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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
156K+ 148.16% |
$6.67M - $7.05M
|
261K
$11.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16KNew |
$685K - $723K
|
16K
$690K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.7K- 23.51% |
$843K - $890K
|
64.1K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.26K+ 64.46% |
$139K - $147K
|
8.31K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.72K+ 12.53% |
$116K - $123K
|
24.5K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35.2K- 85.71% |
$1.5M - $1.59M
|
5.86K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.9K+ 4.89% |
$1.45M - $1.53M
|
726K
$31.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
657+ 163.03% |
$28.1K - $29.7K
|
1.06K
$45.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.83K+ 1.08% |
$421K - $444K
|
916K
$39.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
334New |
$14.3K - $15.1K
|
334
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.56K+ 2.31% |
$109K - $116K
|
114K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
77New |
$3.29K - $3.48K
|
77
$3.31K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.62KNew |
$197K - $209K
|
4.62K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127K+ 849.86% |
$5.42M - $5.72M
|
142K
$6.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22.4K+ 104.51% |
$956K - $1.01M
|
43.8K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.4K+ 22.14% |
$1.17M - $1.24M
|
151K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40K+ 64.8% |
$1.71M - $1.8M
|
102K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.76K+ 0.47% |
$118K - $125K
|
585K
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
133+ 1.06% |
$5.69K - $6.01K
|
12.7K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.76K- 2.41% |
$75K - $79.3K
|
71.1K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
2.4KNew |
$103K - $108K
|
2.4K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.5KNew |
$2.88M - $3.05M
|
67.5K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-398- 13.7% |
$17K - $18K
|
2.51K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-179K- 82.44% |
$7.67M - $8.1M
|
38.2K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.1K+ 9.08% |
$1.29M - $1.36M
|
361K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17K+ 0.42% |
$727K - $768K
|
4.08M
$176M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.1K+ 19.31% |
$433K - $458K
|
62.6K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14K- 40.37% |
$600K - $634K
|
20.7K
$892K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
20.1K+ 9.21% |
$858K - $907K
|
238K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-31- 9.14% |
$1.33K - $1.4K
|
308
$13.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
313New |
$13.4K - $14.1K
|
313
$13.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.93K- 16.73% |
$253K - $268K
|
29.5K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.2K+ 21.62% |
$695K - $734K
|
91.4K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62.3K+ 281.58% |
$2.66M - $2.81M
|
84.4K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 46.06% |
$563K - $594K
|
41.7K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
19.4K+ 4.67% |
$828K - $874K
|
434K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
124K+ 14.25% |
$5.29M - $5.58M
|
991K
$42.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 1.13% |
$128 - $135
|
269
$11.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9K+ 29.96% |
$550K - $581K
|
55.8K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.13K+ 1.77% |
$91.1K - $96.2K
|
122K
$5.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
776+ 0.4% |
$33.2K - $35K
|
196K
$8.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.8K- 27.48% |
$547K - $577K
|
33.7K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
457+ 14.98% |
$19.5K - $20.6K
|
3.51K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-219- 2.99% |
$9.36K - $9.89K
|
7.1K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
606+ 12.75% |
$25.9K - $27.4K
|
5.36K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.83K+ 3.21% |
$78.4K - $82.8K
|
59K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-696- 5.66% |
$29.8K - $31.4K
|
11.6K
$500K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.93K+ 79.77% |
$125K - $132K
|
6.6K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
129K+ 252.94% |
$5.5M - $5.81M
|
180K
$7.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-190- 1.73% |
$8.12K - $8.58K
|
10.8K
$464K
|