Insight Wealth Strategies, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$51.35 - $52.36 $246,120 - $250,961	-4,793 Closed	0 $0
Q3 2021 Oct 28, 2021	SELL	$51.92 - $53.01 $31,878 - $32,548	-614 Reduced 11.36%	4,793 $249,000
Q2 2021 Aug 12, 2021	BUY	$51.34 - $52.27 $7,341 - $7,474	143 Added 2.72%	5,407 $282,000
Q1 2021 May 12, 2021	SELL	$51.09 - $53.61 $291,110 - $305,469	-5,698 Reduced 51.98%	5,264 $270,000
Q4 2020 Feb 05, 2021	SELL	$53.28 - $53.95 $11,028 - $11,167	-207 Reduced 1.85%	10,962 $589,000
Q3 2020 Oct 29, 2020	BUY	$53.76 - $54.71 $3,171 - $3,227	59 Added 0.53%	11,169 $601,000
Q2 2020 Jul 31, 2020	BUY	$51.53 - $53.82 $6,595 - $6,888	128 Added 1.17%	11,110 $598,000
Q1 2020 Apr 21, 2020	SELL	$47.17 - $54.55 $38,915 - $45,003	-825 Reduced 6.99%	10,982 $567,000
Q4 2019 Feb 21, 2020	BUY	$51.78 - $52.68 $18,278 - $18,596	353 Added 3.08%	11,807 $617,000
Q3 2019 Nov 06, 2019	BUY	$51.74 - $52.41 $48,221 - $48,846	932 Added 8.86%	11,454 $599,000
Q2 2019 Aug 06, 2019	SELL	N/A	-1,054 Reduced 9.11%	10,522 $539,000
Q1 2019 Apr 24, 2019	SELL	N/A	-473 Reduced 3.93%	11,576 $577,000
Q4 2018 Feb 12, 2019	BUY	N/A	12,049 New	12,049 $581,000

Others Institutions Holding AGGY

# of Institutions

175

Shares Held

20.6M

Call Options Held

2.4K

Put Options Held

0

About WISDOMTREE YIELD ENHANCED U.S.

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