Gateway Wealth Partners, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Gateway Wealth Partners, LLC

  • $527 Billion
  • Q2 2025

A detailed history of Gateway Wealth Partners, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 13,748 shares of AGGY stock, worth $609,311. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,748
Previous 12,694 8.3%
Holding current value
$609,311
Previous $551 Million 8.81%
% of portfolio
0.11%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$42.51 - $43.7 $44,805 - $46,059
1,054 Added 8.3%
13,748 $600 Million
Q1 2025

Apr 30, 2025
BUY
$42.36 - $43.8 $75,527 - $78,095
1,783 Added 16.34%
12,694 $551 Million
Q4 2024

Jan 22, 2025
BUY
$42.79 - $44.9 $2,139 - $2,245
50 Added 0.46%
10,911 $468 Million
Q3 2024

Oct 24, 2024
BUY
$42.76 - $45.16 $8,209 - $8,670
192 Added 1.8%
10,861 $486 Million
Q2 2024

Aug 16, 2024
SELL
$42.1 - $43.44 $4,167 - $4,300
-99 Reduced 0.92%
10,669 $458 Million
Q1 2024

May 14, 2024
SELL
$42.98 - $43.99 $12,550 - $12,845
-292 Reduced 2.64%
10,768 $467 Million
Q4 2023

Feb 13, 2024
BUY
$40.67 - $44.21 $15,698 - $17,065
386 Added 3.62%
11,060 $487 Million
Q3 2023

Nov 14, 2023
BUY
$41.45 - $43.41 $47,874 - $50,138
1,155 Added 12.13%
10,674 $443 Million
Q2 2023

Aug 14, 2023
BUY
$42.79 - $44.17 $407,318 - $420,454
9,519 New
9,519 $410 Million

Others Institutions Holding AGGY

# of Institutions
181
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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