Simpli Fi, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Simpli Fi, Inc.

$216 Million
Q4 2024

A detailed history of Simpli Fi, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Simpli Fi, Inc. holds 860,814 shares of AGGY stock, worth $37.6 Million. This represents 17.12% of its overall portfolio holdings.

Number of Shares

860,814

Previous 850,131 1.26%

Holding current value

$37.6 Million

Previous $38 Million 2.8%

% of portfolio

17.12%

Previous 17.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$42.79 - $44.9 $457,125 - $479,666	10,683 Added 1.26%	860,814 $36.9 Million
Q3 2024 Oct 22, 2024	BUY	$42.76 - $45.16 $379,110 - $400,388	8,866 Added 1.05%	850,131 $38 Million
Q2 2024 Jul 25, 2024	SELL	$42.1 - $43.44 $1.75 Million - $1.81 Million	-41,592 Reduced 4.71%	841,265 $36.1 Million
Q1 2024 Apr 22, 2024	BUY	$42.98 - $43.99 $865,789 - $886,134	20,144 Added 2.33%	882,857 $38.3 Million
Q3 2023 Oct 10, 2023	BUY	$41.45 - $43.41 $531,969 - $557,123	12,834 Added 1.51%	862,713 $35.8 Million
Q2 2023 Jul 17, 2023	BUY	$42.79 - $44.17 $2.04 Million - $2.11 Million	47,742 Added 5.95%	849,879 $36.6 Million
Q1 2023 Apr 19, 2023	SELL	$42.44 - $44.52 $6.78 Million - $7.11 Million	-159,765 Reduced 16.61%	802,137 $35 Million
Q4 2022 Jan 23, 2023	BUY	$41.0 - $43.97 $39.4 Million - $42.3 Million	961,902 New	961,902 $0
Q2 2021 Jul 21, 2021	SELL	$51.34 - $52.27 $49.3 Million - $50.2 Million	-960,588 Closed	0 $0
Q1 2021 Apr 14, 2021	BUY	$51.09 - $53.61 $1.35 Million - $1.42 Million	26,507 Added 2.84%	960,588 $49.2 Million
Q4 2020 Jan 28, 2021	BUY	$53.28 - $53.95 $13.2 Million - $13.4 Million	248,450 Added 36.24%	934,081 $50.2 Million
Q3 2020 Oct 23, 2020	BUY	$53.76 - $54.71 $1.22 Million - $1.25 Million	22,780 Added 3.44%	685,631 $36.9 Million
Q2 2020 Jul 13, 2020	BUY	$51.53 - $53.82 $6.24 Million - $6.52 Million	121,054 Added 22.34%	662,851 $35.7 Million
Q1 2020 Apr 09, 2020	BUY	$47.17 - $54.55 $25.6 Million - $29.6 Million	541,797 New	541,797 $28 Million

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
Sector ETFs
Industry ETFs

More about AGGY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simpli Fi, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Simpli Fi, Inc. with notifications on news.

Account