Institute For Wealth Management, Llc. Wisdomtree Yield Enhanced U.S. Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 13,437 shares of AGGY stock, worth $599,827. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,437
Previous 13,351 0.64%
Holding current value
$599,827
Previous $582,000 2.06%
% of portfolio
0.06%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$43.1 - $44.6 $3,706 - $3,835
86 Added 0.64%
13,437 $594,000
Q2 2025

Jul 18, 2025
BUY
$42.51 - $43.7 $6,333 - $6,511
149 Added 1.13%
13,351 $582,000
Q1 2025

Apr 21, 2025
BUY
$42.36 - $43.8 $7,158 - $7,402
169 Added 1.3%
13,202 $573,000
Q4 2024

Jan 23, 2025
BUY
$42.79 - $44.9 $61,018 - $64,027
1,426 Added 12.29%
13,033 $559,000
Q3 2024

Nov 12, 2024
SELL
$42.76 - $45.16 $29,760 - $31,431
-696 Reduced 5.66%
11,607 $518,000
Q2 2024

Jul 25, 2024
SELL
$42.1 - $43.44 $22,691 - $23,414
-539 Reduced 4.2%
12,303 $528,000
Q1 2024

Apr 30, 2024
SELL
$42.98 - $43.99 $7,521 - $7,698
-175 Reduced 1.34%
12,842 $557,000
Q4 2023

Jan 31, 2024
SELL
$40.67 - $44.21 $11,184 - $12,157
-275 Reduced 2.07%
13,017 $573,000
Q3 2023

Oct 13, 2023
SELL
$41.45 - $43.41 $312,906 - $327,702
-7,549 Reduced 36.22%
13,292 $551,000
Q2 2023

Jul 25, 2023
BUY
$42.79 - $44.17 $63,029 - $65,062
1,473 Added 7.61%
20,841 $898,000
Q1 2023

Apr 20, 2023
BUY
$42.44 - $44.52 $70,238 - $73,680
1,655 Added 9.34%
19,368 $846,000
Q4 2022

Feb 02, 2023
BUY
$41.0 - $43.97 $461,373 - $494,794
11,253 Added 174.2%
17,713 $755,000
Q3 2022

Oct 18, 2022
BUY
$41.91 - $46.15 $6,496 - $7,153
155 Added 2.46%
6,460 $273,000
Q2 2022

Jul 25, 2022
BUY
$43.6 - $47.89 $6,976 - $7,662
160 Added 2.6%
6,305 $282,000
Q1 2022

Apr 29, 2022
BUY
$47.38 - $51.33 $291,150 - $315,422
6,145 New
6,145 $294,000
Q1 2020

Apr 29, 2020
SELL
$47.17 - $54.55 $87,264 - $100,917
-1,850 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$51.78 - $52.68 $95,793 - $97,458
1,850 New
1,850 $97,000

Others Institutions Holding AGGY

# of Institutions
178
Shares Held
16.5M
Call Options Held
13.7K
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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