Golden State Equity Partners Wisdomtree Yield Enhanced U.S. Transaction History

Golden State Equity Partners

$182 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 25, 2024	SELL	$42.76 - $45.16 $218,076 - $230,315	-5,100 Reduced 8.79%	52,907 $2.37 Million
Q2 2024 Jul 29, 2024	SELL	$42.1 - $43.44 $231,381 - $238,746	-5,496 Reduced 8.65%	58,007 $2.49 Million
Q4 2023 Feb 02, 2024	BUY	$40.67 - $44.21 $30,258 - $32,892	744 Added 1.19%	63,503 $2.8 Million
Q3 2023 Oct 20, 2023	BUY	$41.45 - $43.41 $2.02 Million - $2.11 Million	48,691 Added 346.11%	62,759 $2.61 Million
Q2 2023 Jul 19, 2023	SELL	$42.79 - $44.17 $1.83 Million - $1.89 Million	-42,866 Reduced 75.29%	14,068 $606,000
Q1 2023 Jun 01, 2023	SELL	$42.44 - $44.52 $418,840 - $439,367	-9,869 Reduced 14.77%	56,934 $2.49 Billion
Q1 2022 May 18, 2022	BUY	$47.38 - $51.33 $259,168 - $280,775	5,470 Added 8.92%	66,803 $3.2 Million
Q1 2022 May 16, 2022	SELL	$47.38 - $51.33 $5.17 Million - $5.61 Million	-109,198 Reduced 64.03%	61,333 $3.14 Million
Q4 2021 Feb 11, 2022	BUY	$51.35 - $52.36 $3.56 Million - $3.63 Million	69,292 Added 68.44%	170,531 $8.82 Million
Q3 2021 Nov 15, 2021	SELL	$51.92 - $53.01 $3,167 - $3,233	-61 Reduced 0.06%	101,239 $5.26 Million
Q2 2021 Aug 12, 2021	BUY	$51.34 - $52.27 $2.05 Million - $2.09 Million	39,967 Added 65.16%	101,300 $5.29 Million
Q1 2021 May 13, 2021	BUY	$51.09 - $53.61 $1.21 Million - $1.27 Million	23,621 Added 62.64%	61,333 $3.14 Million
Q4 2020 Feb 08, 2021	BUY	$53.28 - $53.95 $2.01 Million - $2.03 Million	37,712 New	37,712 $2.02 Million

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

0

About WISDOMTREE YIELD ENHANCED U.S.

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