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

Horizon Financial Services, LLC

$179 Million
Q1 2025

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

188

Shares Held

19M

Call Options Held

12.1K

Put Options Held

0

About WISDOMTREE YIELD ENHANCED U.S.

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