Independent Wealth Network Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Independent Wealth Network Inc.

  • $257 Million
  • Q2 2025

A detailed history of Independent Wealth Network Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Independent Wealth Network Inc. holds 30,973 shares of AGGY stock, worth $1.35 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
30,973
Previous 30,697 0.9%
Holding current value
$1.35 Million
Previous $1.33 Million 1.35%
% of portfolio
0.53%
Previous 0.56%

Shares

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

Jul 16, 2025
BUY
$42.51 - $43.7 $11,732 - $12,061
276 Added 0.9%
30,973 $1.35 Million
Q1 2025

May 02, 2025
BUY
$42.36 - $43.8 $45,240 - $46,778
1,068 Added 3.6%
30,697 $1.33 Million
Q4 2024

Jan 17, 2025
BUY
$42.79 - $44.9 $109,242 - $114,629
2,553 Added 9.43%
29,629 $1.27 Million
Q3 2024

Oct 15, 2024
BUY
$42.76 - $45.16 $93,174 - $98,403
2,179 Added 8.75%
27,076 $1.21 Million
Q2 2024

Jul 18, 2024
SELL
$42.1 - $43.44 $63,781 - $65,811
-1,515 Reduced 5.74%
24,897 $1.07 Million
Q1 2024

May 20, 2024
BUY
$42.98 - $43.99 $280,788 - $287,386
6,533 Added 32.86%
26,412 $1.15 Million
Q1 2024

Apr 11, 2024
SELL
$42.98 - $43.99 $270,774 - $277,137
-6,300 Reduced 24.07%
19,879 $862,000
Q4 2023

Jan 12, 2024
BUY
$40.67 - $44.21 $90,653 - $98,544
2,229 Added 9.31%
26,179 $1.15 Million
Q3 2023

Oct 11, 2023
BUY
$41.45 - $43.41 $178,649 - $187,097
4,310 Added 21.95%
23,950 $994,000
Q2 2023

Jul 12, 2023
BUY
$42.79 - $44.17 $47,197 - $48,719
1,103 Added 5.95%
19,640 $846,000
Q1 2023

Apr 18, 2023
SELL
$42.44 - $44.52 $4,286 - $4,496
-101 Reduced 0.54%
18,537 $809,000
Q4 2022

Jan 25, 2023
BUY
$41.0 - $43.97 $50,922 - $54,610
1,242 Added 7.14%
18,638 $0
Q3 2022

Oct 17, 2022
BUY
$41.91 - $46.15 $62,487 - $68,809
1,491 Added 9.37%
17,396 $734,000
Q2 2022

Jul 26, 2022
BUY
$43.6 - $47.89 $17,876 - $19,634
410 Added 2.65%
15,905 $711,000
Q1 2022

Apr 20, 2022
BUY
$47.38 - $51.33 $42,973 - $46,556
907 Added 6.22%
15,495 $741,000
Q4 2021

Feb 10, 2022
BUY
$51.35 - $52.36 $33,480 - $34,138
652 Added 4.68%
14,588 $754,000
Q3 2021

Nov 04, 2021
BUY
$51.92 - $53.01 $723,557 - $738,747
13,936 New
13,936 $723,000

Others Institutions Holding AGGY

# of Institutions
182
Shares Held
18.3M
Call Options Held
12.1K
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
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