Inspirion Wealth Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Inspirion Wealth Advisors, LLC

$711 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 18, 2023	SELL	$41.0 - $43.97 $46,904 - $50,301	-1,144 Reduced 18.26%	5,120 $0
Q3 2022 Oct 18, 2022	SELL	$41.91 - $46.15 $79,503 - $87,546	-1,897 Reduced 23.24%	6,264 $264,000
Q2 2022 Jul 27, 2022	SELL	$43.6 - $47.89 $102,503 - $112,589	-2,351 Reduced 22.36%	8,161 $365,000
Q1 2022 Apr 14, 2022	SELL	$47.38 - $51.33 $2.13 Million - $2.31 Million	-44,931 Reduced 81.04%	10,512 $503,000
Q4 2021 Jan 21, 2022	BUY	$51.35 - $52.36 $2,721 - $2,775	53 Added 0.1%	55,443 $2.87 Million
Q3 2021 Oct 08, 2021	BUY	$51.92 - $53.01 $249,371 - $254,607	4,803 Added 9.49%	55,390 $2.88 Million
Q2 2021 Jul 16, 2021	BUY	$51.34 - $52.27 $127,374 - $129,681	2,481 Added 5.16%	50,587 $2.64 Million
Q1 2021 Apr 15, 2021	BUY	$51.09 - $53.61 $375,818 - $394,355	7,356 Added 18.05%	48,106 $2.46 Million
Q4 2020 Jan 22, 2021	BUY	$53.28 - $53.95 $101,391 - $102,666	1,903 Added 4.9%	40,750 $2.19 Million
Q3 2020 Oct 14, 2020	BUY	$53.76 - $54.71 $1.04 Million - $1.06 Million	19,420 Added 99.96%	38,847 $2.09 Million
Q2 2020 Jul 09, 2020	BUY	$51.53 - $53.82 $44,934 - $46,931	872 Added 4.7%	19,427 $1.05 Million
Q1 2020 Apr 23, 2020	BUY	$47.17 - $54.55 $550,143 - $636,216	11,663 Added 169.23%	18,555 $958,000
Q4 2019 Jan 14, 2020	BUY	$51.78 - $52.68 $26,873 - $27,340	519 Added 8.14%	6,892 $360,000
Q3 2019 Oct 22, 2019	BUY	$51.74 - $52.41 $329,739 - $334,008	6,373 New	6,373 $333,000

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

0

About WISDOMTREE YIELD ENHANCED U.S.

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