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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
91.7KNew |
$3.88M - $4.02M
|
91.7K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
199New |
$8.43K - $8.72K
|
199
$8.66K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.5K+ 32.41% |
$869K - $899K
|
83.9K
$3.65M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-42K- 98.76% |
$1.78M - $1.84M
|
528
$23K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-323- 0.15% |
$13.7K - $14.1K
|
221K
$9.63M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-534K- 56.66% |
$22.6M - $23.4M
|
408K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.86K- 2.09% |
$121K - $125K
|
134K
$5.84M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.05K- 0.41% |
$44.4K - $45.9K
|
255K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
10New |
$424 - $438
|
10
$435
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.15K+ 105.68% |
$303K - $313K
|
13.9K
$605K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44K+ 11.03% |
$1.87M - $1.93M
|
443K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 12.5% |
$42.4 - $43.8
|
9
$392
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
267+ 25.14% |
$11.3K - $11.7K
|
1.33K
$57.8K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
49.1K+ 8.12% |
$2.08M - $2.15M
|
654K
$28.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99.3K+ 13.02% |
$4.21M - $4.35M
|
862K
$37.5M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-182- 5.14% |
$7.71K - $7.97K
|
3.36K
$146K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-68- 0.88% |
$2.88K - $2.98K
|
7.65K
$333K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.3K+ 53.07% |
$2.05M - $2.12M
|
139K
$6.06M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
147+ 1.15% |
$6.23K - $6.44K
|
13K
$564K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
150New |
$6.35K - $6.57K
|
150
$6.53K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.79KNew |
$245K - $254K
|
5.79K
$252K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.15K- 4.79% |
$133K - $138K
|
62.6K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-51.8K- 7.23% |
$2.2M - $2.27M
|
665K
$28.9M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
320New |
$13.6K - $14K
|
320
$13.9K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-11.2K- 15.18% |
$476K - $492K
|
62.7K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.47K+ 14.3% |
$147K - $152K
|
27.8K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-109K- 23.24% |
$4.6M - $4.76M
|
359K
$15.6M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.6KNew |
$67.6K - $69.9K
|
1.6K
$69.4K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70.8K- 5.42% |
$3M - $3.1M
|
1.24M
$53.8M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.04K- 2.94% |
$86.6K - $89.5K
|
67.5K
$2.94M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-739- 1.9% |
$31.3K - $32.4K
|
38.1K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
27.9KNew |
$1.18M - $1.22M
|
27.9K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
338+ 1.17% |
$14.3K - $14.8K
|
29.2K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44K+ 71.22% |
$1.87M - $1.93M
|
106K
$4.61M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.8K- 3.91% |
$457K - $473K
|
266K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
21.2K+ 2.3% |
$897K - $928K
|
942K
$41M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
159+ 1.86% |
$6.74K - $6.96K
|
8.73K
$380K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
581+ 3.72% |
$24.6K - $25.4K
|
16.2K
$705K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.6K- 7.22% |
$1.63M - $1.69M
|
496K
$21.6M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.98K- 6.12% |
$253K - $262K
|
91.6K
$3.99M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.7K+ 12.6% |
$665K - $687K
|
140K
$6.1M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
396+ 77.19% |
$16.8K - $17.3K
|
909
$39.6K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
701+ 4.19% |
$29.7K - $30.7K
|
17.4K
$758K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-68- 0.66% |
$2.88K - $2.98K
|
10.2K
$443K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 4.72% |
$68K - $70.3K
|
32.4K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
1.17K+ 14.39% |
$49.5K - $51.2K
|
9.28K
$404K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
58+ 1.14% |
$2.46K - $2.54K
|
5.15K
$224K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.07K+ 3.6% |
$45.2K - $46.8K
|
30.7K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-979- 18.02% |
$41.5K - $42.9K
|
4.46K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.9KNew |
$461K - $477K
|
10.9K
$474K
|