Eisner Amper Wealth Management Corporate Benefits, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 01, 2021	SELL	$51.34 - $52.27 $200,585 - $204,218	-3,907 Closed	0 $0
Q1 2021 Apr 01, 2021	BUY	$51.09 - $53.61 $199,608 - $209,454	3,907 New	3,907 $200,000

Others Institutions Holding AGGY

# of Institutions

182

Shares Held

18M

Call Options Held

12.1K

Put Options Held

Bank Of America Corp Charlotte, NC

2.85M
Shares

$124 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.24M
Shares

$53.9 Million
0.02% of portfolio
Cwm, LLC

1.18M
Shares

$51.5 Million
0.18% of portfolio
High Tower Advisors, LLC Chicago, IL

860K
Shares

$37.5 Million
0.05% of portfolio
Mercer Global Advisors Inc Denver, CO

840K
Shares

$36.7 Million
0.08% of portfolio

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About WISDOMTREE YIELD ENHANCED U.S.

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