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

Golden State Equity Partners

  • $569 Million
  • Q3 2025

A detailed history of Golden State Equity Partners transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Golden State Equity Partners holds 70,910 shares of AGGY stock, worth $3.17 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
70,910
Previous 62,912 12.71%
Holding current value
$3.17 Million
Previous $2.74 Million 14.4%
% of portfolio
0.55%
Previous 0.53%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$43.1 - $44.6 $344,713 - $356,710
7,998 Added 12.71%
70,910 $3.14 Million
Q2 2025

Jul 14, 2025
SELL
$42.51 - $43.7 $156,309 - $160,684
-3,677 Reduced 5.52%
62,912 $2.74 Million
Q1 2025

Apr 23, 2025
SELL
$42.36 - $43.8 $270,807 - $280,013
-6,393 Reduced 8.76%
66,589 $2.89 Million
Q4 2024

Jan 24, 2025
BUY
$42.79 - $44.9 $3.12 Million - $3.28 Million
72,982 New
72,982 $3.13 Million
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
178
Shares Held
16.5M
Call Options Held
13.7K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
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