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 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
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-580- 1.76% |
$25K - $25.9K
|
32.3K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.28K- 9.13% |
$141K - $146K
|
32.6K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.26K- 0.96% |
$54.3K - $56.2K
|
130K
$5.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.8K+ 22.42% |
$164K - $169K
|
20.7K
$915K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
991+ 0.25% |
$42.7K - $44.2K
|
396K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.05K+ 12.68% |
$88.4K - $91.5K
|
18.2K
$804K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
866+ 7.41% |
$37.3K - $38.6K
|
12.5K
$553K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
5.94KNew |
$256K - $265K
|
5.94K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.05% |
$129 - $134
|
6.65K
$293K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-84- 2.46% |
$3.62K - $3.75K
|
3.33K
$147K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-592- 4.72% |
$25.5K - $26.4K
|
12K
$527K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-88.6K- 38.67% |
$3.82M - $3.95M
|
141K
$6.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-196- 98.49% |
$8.45K - $8.74K
|
3
$132
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
869+ 0.44% |
$37.5K - $38.8K
|
199K
$8.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6.56K+ 1.04% |
$283K - $292K
|
635K
$28M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.87K+ 10.62% |
$80.5K - $83.3K
|
19.5K
$858K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.11KNew |
$48K - $49.7K
|
1.11K
$49.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-330K- 74.45% |
$14.2M - $14.7M
|
113K
$4.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.02K+ 55.81% |
$173K - $179K
|
11.2K
$495K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.24KNew |
$226K - $234K
|
5.24K
$231K
|
|
|
Nov 07, 2025
Q3 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-73- 0.28% |
$3.15K - $3.26K
|
25.9K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.5K- 5.18% |
$1.92M - $1.99M
|
816K
$36M
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.06K+ 6.29% |
$261K - $270K
|
102K
$4.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.6K+ 9.84% |
$1.06M - $1.1M
|
275K
$12.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.75% |
$43.1 - $44.6
|
135
$5.95K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
793New |
$34.2K - $35.4K
|
793
$35K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.35K+ 3.84% |
$360K - $372K
|
226K
$9.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
88+ 0.72% |
$3.79K - $3.92K
|
12.3K
$543K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.79K+ 2.84% |
$163K - $169K
|
137K
$6.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.74K+ 34.51% |
$204K - $212K
|
18.5K
$815K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
382+ 4.39% |
$16.5K - $17K
|
9.08K
$400K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
13.1K+ 8.4% |
$565K - $585K
|
169K
$7.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-797- 3.72% |
$34.4K - $35.5K
|
20.6K
$911K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-424- 2.66% |
$18.3K - $18.9K
|
15.5K
$685K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-21.7K- 3.43% |
$937K - $970K
|
613K
$27M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-584K- 89.12% |
$25.2M - $26.1M
|
71.4K
$3.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-80- 3.84% |
$3.45K - $3.57K
|
2.01K
$88.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.01K- 13.87% |
$43.4K - $45K
|
6.26K
$276K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.22K+ 2.33% |
$52.8K - $54.6K
|
53.7K
$2.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.86K+ 11.33% |
$166K - $172K
|
37.9K
$1.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.37K- 34.41% |
$102K - $106K
|
4.51K
$199K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
1.43K+ 14.63% |
$61.6K - $63.8K
|
11.2K
$494K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.72K- 22.89% |
$376K - $389K
|
29.4K
$1.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
124+ 8.12% |
$5.34K - $5.53K
|
1.65K
$72.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.99K- 51.76% |
$344K - $356K
|
7.44K
$328K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.22K- 16.81% |
$139K - $144K
|
15.9K
$703K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
796+ 1.63% |
$34.3K - $35.5K
|
49.8K
$2.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.76KNew |
$162K - $168K
|
3.76K
$166K
|
|