New Edge Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

New Edge Advisors, LLC

$16 Billion
Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, New Edge Advisors, LLC holds 10,198 shares of AGGY stock, worth $442,797. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,198

Previous 5,861 74.0%

Holding current value

$442,797

Previous $262,000 66.79%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$42.79 - $44.9 $185,580 - $194,731	4,337 Added 74.0%	10,198 $437,000
Q3 2024 Nov 14, 2024	SELL	$42.76 - $45.16 $1.5 Million - $1.59 Million	-35,157 Reduced 85.71%	5,861 $262,000
Q2 2024 Aug 15, 2024	BUY	$42.1 - $43.44 $1.73 Million - $1.78 Million	41,018 New	41,018 $1.76 Million
Q3 2021 Oct 29, 2021	SELL	$51.92 - $53.01 $1.25 Million - $1.28 Million	-24,122 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$51.34 - $52.27 $37,016 - $37,686	721 Added 3.08%	24,122 $1.26 Million
Q1 2021 Apr 26, 2021	BUY	$51.09 - $53.61 $238,028 - $249,768	4,659 Added 24.86%	23,401 $1.2 Million
Q4 2020 Jan 27, 2021	BUY	$53.28 - $53.95 $998,573 - $1.01 Million	18,742 New	18,742 $1.01 Million
Q2 2020 Jul 29, 2020	SELL	$51.53 - $53.82 $333,244 - $348,053	-6,467 Closed	0 $0
Q1 2020 May 04, 2020	BUY	$47.17 - $54.55 $305,048 - $352,774	6,467 New	6,467 $334,000

Others Institutions Holding AGGY

# of Institutions

174

Shares Held

20.6M

Call Options Held

900

Put Options Held

9.3K

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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New Edge Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History