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

Gateway Wealth Partners, LLC

$445 Billion
Q1 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 12,694 shares of AGGY stock, worth $545,588. This represents 0.12% of its overall portfolio holdings.

Number of Shares

12,694

Previous 10,911 16.34%

Holding current value

$545,588

Previous $468 Million 17.72%

% of portfolio

0.12%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

187

Shares Held

19M

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 Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Account

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