Gm Advisory Group, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Gm Advisory Group, Inc.

$1.65 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$42.1 - $43.44 $209,784 - $216,461	4,983 New	4,983 $214,000
Q3 2023 Nov 13, 2023	SELL	$41.45 - $43.41 $165 - $173	-4 Reduced 0.07%	5,867 $243,000
Q2 2023 Aug 14, 2023	BUY	$42.79 - $44.17 $813 - $839	19 Added 0.32%	5,871 $252,000
Q1 2023 May 12, 2023	BUY	$42.44 - $44.52 $763 - $801	18 Added 0.31%	5,852 $255,000
Q4 2022 Feb 13, 2023	SELL	$41.0 - $43.97 $116,727 - $125,182	-2,847 Reduced 32.8%	5,834 $248,000
Q3 2022 Nov 14, 2022	BUY	$41.91 - $46.15 $2,640 - $2,907	63 Added 0.73%	8,681 $367,000
Q2 2022 Aug 15, 2022	BUY	$43.6 - $47.89 $49,965 - $54,881	1,146 Added 15.34%	8,618 $385,000
Q1 2022 May 13, 2022	BUY	$47.38 - $51.33 $1,516 - $1,642	32 Added 0.43%	7,472 $358,000
Q4 2021 Feb 10, 2022	SELL	$51.35 - $52.36 $8,113 - $8,272	-158 Reduced 2.08%	7,440 $384,000
Q3 2021 Nov 12, 2021	BUY	$51.92 - $53.01 $100,569 - $102,680	1,937 Added 34.22%	7,598 $394,000
Q2 2021 Aug 16, 2021	SELL	$51.34 - $52.27 $5,339 - $5,436	-104 Reduced 1.8%	5,661 $296,000
Q1 2021 May 13, 2021	BUY	$51.09 - $53.61 $294,533 - $309,061	5,765 New	5,765 $295,000

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

0

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