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

Stifel Financial Corp

  • $99.8 Billion
  • Q2 2025

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 130,963 shares of AGGY stock, worth $5.85 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
130,963
Previous 134,201 2.41%
Holding current value
$5.85 Million
Previous $5.83 Million 1.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
SELL
$42.51 - $43.7 $137,647 - $141,500
-3,238 Reduced 2.41%
130,963 $5.71 Million
Q1 2025

May 13, 2025
SELL
$42.36 - $43.8 $121,319 - $125,443
-2,864 Reduced 2.09%
134,201 $5.83 Million
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
179
Shares Held
17M
Call Options Held
13.7K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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