International Assets Investment Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$42.1 - $43.44 $14,229 - $14,682	338 New	338 $14.5 Million
Q4 2023 Jan 24, 2024	BUY	$40.67 - $44.21 $769,842 - $836,851	18,929 New	18,929 $430,000
Q4 2022 Jan 24, 2023	BUY	$41.0 - $43.97 $38,007 - $40,760	927 New	927 $0

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

Bank Of America Corp Charlotte, NC

4.08M
Shares

$175 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.16M
Shares

$49.9 Million
0.02% of portfolio
Cwm, LLC

1.13M
Shares

$48.6 Million
0.22% of portfolio
Envestnet Asset Management Inc

1.09M
Shares

$46.5 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

991K
Shares

$42.5 Million
0.1% of portfolio

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About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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