Horizon Financial Services, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Horizon Financial Services, LLC

$163 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	SELL	$47.38 - $51.33 $12,555 - $13,602	-265 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	$51.35 - $52.36 $589,241 - $600,831	-11,475 Reduced 97.74%	265 $0
Q3 2021 Oct 22, 2021	SELL	$51.92 - $53.01 $3.8 Million - $3.88 Million	-73,184 Reduced 86.18%	11,740 $610,000
Q2 2021 Jul 22, 2021	SELL	$51.34 - $52.27 $8.28 Million - $8.43 Million	-161,343 Reduced 65.52%	84,924 $4.43 Million
Q1 2021 Apr 21, 2021	BUY	$51.09 - $53.61 $1.14 Million - $1.19 Million	22,288 Added 9.95%	246,267 $12.6 Million
Q4 2020 Jan 19, 2021	BUY	$53.28 - $53.95 $878,214 - $889,257	16,483 Added 7.94%	223,979 $12 Million
Q3 2020 Nov 13, 2020	BUY	$53.76 - $54.71 $11.2 Million - $11.4 Million	207,496 New	207,496 $11.2 Million

Others Institutions Holding AGGY

# of Institutions

163

Shares Held

20.3M

Call Options Held

2.4K

Put Options Held

0

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 Horizon Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Financial Services, LLC with notifications on news.