Latest Institutional Transactions on Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information on the latest institutional transactions involving Wisdomtree Yield Enhanced U.S. (AGGY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
786+ 4.92% |
$34.6K - $35.2K
|
16.8K
$740K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.04K+ 107.73% |
$131K - $136K
|
5.86K
$258K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
26New |
$1.12K - $1.16K
|
26
$1.15K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
55+ 1.12% |
$2.37K - $2.45K
|
4.96K
$219K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32New |
$1.38K - $1.43K
|
32
$1.41K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.36K+ 4.52% |
$145K - $150K
|
77.8K
$3.43M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
190New |
$8.19K - $8.47K
|
190
$8.38K
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-33.2K- 30.88% |
$1.43M - $1.48M
|
74.3K
$3.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-5.45K- 36.13% |
$235K - $243K
|
9.64K
$425K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-144- 1.41% |
$6.21K - $6.42K
|
10K
$443K
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
6+ 0.05% |
$259 - $268
|
12.8K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.7K+ 6.65% |
$634K - $656K
|
236K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.4K+ 1.9% |
$1.79M - $1.85M
|
2.22M
$98M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-865- 2.59% |
$37.3K - $38.6K
|
32.6K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.4K+ 14.13% |
$879K - $909K
|
165K
$7.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-74K- 82.72% |
$3.19M - $3.3M
|
15.5K
$682K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.42K+ 1.25% |
$147K - $153K
|
278K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
21.9KNew |
$944K - $977K
|
21.9K
$966K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.47K+ 7.02% |
$193K - $199K
|
68.1K
$3.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 1.08% |
$129 - $134
|
281
$12.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
160New |
$6.9K - $7.14K
|
160
$7.06K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
291K+ 33.39% |
$12.5M - $13M
|
1.16M
$51.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.49K+ 5.74% |
$237K - $245K
|
101K
$4.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.35K- 1.75% |
$58.2K - $60.3K
|
75.8K
$3.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-14K- 74.64% |
$603K - $624K
|
4.76K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.4K- 3.03% |
$449K - $465K
|
333K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.06KNew |
$45.7K - $47.3K
|
1.06K
$46.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35.3K+ 20.91% |
$1.52M - $1.57M
|
204K
$8.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.33K+ 7.37% |
$57.4K - $59.4K
|
19.4K
$856K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-2.65K- 9.45% |
$114K - $118K
|
25.3K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-21.4K- 8.25% |
$921K - $953K
|
237K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.92K- 27.25% |
$82.9K - $85.8K
|
5.13K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
247+ 4.16% |
$10.6K - $11K
|
6.18K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.65K- 10.76% |
$157K - $163K
|
30.3K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.63K+ 64.05% |
$286K - $296K
|
17K
$749K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.75KNew |
$248K - $257K
|
5.75K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.12K+ 3.82% |
$134K - $139K
|
84.6K
$3.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.07KNew |
$262K - $271K
|
6.07K
$268K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28K+ 35.56% |
$1.21M - $1.25M
|
107K
$4.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
34K+ 7.17% |
$1.47M - $1.52M
|
508K
$22.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
698+ 2.05% |
$30.1K - $31.1K
|
34.8K
$1.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.1K+ 30.7% |
$606K - $627K
|
59.8K
$2.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
844+ 84.15% |
$36.4K - $37.6K
|
1.85K
$81.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.6K- 29.0% |
$1.41M - $1.46M
|
79.9K
$3.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.9K+ 2.6% |
$1.37M - $1.42M
|
1.26M
$55.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.03K+ 29.2% |
$389K - $403K
|
39.9K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.1KNew |
$220K - $228K
|
5.1K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-660- 10.77% |
$28.4K - $29.4K
|
5.47K
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
428+ 3.05% |
$18.4K - $19.1K
|
14.4K
$637K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 0.58% |
$1.51K - $1.56K
|
6.1K
$269K
|
|