David Kennon Inc Wisdomtree Yield Enhanced U.S. Transaction History

David Kennon Inc

$229 Million
Q4 2024

A detailed history of David Kennon Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, David Kennon Inc holds 26,833 shares of AGGY stock, worth $1.17 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

26,833

Previous 27,119 1.05%

Holding current value

$1.17 Million

Previous $1.21 Million 5.03%

% of portfolio

0.5%

Previous 0.53%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$42.79 - $44.9 $12,237 - $12,841	-286 Reduced 1.05%	26,833 $1.15 Million
Q3 2024 Oct 22, 2024	SELL	$42.76 - $45.16 $2,138 - $2,258	-50 Reduced 0.18%	27,119 $1.21 Million
Q2 2024 Jul 25, 2024	SELL	$42.1 - $43.44 $26,649 - $27,497	-633 Reduced 2.28%	27,169 $1.17 Million
Q1 2024 May 03, 2024	SELL	$42.98 - $43.99 $52,521 - $53,755	-1,222 Reduced 4.21%	27,802 $1.21 Million
Q4 2023 Jan 23, 2024	SELL	$40.67 - $44.21 $144,703 - $157,299	-3,558 Reduced 10.92%	29,024 $1.28 Million
Q3 2023 Nov 06, 2023	SELL	$41.45 - $43.41 $18,818 - $19,708	-454 Reduced 1.37%	32,582 $1.35 Million
Q2 2023 Jul 31, 2023	SELL	$42.79 - $44.17 $136,500 - $140,902	-3,190 Reduced 8.81%	33,036 $1.42 Million
Q1 2023 May 10, 2023	SELL	$42.44 - $44.52 $2.7 Million - $2.83 Million	-63,572 Reduced 63.7%	36,226 $1.58 Million
Q4 2022 Feb 14, 2023	BUY	$41.0 - $43.97 $103,771 - $111,288	2,531 Added 2.6%	99,798 $4.26 Million
Q3 2022 Nov 14, 2022	BUY	$41.91 - $46.15 $4.08 Million - $4.49 Million	97,267 New	97,267 $4.11 Million

Others Institutions Holding AGGY

# of Institutions

174

Shares Held

20.6M

Call Options Held

900

Put Options Held

9.3K

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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