Wealth Plan Investment Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 62,642 shares of AGGY stock, worth $2.68 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

62,642

Previous 65,792 4.79%

Holding current value

$2.68 Million

Previous $2.82 Million 3.65%

% of portfolio

0.29%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$42.36 - $43.8 $133,434 - $137,970	-3,150 Reduced 4.79%	62,642 $2.72 Million
Q4 2024 Jan 30, 2025	SELL	$42.79 - $44.9 $106,975 - $112,250	-2,500 Reduced 3.66%	65,792 $2.82 Million
Q3 2024 Nov 05, 2024	BUY	$42.76 - $45.16 $2.92 Million - $3.08 Million	68,292 New	68,292 $3.05 Million
Q3 2023 Nov 09, 2023	BUY	$41.45 - $43.41 $2.93 Million - $3.07 Million	70,670 New	70,670 $2.93 Million
Q4 2022 Feb 15, 2023	SELL	$41.0 - $43.97 $31,898 - $34,208	-778 Reduced 0.97%	79,592 $3.39 Million
Q3 2022 Dec 12, 2022	SELL	$41.91 - $46.15 $13,411 - $14,768	-320 Reduced 0.4%	80,370 $3.53 Million
Q1 2022 Sep 07, 2022	BUY	$47.38 - $51.33 $3.82 Million - $4.14 Million	80,690 New	80,690 $3.67 Million

Others Institutions Holding AGGY

# of Institutions

188

Shares Held

19M

Call Options Held

12.1K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Wealth Plan Investment Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History