10, 2018	BUY	N/A	43,408 Added 424.11%	53,643 $0
Q1 2018 May 09, 2018	BUY	N/A	630 Added 6.56%	10,235 $0
Q4 2017 Feb 22, 2018	BUY	N/A	1,248 Added 14.93%	9,605 $0
Q3 2017 Nov 07, 2017	BUY	N/A	1,863 Added 28.69%	8,357 $424,000
Q2 2017 Aug 08, 2017	BUY	N/A	6,494	6,494 $328,000

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.

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 Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Account

Cambridge Investment Research Advisors, Inc. Wisdomtree Yield Enhanced U.S. Transaction History