Lloyd Advisory Services, Llc. Wisdomtree Yield Enhanced U.S. Transaction History

Lloyd Advisory Services, Llc.

$117 Million
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$43.6 - $47.89 $85,325 - $93,720	-1,957 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$47.38 - $51.33 $6,822 - $7,391	-144 Reduced 6.85%	1,957 $94,000
Q4 2021 Jan 26, 2022	BUY	$51.35 - $52.36 $12,734 - $12,985	248 Added 13.38%	2,101 $109,000
Q3 2021 Oct 21, 2021	BUY	$51.92 - $53.01 $50,829 - $51,896	979 Added 112.01%	1,853 $96,000
Q2 2021 Aug 09, 2021	BUY	$51.34 - $52.27 $5,031 - $5,122	98 Added 12.63%	874 $46,000
Q1 2021 May 04, 2021	SELL	$51.09 - $53.61 $17,319 - $18,173	-339 Reduced 30.4%	776 $40,000
Q4 2020 Feb 04, 2021	BUY	$53.28 - $53.95 $11,988 - $12,138	225 Added 25.28%	1,115 $60,000
Q3 2020 Oct 28, 2020	BUY	$53.76 - $54.71 $6,289 - $6,401	117 Added 15.14%	890 $48,000
Q2 2020 Aug 07, 2020	BUY	$51.53 - $53.82 $927 - $968	18 Added 2.38%	773 $42,000
Q1 2020 Jun 03, 2020	BUY	$47.17 - $54.55 $13,160 - $15,219	279 Added 58.61%	755 $39,000
Q4 2019 Feb 12, 2020	BUY	$51.78 - $52.68 $24,647 - $25,075	476 New	476 $25,000

Others Institutions Holding AGGY

# of Institutions

169

Shares Held

20.6M

Call Options Held

2.4K

Put Options Held

0

About WISDOMTREE YIELD ENHANCED U.S.

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