Wealthsource Partners, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Wealthsource Partners, LLC holds 61,976 shares of AGGY stock, worth $2.69 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
61,976
Holding current value
$2.69 Million
% of portfolio
0.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$40.67 - $44.21 $2.52 Million - $2.74 Million
61,976 New
61,976 $2.73 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-300,341 Reduced 93.87%
19,622 $828,000
Q2 2022

Aug 10, 2022
BUY
N/A
133,446 Added 71.55%
319,963 $14.3 Million
Q1 2022

May 09, 2022
BUY
N/A
74,514 Added 66.53%
186,517 $8.93 Million
Q4 2021

Feb 14, 2022
BUY
N/A
42,295 Added 60.67%
112,003 $5.79 Million
Q3 2021

Nov 18, 2021
SELL
N/A
-2,850 Reduced 3.93%
69,708 $3.62 Million
Q2 2021

Nov 18, 2021
BUY
N/A
4,918 Added 7.27%
72,558 $3.79 Million
Q1 2021

Jun 21, 2021
BUY
N/A
67,640 New
67,640 $3.46 Million

Others Institutions Holding AGGY

# of Institutions
159
Shares Held
19.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
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