Sowell Financial Services LLC Wisdomtree Yield Enhanced U.S. Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$47.38 - $51.33 $527,576 - $571,559	-11,135 Closed	0 $0
Q2 2021 Aug 05, 2021	SELL	$51.34 - $52.27 $544,768 - $554,636	-10,611 Reduced 48.8%	11,135 $581,000
Q1 2021 May 07, 2021	BUY	$51.09 - $53.61 $121,083 - $127,055	2,370 Added 12.23%	21,746 $1.13 Million
Q4 2020 Jan 13, 2021	BUY	$53.28 - $53.95 $99,260 - $100,508	1,863 Added 10.64%	19,376 $1.04 Million
Q3 2020 Nov 12, 2020	BUY	$53.76 - $54.71 $38,115 - $38,789	709 Added 4.22%	17,513 $943,000
Q2 2020 Aug 13, 2020	BUY	$51.53 - $53.82 $9,996 - $10,441	194 Added 1.17%	16,804 $904,000
Q1 2020 May 12, 2020	BUY	$47.17 - $54.55 $534,153 - $617,724	11,324 Added 214.23%	16,610 $858,000
Q4 2019 Feb 07, 2020	BUY	$51.78 - $52.68 $167,611 - $170,525	3,237 Added 157.98%	5,286 $0
Q3 2019 Nov 14, 2019	BUY	$51.74 - $52.41 $106,015 - $107,388	2,049 New	2,049 $107,000

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

0

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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.