Dynamic Advisor Solutions LLC Wisdomtree Yield Enhanced U.S. Transaction History

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 5,335 shares of AGGY stock, worth $238,154. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,335
Holding current value
$238,154
% of portfolio
0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$43.1 - $44.6 $229,938 - $237,941
5,335 New
5,335 $236,000
Q1 2023

Apr 10, 2023
BUY
$42.44 - $44.52 $20,625 - $21,636
486 Added 9.02%
5,876 $256,000
Q4 2022

Jan 12, 2023
SELL
$41.0 - $43.97 $158,957 - $170,471
-3,877 Reduced 41.84%
5,390 $230 Million
Q3 2022

Oct 20, 2022
SELL
$41.91 - $46.15 $18,398 - $20,259
-439 Reduced 4.52%
9,267 $391,000
Q2 2022

Jul 27, 2022
SELL
$43.6 - $47.89 $32,525 - $35,725
-746 Reduced 7.14%
9,706 $434,000
Q1 2022

Apr 11, 2022
SELL
$47.38 - $51.33 $162,134 - $175,651
-3,422 Reduced 24.66%
10,452 $500,000
Q4 2021

Jan 26, 2022
SELL
$51.35 - $52.36 $22,337 - $22,776
-435 Reduced 3.04%
13,874 $717,000
Q3 2021

Oct 28, 2021
SELL
$51.92 - $53.01 $1,194 - $1,219
-23 Reduced 0.16%
14,309 $743,000
Q2 2021

Aug 10, 2021
BUY
$51.34 - $52.27 $2,926 - $2,979
57 Added 0.4%
14,332 $748,000
Q1 2021

Apr 27, 2021
BUY
$51.09 - $53.61 $220,555 - $231,434
4,317 Added 43.35%
14,275 $731,000
Q4 2020

Feb 03, 2021
BUY
$53.28 - $53.95 $27,385 - $27,730
514 Added 5.44%
9,958 $535,000
Q3 2020

Oct 27, 2020
BUY
$53.76 - $54.71 $36,126 - $36,765
672 Added 7.66%
9,444 $508,000
Q2 2020

Aug 05, 2020
BUY
$51.53 - $53.82 $96,876 - $101,181
1,880 Added 27.28%
8,772 $472,000
Q1 2020

May 07, 2020
BUY
$47.17 - $54.55 $49,953 - $57,768
1,059 Added 18.16%
6,892 $356,000
Q4 2019

Feb 04, 2020
BUY
$51.78 - $52.68 $302,032 - $307,282
5,833 New
5,833 $305,000

Others Institutions Holding AGGY

# of Institutions
179
Shares Held
17M
Call Options Held
13.7K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
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