Echo Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Echo Wealth Management, LLC

$127 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$43.6 - $47.89 $3.42 Million - $3.76 Million	-78,409 Reduced 92.14%	6,693 $299,000
Q1 2022 May 16, 2022	SELL	$47.38 - $51.33 $130,768 - $141,670	-2,760 Reduced 3.14%	85,102 $3.92 Million
Q4 2021 Jan 18, 2022	SELL	$51.35 - $52.36 $1.41 Million - $1.43 Million	-27,385 Reduced 23.76%	87,862 $4.46 Million
Q3 2021 Oct 22, 2021	BUY	$51.92 - $53.01 $456,584 - $466,169	8,794 Added 8.26%	115,247 $5.95 Million
Q2 2021 Jul 14, 2021	SELL	$51.34 - $52.27 $506,058 - $515,225	-9,857 Reduced 8.47%	106,453 $5.59 Million
Q1 2021 Apr 07, 2021	SELL	$51.09 - $53.61 $1.99 Million - $2.09 Million	-39,035 Reduced 25.13%	116,310 $5.96 Million
Q4 2020 Feb 22, 2021	BUY	$53.28 - $53.95 $8.28 Million - $8.38 Million	155,345 New	155,345 $8.34 Million

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

0

About WISDOMTREE YIELD ENHANCED U.S.

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