Clear Point Advisors Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Clear Point Advisors Inc.

$129 Billion
Q3 2024

A detailed history of Clear Point Advisors Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Clear Point Advisors Inc. holds 756 shares of AGGY stock, worth $33,067. This represents 0.03% of its overall portfolio holdings.

Number of Shares

756

Previous 527 43.45%

Holding current value

$33,067

Previous $22.6 Million 49.45%

% of portfolio

0.03%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$42.76 - $45.16 $9,792 - $10,341	229 Added 43.45%	756 $33.8 Million
Q2 2024 Aug 14, 2024	BUY	$42.1 - $43.44 $84 - $86	2 Added 0.38%	527 $22.6 Million
Q1 2024 May 15, 2024	BUY	$42.98 - $43.99 $128 - $131	3 Added 0.57%	525 $22.8 Million
Q4 2023 May 15, 2024	BUY	$40.67 - $44.21 $21,229 - $23,077	522 New	522 $23 Million

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
Sector ETFs
Industry ETFs

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Clear Point Advisors Inc. Wisdomtree Yield Enhanced U.S. Transaction History