Smi Advisory Services, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Smi Advisory Services, LLC

  • $333 Million
  • Q1 2024

A detailed history of Smi Advisory Services, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Smi Advisory Services, LLC holds 11,899 shares of AGGY stock, worth $510,467. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,899
Previous 6,233 90.9%
Holding current value
$510,467
Previous $274,000 88.32%
% of portfolio
0.15%
Previous 0.07%

Shares

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

Apr 15, 2024
BUY
$42.98 - $43.99 $243,524 - $249,247
5,666 Added 90.9%
11,899 $516,000
Q4 2023

Jan 12, 2024
BUY
$40.67 - $44.21 $253,496 - $275,560
6,233 New
6,233 $274,000

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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