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 $6.89 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
158,962
Previous 134,101 18.54%
Holding current value
$6.89 Million
Previous $5.76 Million 23.39%
% of portfolio
1.91%
Previous 1.64%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
163
Shares Held
20.3M
Call Options Held
2.4K
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 Insight Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email