Summit Financial, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Summit Financial, LLC holds 21,910 shares of AGGY stock, worth $966,231. This represents 0.02% of its overall portfolio holdings.

Number of Shares

21,910

Holding current value

$966,231

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$43.1 - $44.6 $944,321 - $977,186	21,910 New	21,910 $969,000

Others Institutions Holding AGGY

# of Institutions

182

Shares Held

15.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.22M
Shares

$98 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.26M
Shares

$55.4 Million
0.02% of portfolio
Cwm, LLC

1.22M
Shares

$53.6 Million
0.16% of portfolio
Mercer Global Advisors Inc Denver, CO

1.16M
Shares

$51.2 Million
0.09% of portfolio
High Tower Advisors, LLC Chicago, IL

816K
Shares

$36 Million
0.04% of portfolio

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About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Summit Financial, LLC Wisdomtree Yield Enhanced U.S. Transaction History