First Foundation Advisors Wisdomtree Yield Enhanced U.S. Transaction History

First Foundation Advisors

$2.4 Billion
Q1 2025

A detailed history of First Foundation Advisors transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, First Foundation Advisors holds 358,545 shares of AGGY stock, worth $15.5 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

358,545

Previous 467,123 23.24%

Holding current value

$15.5 Million

Previous $20 Million 22.33%

% of portfolio

0.65%

Previous 0.77%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$42.36 - $43.8 $4.6 Million - $4.76 Million	-108,578 Reduced 23.24%	358,545 $15.6 Million
Q4 2024 Feb 13, 2025	BUY	$42.79 - $44.9 $1.43 Million - $1.5 Million	33,428 Added 7.71%	467,123 $20 Million
Q3 2024 Nov 13, 2024	BUY	$42.76 - $45.16 $827,876 - $874,342	19,361 Added 4.67%	433,695 $19.4 Million
Q2 2024 Aug 06, 2024	BUY	$42.1 - $43.44 $710,395 - $733,006	16,874 Added 4.25%	414,334 $17.8 Million
Q1 2024 May 09, 2024	BUY	$42.98 - $43.99 $5.03 Million - $5.15 Million	117,023 Added 41.73%	397,460 $17.2 Million
Q4 2023 Feb 14, 2024	BUY	$40.67 - $44.21 $830,440 - $902,723	20,419 Added 7.85%	280,437 $12.3 Million
Q3 2023 Nov 15, 2023	BUY	$41.45 - $43.41 $4.53 Million - $4.75 Million	109,406 Added 72.64%	260,018 $10.8 Million
Q2 2023 Aug 14, 2023	BUY	$42.79 - $44.17 $1.36 Million - $1.4 Million	31,788 Added 26.75%	150,612 $6.49 Million
Q1 2023 May 12, 2023	BUY	$42.44 - $44.52 $1.2 Million - $1.26 Million	28,246 Added 31.18%	118,824 $5.19 Million
Q4 2022 Feb 14, 2023	BUY	$41.0 - $43.97 $1.57 Million - $1.68 Million	38,284 Added 73.21%	90,578 $3.86 Million
Q3 2022 Nov 10, 2022	BUY	$41.91 - $46.15 $755,511 - $831,946	18,027 Added 52.61%	52,294 $2.21 Million
Q2 2022 Aug 12, 2022	BUY	$43.6 - $47.89 $24,895 - $27,345	571 Added 1.69%	34,267 $1.53 Million
Q1 2022 May 05, 2022	BUY	$47.38 - $51.33 $29,233 - $31,670	617 Added 1.87%	33,696 $1.61 Million
Q4 2021 Feb 14, 2022	SELL	$51.35 - $52.36 $227,788 - $232,268	-4,436 Reduced 11.82%	33,079 $1.71 Million
Q3 2021 Nov 15, 2021	SELL	$51.92 - $53.01 $523,768 - $534,764	-10,088 Reduced 21.19%	37,515 $1.95 Million
Q2 2021 Aug 13, 2021	BUY	$51.34 - $52.27 $1.06 Million - $1.08 Million	20,733 Added 77.16%	47,603 $2.49 Million
Q1 2021 May 18, 2021	BUY	$51.09 - $53.61 $135,388 - $142,066	2,650 Added 10.94%	26,870 $1.38 Million
Q4 2020 Feb 16, 2021	SELL	$53.28 - $53.95 $1.04 Million - $1.05 Million	-19,455 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$53.76 - $54.71 $46,072 - $46,886	-857 Reduced 4.22%	19,455 $1.05 Million
Q2 2020 Aug 14, 2020	BUY	$51.53 - $53.82 $1.05 Million - $1.09 Million	20,312 New	20,312 $1.09 Million

Others Institutions Holding AGGY

# of Institutions

188

Shares Held

19M

Call Options Held

12.1K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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First Foundation Advisors Wisdomtree Yield Enhanced U.S. Transaction History