Defined Financial Planning LLC Wisdomtree Yield Enhanced U.S. Transaction History

Defined Financial Planning LLC

$98.7 Billion
Q1 2025

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Defined Financial Planning LLC holds 160,836 shares of AGGY stock, worth $6.96 Million. This represents 7.1% of its overall portfolio holdings.

Number of Shares

160,836

Previous 146,873 9.51%

Holding current value

$6.96 Million

Previous $6.3 Billion 11.11%

% of portfolio

7.1%

Previous 6.73%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 15, 2025	BUY	$42.36 - $43.8 $591,472 - $611,579	13,963 Added 9.51%	160,836 $7 Billion
Q4 2024 Feb 13, 2025	BUY	$42.79 - $44.9 $6.28 Million - $6.59 Million	146,873 New	146,873 $6.3 Billion

Others Institutions Holding AGGY

# of Institutions

186

Shares Held

19.5M

Call Options Held

900

Put Options Held

9.3K

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About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Defined Financial Planning LLC Wisdomtree Yield Enhanced U.S. Transaction History