A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 8,312 shares of AGGY stock, worth $357,831. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,312
Previous 5,054 64.46%
Holding current value
$357,831
Previous $217,000 70.97%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$42.76 - $45.16 $139,312 - $147,131
3,258 Added 64.46%
8,312 $371,000
Q2 2024

Aug 14, 2024

SELL
$42.1 - $43.44 $74,895 - $77,279
-1,779 Reduced 26.04%
5,054 $217,000
Q1 2024

May 15, 2024

BUY
$42.98 - $43.99 $10,272 - $10,513
239 Added 3.62%
6,833 $296,000
Q4 2023

Feb 14, 2024

SELL
$40.67 - $44.21 $38,839 - $42,220
-955 Reduced 12.65%
6,594 $290,000
Q3 2023

Nov 14, 2023

SELL
$41.45 - $43.41 $161,945 - $169,602
-3,907 Reduced 34.1%
7,549 $313,000
Q2 2023

Aug 14, 2023

BUY
$42.79 - $44.17 $154,129 - $159,100
3,602 Added 45.86%
11,456 $493,000
Q1 2023

May 15, 2023

SELL
$42.44 - $44.52 $66,970 - $70,252
-1,578 Reduced 16.73%
7,854 $343,000
Q4 2022

Feb 14, 2023

SELL
$41.0 - $43.97 $24,846 - $26,645
-606 Reduced 6.04%
9,432 $402,000
Q3 2022

Nov 22, 2022

BUY
$41.91 - $46.15 $12,950 - $14,260
309 Added 3.18%
10,038 $424,000
Q2 2022

Aug 15, 2022

SELL
$43.6 - $47.89 $207,492 - $227,908
-4,759 Reduced 32.85%
9,729 $435,000
Q1 2022

May 16, 2022

BUY
$47.38 - $51.33 $15,872 - $17,195
335 Added 2.37%
14,488 $693,000
Q4 2021

Feb 14, 2022

SELL
$51.35 - $52.36 $70,092 - $71,471
-1,365 Reduced 8.8%
14,153 $731,000
Q3 2021

Nov 15, 2021

SELL
$51.92 - $53.01 $21,235 - $21,681
-409 Reduced 2.57%
15,518 $806,000
Q2 2021

Aug 16, 2021

BUY
$51.34 - $52.27 $8,009 - $8,154
156 Added 0.99%
15,927 $831,000
Q1 2021

May 18, 2021

SELL
$51.09 - $53.61 $106,931 - $112,205
-2,093 Reduced 11.72%
15,771 $807,000
Q4 2020

Feb 17, 2021

BUY
$53.28 - $53.95 $281,744 - $285,287
5,288 Added 42.05%
17,864 $959,000
Q3 2020

Nov 19, 2020

BUY
$53.76 - $54.71 $69,834 - $71,068
1,299 Added 11.52%
12,576 $677,000
Q2 2020

Aug 14, 2020

BUY
$51.53 - $53.82 $581,103 - $606,928
11,277 New
11,277 $607,000
Q2 2018

Aug 13, 2018

SELL
N/A
-1,770 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
N/A
1,770
1,770 $89,000

Others Institutions Holding AGGY

About WISDOMTREE YIELD ENHANCED U.S.


  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
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