A detailed history of Klr Investment Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Klr Investment Advisors, LLC holds 100,552 shares of AGGY stock, worth $4.35 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares
100,552
Previous 113,526 11.43%
Holding current value
$4.35 Million
Previous $5 Billion 14.67%
% of portfolio
3.08%
Previous 3.61%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$42.98 - $43.99 $557,622 - $570,726
-12,974 Reduced 11.43%
100,552 $4.26 Billion
Q4 2023

Feb 08, 2024

BUY
$40.67 - $44.21 $27,533 - $29,930
677 Added 0.6%
113,526 $5 Billion
Q3 2023

Nov 08, 2023

SELL
$41.45 - $43.41 $157,800 - $165,261
-3,807 Reduced 3.26%
112,849 $4.93 Billion
Q2 2023

Aug 08, 2023

BUY
$42.79 - $44.17 $117,929 - $121,732
2,756 Added 2.42%
116,656 $5.03 Billion
Q1 2023

May 15, 2023

BUY
$42.44 - $44.52 $238,512 - $250,202
5,620 Added 5.19%
113,900 $4.98 Billion
Q4 2022

May 15, 2023

BUY
$41.0 - $43.97 $4.44 Million - $4.76 Million
108,280 New
108,280 $4.62 Billion

Others Institutions Holding AGGY

About WISDOMTREE YIELD ENHANCED U.S.


  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
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