Sovran Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Sovran Advisors, LLC

  • $954 Billion
  • Q2 2025

A detailed history of Sovran Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Sovran Advisors, LLC holds 6,881 shares of AGGY stock, worth $299,392. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,881
Previous 17,215 60.03%
Holding current value
$299,392
Previous $739 Million 59.75%
% of portfolio
0.03%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$42.51 - $43.7 $439,298 - $451,595
-10,334 Reduced 60.03%
6,881 $298 Million
Q1 2025

Apr 24, 2025
BUY
$42.36 - $43.8 $212,562 - $219,788
5,018 Added 41.14%
17,215 $739 Million
Q4 2024

Jan 29, 2025
BUY
$42.79 - $44.9 $521,909 - $547,645
12,197 New
12,197 $517 Million

Others Institutions Holding AGGY

# of Institutions
187
Shares Held
18.9M
Call Options Held
12.1K
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
Track This Portfolio

Track Sovran Advisors, LLC Portfolio

Follow Sovran Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovran Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovran Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email