My Legacy Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

My Legacy Advisors, LLC

$269 Million
Q2 2025

A detailed history of My Legacy Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, My Legacy Advisors, LLC holds 18,948 shares of AGGY stock, worth $823,480. This represents 0.31% of its overall portfolio holdings.

Number of Shares

18,948

Previous 20,689 8.42%

Holding current value

$823,480

Previous $896,000 7.81%

% of portfolio

0.31%

Previous 0.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$42.51 - $43.7 $74,009 - $76,081	-1,741 Reduced 8.42%	18,948 $826,000
Q1 2025 Apr 15, 2025	SELL	$42.36 - $43.8 $3,981 - $4,117	-94 Reduced 0.45%	20,689 $896,000
Q4 2024 Jan 16, 2025	SELL	$42.79 - $44.9 $19,255 - $20,205	-450 Reduced 2.12%	20,783 $892,000
Q3 2024 Oct 21, 2024	SELL	$42.76 - $45.16 $1.41 Million - $1.49 Million	-33,073 Reduced 60.9%	21,233 $949,000
Q2 2024 Jul 24, 2024	SELL	$42.1 - $43.44 $829,370 - $855,768	-19,700 Reduced 26.62%	54,306 $2.33 Million
Q1 2024 Jul 25, 2024	BUY	$42.98 - $43.99 $519,843 - $532,059	12,095 Added 22.27%	66,401 $2.88 Million
Q4 2023 Jan 12, 2024	BUY	$40.67 - $44.21 $64,014 - $69,586	1,574 Added 2.17%	74,006 $3.26 Million
Q3 2023 Oct 20, 2023	BUY	$41.45 - $43.41 $232,285 - $243,269	5,604 Added 8.39%	72,432 $3.01 Million
Q2 2023 Jul 14, 2023	BUY	$42.79 - $44.17 $256,526 - $264,799	5,995 Added 9.85%	66,828 $2.88 Million
Q1 2023 Apr 11, 2023	BUY	$42.44 - $44.52 $186,651 - $195,798	4,398 Added 7.79%	60,833 $2.66 Million
Q4 2022 Feb 07, 2023	SELL	$41.0 - $43.97 $92,619 - $99,328	-2,259 Reduced 3.85%	56,435 $2.41 Million
Q3 2022 Oct 17, 2022	BUY	$41.91 - $46.15 $233,312 - $256,917	5,567 Added 10.48%	58,694 $2.44 Million
Q2 2022 Jul 12, 2022	BUY	$43.6 - $47.89 $1.49 Million - $1.64 Million	34,181 Added 180.41%	53,127 $2.39 Million
Q1 2022 Apr 07, 2022	BUY	$47.38 - $51.33 $897,661 - $972,498	18,946 New	18,946 $907,000

Others Institutions Holding AGGY

# of Institutions

180

Shares Held

18.1M

Call Options Held

12.1K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
Sector ETFs
Industry ETFs

More about AGGY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of My Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Legacy Advisors, LLC with notifications on news.

Account

My Legacy Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History