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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
156K+ 148.16% |
$6.67M - $7.05M
|
261K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
$1.4M - $1.48M
|
32.8K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
410+ 18.7% |
$17.5K - $18.5K
|
2.6K
$112K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
156New |
$6.67K - $7.04K
|
156
$6.72K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.12K- 28.44% |
$90.5K - $95.6K
|
5.33K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.54KNew |
$194K - $205K
|
4.54K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
137KNew |
$5.84M - $6.17M
|
137K
$5.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-54.6K- 4.49% |
$2.34M - $2.47M
|
1.16M
$50.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
229+ 43.45% |
$9.79K - $10.3K
|
756
$32.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.32KNew |
$99.2K - $105K
|
2.32K
$99.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
12.3K+ 5.11% |
$527K - $556K
|
253K
$10.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.23KNew |
$266K - $281K
|
6.23K
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.39K+ 18.92% |
$273K - $289K
|
40.2K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11New |
$470 - $497
|
11
$474
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-2.74K- 35.72% |
$117K - $124K
|
4.92K
$212K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 11.28% |
$4.7M - $4.97M
|
1.09M
$46.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
334New |
$14.3K - $15.1K
|
334
$14.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
68.3KNew |
$2.92M - $3.08M
|
68.3K
$2.94M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-37- 0.35% |
$1.58K - $1.67K
|
10.5K
$450K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.97K- 1.33% |
$426K - $450K
|
742K
$32M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.82K+ 31.8% |
$249K - $263K
|
24.1K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
53+ 1.05% |
$2.27K - $2.39K
|
5.08K
$219K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41K+ 22.41% |
$1.75M - $1.85M
|
224K
$9.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
49+ 7.99% |
$2.1K - $2.21K
|
662
$28.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.35K- 2.71% |
$57.5K - $60.7K
|
48.3K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
305+ 2.51% |
$13K - $13.8K
|
12.5K
$536K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-881- 9.42% |
$37.7K - $39.8K
|
8.47K
$365K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.18K- 2.12% |
$93K - $98.2K
|
100K
$4.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-146- 2.89% |
$6.24K - $6.59K
|
4.91K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.32% |
$1.5K - $1.58K
|
10.8K
$466K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
73New |
$3.12K - $3.3K
|
73
$3.14K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.29K+ 70.77% |
$226K - $239K
|
12.8K
$550K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
567+ 8.97% |
$24.2K - $25.6K
|
6.89K
$297K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.83K- 15.59% |
$78K - $82.4K
|
9.88K
$425K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32New |
$1.37K - $1.45K
|
32
$1.38K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-597- 7.8% |
$25.5K - $27K
|
7.06K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$42.8 - $45.2
|
11.6K
$499K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.31K- 1.85% |
$56.1K - $59.3K
|
69.5K
$2.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
43.9KNew |
$1.88M - $1.98M
|
43.9K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
27.6K+ 18.46% |
$1.18M - $1.24M
|
177K
$7.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.1K- 8.79% |
$218K - $230K
|
52.9K
$2.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.24K+ 22.15% |
$95.6K - $101K
|
12.3K
$531K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.4KNew |
$660K - $697K
|
15.4K
$665K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
192+ 1.8% |
$8.21K - $8.67K
|
10.9K
$468K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.59K+ 8.6% |
$111K - $117K
|
32.8K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-5- 0.07% |
$214 - $226
|
6.68K
$288K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-443- 48.57% |
$18.9K - $20K
|
469
$20.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
750+ 15.38% |
$32.1K - $33.9K
|
5.63K
$242K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
8.87K+ 1.05% |
$379K - $400K
|
850K
$36.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.4K- 3.09% |
$703K - $742K
|
515K
$22.2M
|