Sequoia Financial Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 4,527 shares of AGGY stock, worth $196,698. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,527

Previous 5,308 14.71%

Holding current value

$196,698

Previous $228,000 11.4%

% of portfolio

0.0%

Previous 0.0%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$42.76 - $45.16 $33,395 - $35,269	-781 Reduced 14.71%	4,527 $202,000
Q2 2024 Jul 15, 2024	SELL	$42.1 - $43.44 $6.64 Million - $6.86 Million	-157,831 Reduced 96.75%	5,308 $228,000
Q1 2024 Apr 30, 2024	SELL	$42.98 - $43.99 $382,006 - $390,983	-8,888 Reduced 5.17%	163,139 $7.08 Million
Q4 2023 Jan 25, 2024	SELL	$40.67 - $44.21 $62,184 - $67,597	-1,529 Reduced 0.88%	172,027 $7.57 Million
Q3 2023 Nov 08, 2023	SELL	$41.45 - $43.41 $316,097 - $331,044	-7,626 Reduced 4.21%	173,556 $7.2 Million
Q2 2023 Aug 08, 2023	SELL	$42.79 - $44.17 $722,551 - $745,854	-16,886 Reduced 8.53%	181,182 $7.81 Million
Q1 2023 Apr 24, 2023	SELL	$42.44 - $44.52 $416,209 - $436,607	-9,807 Reduced 4.72%	198,068 $8.65 Million
Q4 2022 Feb 10, 2023	SELL	$41.0 - $43.97 $16,810 - $18,027	-410 Reduced 0.2%	207,875 $8.87 Million
Q4 2022 Jan 17, 2023	SELL	$41.0 - $43.97 $675,270 - $724,185	-16,470 Reduced 7.33%	208,285 $0
Q3 2022 Oct 26, 2022	SELL	$41.91 - $46.15 $1.2 Million - $1.32 Million	-28,691 Reduced 11.32%	224,755 $9.49 Million
Q2 2022 Jul 22, 2022	SELL	$43.6 - $47.89 $861,492 - $946,258	-19,759 Reduced 7.23%	253,446 $11.3 Million
Q1 2022 May 13, 2022	SELL	$47.38 - $51.33 $464,134 - $502,828	-9,796 Reduced 3.46%	273,205 $13.1 Million
Q4 2021 Feb 11, 2022	BUY	$51.35 - $52.36 $10.2 Million - $10.4 Million	199,298 Added 238.1%	283,001 $14.6 Million
Q3 2021 Oct 26, 2021	SELL	$51.92 - $53.01 $10.6 Million - $10.8 Million	-204,351 Reduced 70.94%	83,703 $4.35 Million
Q2 2021 Jul 27, 2021	BUY	$51.34 - $52.27 $478,540 - $487,208	9,321 Added 3.34%	288,054 $15 Million
Q1 2021 May 14, 2021	BUY	$51.09 - $53.61 $678,424 - $711,887	13,279 Added 5.0%	278,733 $14.3 Million
Q4 2020 Feb 12, 2021	BUY	$53.28 - $53.95 $68,518 - $69,379	1,286 Added 0.49%	265,454 $14.3 Million
Q3 2020 Oct 23, 2020	BUY	$53.76 - $54.71 $187,353 - $190,664	3,485 Added 1.34%	264,168 $14.2 Million
Q2 2020 Aug 11, 2020	BUY	$51.53 - $53.82 $791,294 - $826,459	15,356 Added 6.26%	260,683 $14 Million
Q1 2020 May 11, 2020	SELL	$47.17 - $54.55 $811,040 - $937,932	-17,194 Reduced 6.55%	245,327 $12.7 Million
Q4 2019 Feb 13, 2020	BUY	$51.78 - $52.68 $1.49 Million - $1.52 Million	28,761 Added 12.3%	262,521 $13.7 Million
Q3 2019 Oct 22, 2019	BUY	$51.74 - $52.41 $1.4 Million - $1.42 Million	27,048 Added 13.08%	233,760 $12.2 Million
Q2 2019 Jul 31, 2019	BUY	N/A	48,468 Added 30.63%	206,712 $10.6 Million
Q1 2019 May 13, 2019	BUY	N/A	62,600 Added 65.45%	158,244 $7.89 Million
Q4 2018 Feb 14, 2019	BUY	N/A	11,157 Added 13.21%	95,644 $4.61 Million
Q3 2018 Nov 14, 2018	BUY	N/A	21,892 Added 34.97%	84,487 $4.09 Million
Q2 2018 Aug 14, 2018	BUY	N/A	4,004 Added 6.83%	62,595 $3.03 Million
Q1 2018 May 14, 2018	BUY	N/A	21,524 Added 58.07%	58,591 $2.89 Million
Q4 2017 Feb 13, 2018	BUY	N/A	1,997 Added 5.69%	37,067 $1.88 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-1,104 Reduced 3.05%	35,070 $1.78 Million
Q2 2017 Aug 09, 2017	BUY	N/A	36,174	36,174 $1.83 Million

Others Institutions Holding AGGY

# of Institutions

163

Shares Held

20.3M

Call Options Held

2.4K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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Sequoia Financial Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History