Prestige Wealth Management Group LLC Wisdomtree Yield Enhanced U.S. Transaction History

Prestige Wealth Management Group LLC

  • $443 Million
  • Q1 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 600,023 shares of AGGY stock, worth $26 Million. This represents 5.87% of its overall portfolio holdings.

Number of Shares
600,023
Previous 538,190 11.49%
Holding current value
$26 Million
Previous $23.7 Million 9.92%
% of portfolio
5.87%
Previous 5.63%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$42.98 - $43.99 $2.66 Million - $2.72 Million
61,833 Added 11.49%
600,023 $26 Million
Q4 2023

Apr 26, 2024
SELL
$40.67 - $44.21 $1.22 Million - $1.33 Million
-30,079 Reduced 5.29%
538,190 $23.7 Million
Q4 2023

Feb 08, 2024
SELL
$40.67 - $44.21 $1.22 Million - $1.33 Million
-30,079 Reduced 5.29%
538,190 $23.7 Million
Q3 2023

Apr 26, 2024
BUY
$41.45 - $43.41 $1.99 Million - $2.08 Million
47,963 Added 9.22%
568,269 $23.6 Million
Q3 2023

Nov 13, 2023
BUY
$41.45 - $43.41 $1.99 Million - $2.08 Million
47,963 Added 9.22%
568,269 $23.6 Million
Q2 2023

Apr 26, 2024
SELL
$42.79 - $44.17 $12,409 - $12,809
-290 Reduced 0.06%
520,306 $22.4 Million
Q2 2023

Aug 11, 2023
SELL
$42.79 - $44.17 $12,409 - $12,809
-290 Reduced 0.06%
520,306 $22.4 Million
Q1 2023

Apr 26, 2024
SELL
$42.44 - $44.52 $3.37 Million - $3.54 Million
-79,427 Reduced 13.24%
520,596 $22.7 Million
Q1 2023

May 16, 2023
BUY
$42.44 - $44.52 $1.17 Million - $1.22 Million
27,501 Added 5.58%
520,596 $22.7 Million
Q4 2022

Feb 07, 2023
SELL
$41.36 - $43.97 $233,229 - $247,946
-5,639 Reduced 1.13%
493,095 $21 Million
Q3 2022

Nov 01, 2022
BUY
N/A
5,332 Added 1.08%
498,734 $21.1 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-4,140 Reduced 0.83%
493,402 $22.1 Million
Q1 2022

May 05, 2022
SELL
N/A
-192,145 Reduced 27.86%
497,542 $23.8 Million
Q4 2021

Feb 15, 2022
BUY
N/A
29,160 Added 4.41%
689,687 $35.6 Million
Q3 2021

Nov 12, 2021
BUY
N/A
3,460 Added 0.53%
660,527 $34.3 Million
Q2 2021

Aug 12, 2021
BUY
N/A
1,152 Added 0.18%
657,067 $34.3 Million
Q1 2021

May 13, 2021
BUY
N/A
15,151 Added 2.36%
655,915 $33.6 Million
Q4 2020

Feb 17, 2021
SELL
N/A
-57,663 Reduced 8.26%
640,764 $34.4 Million
Q3 2020

Oct 26, 2020
BUY
N/A
14,041 Added 2.05%
698,427 $37.6 Million
Q2 2020

Aug 13, 2020
BUY
N/A
2,808 Added 0.41%
684,386 $36.8 Million
Q1 2020

May 15, 2020
BUY
N/A
681,578 New
681,578 $35.2 Million

Others Institutions Holding AGGY

# of Institutions
157
Shares Held
20.2M
Call Options Held
0
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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