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

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

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

174

Shares Held

20.6M

Call Options Held

900

Put Options Held

9.3K

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