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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.7KNew |
$201K - $211K
|
4.7K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-26- 8.44% |
$1.11K - $1.17K
|
282
$12.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.1K+ 7.71% |
$646K - $678K
|
211K
$9.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
45.1K+ 3.98% |
$1.93M - $2.02M
|
1.18M
$50.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
291+ 131.08% |
$12.5K - $13.1K
|
513
$22.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.97K+ 31.02% |
$213K - $223K
|
21K
$903K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.14K+ 361.57% |
$177K - $186K
|
5.29K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-283- 2.71% |
$12.1K - $12.7K
|
10.2K
$438K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.8K+ 3.65% |
$805K - $845K
|
534K
$23M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.87K- 2.86% |
$123K - $129K
|
97.6K
$4.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.5K- 3.66% |
$107K - $112K
|
65.8K
$2.83M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.23K+ 17.78% |
$52.4K - $55K
|
8.12K
$349K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
546+ 116.42% |
$23.4K - $24.5K
|
1.02K
$43.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
166+ 1.96% |
$7.1K - $7.45K
|
8.64K
$372K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
8.84K+ 6.47% |
$378K - $397K
|
145K
$6.26M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.8KNew |
$504K - $529K
|
11.8K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-82.9K- 46.17% |
$3.55M - $3.72M
|
96.7K
$4.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2KNew |
$522K - $548K
|
12.2K
$525K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
33.1K+ 36.25% |
$1.42M - $1.49M
|
124K
$5.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.75K+ 11.66% |
$246K - $258K
|
55K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-25.5K- 3.43% |
$1.09M - $1.14M
|
717K
$30.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
256New |
$11K - $11.5K
|
256
$11K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.15K- 6.55% |
$135K - $141K
|
44.9K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
51.2K+ 5.88% |
$2.19M - $2.3M
|
921K
$39.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.61K+ 43.92% |
$240K - $252K
|
18.4K
$791K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
33.3K+ 20.92% |
$1.42M - $1.49M
|
192K
$8.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
33K+ 8.89% |
$1.41M - $1.48M
|
404K
$17.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
73KNew |
$3.12M - $3.28M
|
73K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-444- 4.49% |
$19K - $19.9K
|
9.43K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.8K+ 140.53% |
$507K - $531K
|
20.3K
$872K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.2K- 13.3% |
$51.2K - $53.7K
|
7.8K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.02KNew |
$215K - $225K
|
5.02K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
10.7K+ 1.26% |
$457K - $480K
|
861K
$37M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-373- 1.69% |
$16K - $16.7K
|
21.7K
$932K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.43K+ 12.29% |
$61K - $64K
|
13K
$561K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-861- 11.61% |
$36.8K - $38.7K
|
6.55K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
16.9KNew |
$724K - $759K
|
16.9K
$728K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-53.7K- 99.89% |
$2.3M - $2.41M
|
57
$2.45K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.5KNew |
$621K - $651K
|
14.5K
$624K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-80.3K- 87.25% |
$3.44M - $3.61M
|
11.7K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-61- 0.49% |
$2.61K - $2.74K
|
12.3K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-286- 1.05% |
$12.2K - $12.8K
|
26.8K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
50+ 0.46% |
$2.14K - $2.25K
|
10.9K
$470K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.35K+ 37.66% |
$100K - $105K
|
8.57K
$369K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
29.4K+ 16.65% |
$1.26M - $1.32M
|
206K
$8.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.1K- 7.87% |
$432K - $454K
|
118K
$5.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
10.3K+ 11.09% |
$442K - $464K
|
103K
$4.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.55K+ 9.43% |
$109K - $115K
|
29.6K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1- 0.01% |
$42.8 - $44.9
|
10.7K
$460K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.04% |
$42.8 - $44.9
|
2.6K
$112K
|