Financial Planning & Information Services, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Financial Planning & Information Services, Inc.

$725 Million
Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 59,000 shares of AGGY stock, worth $2.57 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

59,000

Previous 57,167 3.21%

Holding current value

$2.57 Million

Previous $2.46 Million 7.41%

% of portfolio

0.36%

Previous 0.38%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$42.76 - $45.16 $78,379 - $82,778	1,833 Added 3.21%	59,000 $2.64 Million
Q2 2024 Aug 13, 2024	SELL	$42.1 - $43.44 $67,738 - $69,894	-1,609 Reduced 2.74%	57,167 $2.46 Million
Q1 2024 May 14, 2024	BUY	$42.98 - $43.99 $335,544 - $343,429	7,807 Added 15.32%	58,776 $2.55 Million
Q3 2023 Nov 14, 2023	SELL	$41.45 - $43.41 $52,227 - $54,696	-1,260 Reduced 2.41%	50,969 $2.12 Million
Q2 2023 Aug 11, 2023	BUY	$42.79 - $44.17 $104,578 - $107,951	2,444 Added 4.91%	52,229 $2.25 Million
Q1 2023 May 02, 2023	SELL	$42.44 - $44.52 $276,454 - $290,003	-6,514 Reduced 11.57%	49,785 $2.18 Million
Q4 2022 Feb 13, 2023	SELL	$41.0 - $43.97 $161,540 - $173,241	-3,940 Reduced 6.54%	56,299 $2.4 Million
Q3 2022 Oct 25, 2022	SELL	$41.91 - $46.15 $151,420 - $166,739	-3,613 Reduced 5.66%	60,239 $2.54 Million
Q2 2022 Jul 19, 2022	SELL	$43.6 - $47.89 $486,619 - $534,500	-11,161 Reduced 14.88%	63,852 $2.86 Million
Q1 2022 Apr 19, 2022	SELL	$47.38 - $51.33 $1.14 Million - $1.23 Million	-24,042 Reduced 24.27%	75,013 $3.59 Million
Q4 2021 Feb 02, 2022	BUY	$51.35 - $52.36 $753,407 - $768,225	14,672 Added 17.39%	99,055 $5.12 Million
Q3 2021 Oct 13, 2021	BUY	$51.92 - $53.01 $1.13 Million - $1.15 Million	21,762 Added 34.75%	84,383 $4.38 Million
Q2 2021 Jul 29, 2021	BUY	$51.34 - $52.27 $478,334 - $486,999	9,317 Added 17.48%	62,621 $3.27 Million
Q1 2021 Apr 20, 2021	BUY	$51.09 - $53.61 $1.12 Million - $1.18 Million	21,949 Added 70.0%	53,304 $2.73 Million
Q4 2020 Feb 08, 2021	BUY	$53.28 - $53.95 $829,995 - $840,433	15,578 Added 98.74%	31,355 $1.68 Million
Q3 2020 May 24, 2021	BUY	$53.76 - $54.71 $575,608 - $585,779	10,707 Added 211.18%	15,777 $849,000
Q2 2020 May 24, 2021	BUY	$51.53 - $53.82 $261,257 - $272,867	5,070 New	5,070 $273,000

Others Institutions Holding AGGY

# of Institutions

182

Shares Held

18.3M

Call Options Held

12.1K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
Sector ETFs
Industry ETFs

More about AGGY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Planning & Information Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Planning & Information Services, Inc. with notifications on news.

Account

Financial Planning & Information Services, Inc. Wisdomtree Yield Enhanced U.S. Transaction History