Merit Financial Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Merit Financial Group, LLC

$4.59 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$42.1 - $43.44 $378 - $390	9 Added 0.16%	5,798 $249,000
Q1 2024 May 06, 2024	SELL	$42.98 - $43.99 $68,639 - $70,252	-1,597 Reduced 21.62%	5,789 $251,000
Q4 2023 Feb 06, 2024	SELL	$40.67 - $44.21 $1,748 - $1,901	-43 Reduced 0.58%	7,386 $325,000
Q3 2023 Nov 07, 2023	SELL	$41.45 - $43.41 $307,434 - $321,971	-7,417 Reduced 49.96%	7,429 $308,000
Q2 2023 Aug 01, 2023	SELL	$42.79 - $44.17 $472,572 - $487,813	-11,044 Reduced 42.66%	14,846 $639,000
Q1 2023 Apr 24, 2023	SELL	$42.44 - $44.52 $15,745 - $16,516	-371 Reduced 1.41%	25,890 $1.13 Million
Q4 2022 Jan 13, 2023	BUY	$41.0 - $43.97 $1.08 Million - $1.15 Million	26,261 New	26,261 $0
Q4 2020 Feb 12, 2021	SELL	$53.28 - $53.95 $1.02 Million - $1.04 Million	-19,214 Closed	0 $0
Q3 2020 Nov 10, 2020	SELL	$53.76 - $54.71 $809,518 - $823,823	-15,058 Reduced 43.94%	19,214 $1.03 Million
Q2 2020 Aug 13, 2020	BUY	$51.53 - $53.82 $1.77 Million - $1.84 Million	34,272 New	34,272 $1.85 Million
Q4 2019 Jan 16, 2020	SELL	$51.78 - $52.68 $3.53 Million - $3.6 Million	-68,250 Closed	0 $0
Q3 2019 Nov 25, 2019	BUY	$51.74 - $52.41 $3.53 Million - $3.58 Million	68,250 New	68,250 $3.57 Million

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

0

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