Meridian Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	SELL	$40.67 - $44.21 $25,581 - $27,808	-629 Reduced 5.9%	10,030 $441,000
Q3 2023 Oct 17, 2023	SELL	$41.45 - $43.41 $170,774 - $178,849	-4,120 Reduced 27.88%	10,659 $442,000
Q2 2023 Aug 02, 2023	SELL	$42.79 - $44.17 $171,630 - $177,165	-4,011 Reduced 21.35%	14,779 $636,000
Q1 2023 May 12, 2023	SELL	$42.44 - $44.52 $37,814 - $39,667	-891 Reduced 4.53%	18,790 $820,000
Q4 2022 Feb 13, 2023	SELL	$41.0 - $43.97 $93,070 - $99,811	-2,270 Reduced 10.34%	19,681 $839,000
Q3 2022 Nov 14, 2022	SELL	$41.91 - $46.15 $3.28 Million - $3.61 Million	-78,200 Reduced 78.08%	21,951 $927,000
Q2 2022 Aug 05, 2022	BUY	$43.6 - $47.89 $4.37 Million - $4.8 Million	100,151 New	100,151 $4.48 Million
Q3 2020 Oct 09, 2020	SELL	$53.76 - $54.71 $218,856 - $222,724	-4,071 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	$47.17 - $54.55 $192,029 - $222,073	4,071 New	4,071 $210,000

Others Institutions Holding AGGY

# of Institutions

167

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

0

About WISDOMTREE YIELD ENHANCED U.S.

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