Iht Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

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 5,937 shares of AGGY stock, worth $263,484. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,937
Previous 6,349 6.49%
Holding current value
$263,484
Previous $275,000 5.82%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$42.51 - $43.7 $17,514 - $18,004
-412 Reduced 6.49%
5,937 $259,000
Q1 2025

May 15, 2025
BUY
$42.36 - $43.8 $3,812 - $3,941
90 Added 1.44%
6,349 $275,000
Q4 2024

Feb 14, 2025
SELL
$42.79 - $44.9 $87,847 - $92,179
-2,053 Reduced 24.7%
6,259 $268,000
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

# of Institutions
179
Shares Held
16.9M
Call Options Held
13.7K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email