Wade Financial Advisory, Inc Wisdomtree Yield Enhanced U.S. Transaction History

Wade Financial Advisory, Inc

$296 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	SELL	$41.0 - $43.97 $246 - $263	-6 Reduced 0.01%	67,325 $0
Q3 2022 Oct 26, 2022	BUY	$41.91 - $46.15 $207,873 - $228,904	4,960 Added 7.95%	67,331 $2.84 Million
Q2 2022 Aug 05, 2022	BUY	$43.6 - $47.89 $332,319 - $365,017	7,622 Added 13.92%	62,371 $2.79 Million
Q1 2022 Apr 21, 2022	BUY	$47.38 - $51.33 $487,019 - $527,621	10,279 Added 23.11%	54,749 $2.62 Million
Q4 2021 Feb 08, 2022	BUY	$51.35 - $52.36 $127,758 - $130,271	2,488 Added 5.93%	44,470 $2.3 Million
Q3 2021 Nov 02, 2021	SELL	$51.92 - $53.01 $160,328 - $163,694	-3,088 Reduced 6.85%	41,982 $2.18 Million
Q2 2021 Jul 29, 2021	BUY	$51.34 - $52.27 $292,792 - $298,095	5,703 Added 14.49%	45,070 $2.35 Million
Q1 2021 Apr 14, 2021	BUY	$51.09 - $53.61 $24,114 - $25,303	472 Added 1.21%	39,367 $2.02 Million
Q4 2020 Mar 10, 2021	SELL	$53.28 - $53.95 $842,676 - $853,273	-15,816 Reduced 28.91%	38,895 $2.09 Million
Q3 2020 Nov 03, 2020	BUY	$53.76 - $54.71 $362,664 - $369,073	6,746 Added 14.06%	54,711 $2.95 Million
Q2 2020 Jul 16, 2020	BUY	$51.53 - $53.82 $727,861 - $760,207	14,125 Added 41.74%	47,965 $2.58 Million
Q1 2020 Apr 27, 2020	SELL	$47.17 - $54.55 $65,236 - $75,442	-1,383 Reduced 3.93%	33,840 $1.75 Million
Q4 2019 Feb 11, 2020	BUY	$51.78 - $52.68 $1.82 Million - $1.86 Million	35,223 New	35,223 $1.84 Million

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.

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