Wealth Enhancement Advisory Services, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 8,929 shares of AGGY stock, worth $386,804. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,929

Previous 5,358 66.65%

Holding current value

$386,804

Previous $229,000 68.56%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$42.36 - $43.8 $151,267 - $156,409	3,571 Added 66.65%	8,929 $386,000
Q4 2024 Mar 17, 2025	SELL	$42.79 - $44.9 $11,553 - $12,123	-270 Reduced 4.8%	5,358 $229,000
Q3 2024 Oct 23, 2024	BUY	$42.76 - $45.16 $32,070 - $33,870	750 Added 15.38%	5,628 $251,000
Q2 2024 Jul 16, 2024	SELL	$42.1 - $43.44 $45 Million - $46.4 Million	-1,068,669 Reduced 99.55%	4,878 $209,000
Q1 2024 Apr 15, 2024	BUY	$42.98 - $43.99 $13.8 Million - $14.1 Million	319,942 Added 42.45%	1,073,547 $46.6 Million
Q4 2023 Jan 30, 2024	SELL	$40.67 - $44.21 $11.9 Million - $12.9 Million	-291,730 Reduced 27.91%	753,605 $33.2 Million
Q3 2023 Nov 13, 2023	BUY	$41.45 - $43.41 $43.3 Million - $45.4 Million	1,045,335 New	1,045,335 $43.4 Million

Others Institutions Holding AGGY

# of Institutions

179

Shares Held

20.7M

Call Options Held

900

Put Options Held

9.3K

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Wealth Enhancement Advisory Services, LLC Wisdomtree Yield Enhanced U.S. Transaction History