Insight Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Insight Advisors, LLC

$372 Million
Q3 2024

A detailed history of Insight Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Insight Advisors, LLC holds 158,962 shares of AGGY stock, worth $6.88 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

158,962

Previous 134,101 18.54%

Holding current value

$6.88 Million

Previous $5.76 Million 23.39%

% of portfolio

1.91%

Previous 1.64%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$42.76 - $45.16 $1.06 Million - $1.12 Million	24,861 Added 18.54%	158,962 $7.11 Million
Q2 2024 Jul 15, 2024	BUY	$42.1 - $43.44 $2.08 Million - $2.15 Million	49,407 Added 58.34%	134,101 $5.76 Million
Q1 2024 May 06, 2024	BUY	$42.98 - $43.99 $2.66 Million - $2.72 Million	61,806 Added 270.04%	84,694 $3.68 Million
Q4 2023 Jan 23, 2024	BUY	$40.67 - $44.21 $3,578 - $3,890	88 Added 0.39%	22,888 $1.01 Million
Q3 2023 Nov 07, 2023	BUY	$41.45 - $43.41 $1,450 - $1,519	35 Added 0.15%	22,800 $946,000
Q2 2023 Aug 07, 2023	SELL	$42.79 - $44.17 $3,979 - $4,107	-93 Reduced 0.41%	22,765 $980,000
Q1 2023 May 03, 2023	BUY	$42.44 - $44.52 $104,614 - $109,741	2,465 Added 12.09%	22,858 $998,000
Q4 2022 Feb 21, 2023	BUY	$41.0 - $43.97 $8,528 - $9,145	208 Added 1.03%	20,393 $869,000
Q3 2022 Dec 12, 2022	SELL	$41.91 - $46.15 $63,828 - $70,286	-1,523 Reduced 7.02%	20,185 $852,000
Q2 2022 Aug 11, 2022	SELL	$43.6 - $47.89 $480,951 - $528,274	-11,031 Reduced 33.69%	21,708 $998,000
Q1 2022 May 13, 2022	SELL	$47.38 - $51.33 $521,132 - $564,578	-10,999 Reduced 25.15%	32,739 $1.57 Million
Q4 2021 Feb 09, 2022	SELL	$51.35 - $52.36 $47,960 - $48,904	-934 Reduced 2.09%	43,738 $2.26 Million
Q3 2021 Nov 12, 2021	BUY	$51.92 - $53.01 $153,890 - $157,121	2,964 Added 7.11%	44,672 $2.33 Million
Q2 2021 Aug 12, 2021	BUY	$51.34 - $52.27 $222,096 - $226,120	4,326 Added 11.57%	41,708 $2.21 Million
Q1 2021 May 17, 2021	BUY	$51.09 - $53.61 $185,609 - $194,765	3,633 Added 10.76%	37,382 $1.93 Million
Q4 2020 Feb 12, 2021	BUY	$53.28 - $53.95 $1.8 Million - $1.82 Million	33,749 New	33,749 $1.81 Million

Others Institutions Holding AGGY

# of Institutions

155

Shares Held

19.5M

Call Options Held

Put Options Held

View Full List

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 Insight Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Advisors, LLC with notifications on news.

Account

Insight Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History