Meridian Financial, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Meridian Financial, LLC

  • $178 Billion
  • Q3 2025

A detailed history of Meridian Financial, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Meridian Financial, LLC holds 5,774 shares of AGGY stock, worth $257,751. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,774
Previous 6,018 4.05%
Holding current value
$257,751
Previous $263 Million 2.65%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Oct 20, 2025
SELL
$43.1 - $44.6 $10,516 - $10,882
-244 Reduced 4.05%
5,774 $256 Million
Q2 2025

Jul 15, 2025
BUY
$42.51 - $43.7 $2,848 - $2,927
67 Added 1.13%
6,018 $263 Million
Q1 2025

Apr 25, 2025
SELL
$42.36 - $43.8 $57,779 - $59,743
-1,364 Reduced 18.65%
5,951 $258 Million
Q4 2024

Jan 15, 2025
BUY
$42.79 - $44.9 $7,145 - $7,498
167 Added 2.34%
7,315 $314 Million
Q3 2024

Oct 15, 2024
BUY
$42.76 - $45.16 $2,522 - $2,664
59 Added 0.83%
7,148 $320 Million
Q2 2024

Aug 13, 2024
BUY
$42.1 - $43.44 $6,651 - $6,863
158 Added 2.28%
7,089 $305 Million
Q1 2024

Aug 13, 2024
SELL
$42.98 - $43.99 $6,189 - $6,334
-144 Reduced 2.04%
6,931 $301 Million
Q4 2023

Aug 13, 2024
BUY
$40.67 - $44.21 $5,653 - $6,145
139 Added 2.0%
7,075 $311 Million
Q3 2023

Aug 13, 2024
BUY
$41.45 - $43.41 $2,528 - $2,648
61 Added 0.89%
6,936 $288 Million
Q2 2023

Aug 13, 2024
BUY
$42.79 - $44.17 $6,889 - $7,111
161 Added 2.4%
6,875 $296 Million
Q1 2023

Aug 13, 2024
BUY
$42.44 - $44.52 $19,267 - $20,212
454 Added 7.25%
6,714 $293 Million
Q4 2022

Aug 13, 2024
SELL
$41.0 - $43.97 $10,496 - $11,256
-256 Reduced 3.93%
6,260 $267 Million
Q3 2022

Aug 13, 2024
BUY
$41.91 - $46.15 $24,307 - $26,767
580 Added 9.77%
6,516 $275 Million
Q2 2022

Aug 13, 2024
BUY
$43.6 - $47.89 $5,101 - $5,603
117 Added 2.01%
5,936 $265 Million
Q1 2022

Aug 13, 2024
SELL
$47.38 - $51.33 $51,596 - $55,898
-1,089 Reduced 15.76%
5,819 $278 Million
Q4 2021

Aug 13, 2024
BUY
$51.35 - $52.36 $354,725 - $361,702
6,908 New
6,908 $357 Million

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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