Stifel Financial Corp Wisdomtree Yield Enhanced U.S. Transaction History

Stifel Financial Corp

$93.7 Billion
Q4 2024

A detailed history of Stifel Financial Corp transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Stifel Financial Corp holds 137,065 shares of AGGY stock, worth $6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

137,065

Previous 150,880 9.16%

Holding current value

$6 Million

Previous $6.75 Million 12.79%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$42.79 - $44.9 $591,143 - $620,293	-13,815 Reduced 9.16%	137,065 $5.88 Million
Q3 2024 Nov 14, 2024	BUY	$42.76 - $45.16 $1.17 Million - $1.24 Million	27,351 Added 22.14%	150,880 $6.75 Million
Q2 2024 Aug 13, 2024	SELL	$42.1 - $43.44 $144,403 - $148,999	-3,430 Reduced 2.7%	123,529 $5.31 Million
Q1 2024 May 13, 2024	BUY	$42.98 - $43.99 $3.9 Million - $3.99 Million	90,628 Added 249.45%	126,959 $5.51 Million
Q4 2023 Feb 12, 2024	BUY	$40.67 - $44.21 $1.03 Million - $1.12 Million	25,226 Added 227.16%	36,331 $1.6 Million
Q3 2023 Nov 13, 2023	SELL	$41.45 - $43.41 $5,595 - $5,860	-135 Reduced 1.2%	11,105 $460,000
Q2 2023 Aug 14, 2023	BUY	$42.79 - $44.17 $480,959 - $496,470	11,240 New	11,240 $484,000
Q4 2020 Feb 12, 2021	SELL	$53.28 - $53.95 $624,867 - $632,725	-11,728 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$53.76 - $54.71 $322,990 - $328,697	-6,008 Reduced 33.87%	11,728 $631,000
Q2 2020 Aug 14, 2020	BUY	$51.53 - $53.82 $913,936 - $954,551	17,736 New	17,736 $955,000

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.

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Stifel Financial Corp Wisdomtree Yield Enhanced U.S. Transaction History