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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-876- 3.0% |
$37.2K - $38.3K
|
28.3K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.2K- 9.67% |
$435K - $447K
|
95.6K
$4.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.41K- 24.78% |
$145K - $149K
|
10.4K
$461K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
234KNew |
$9.96M - $10.2M
|
234K
$10.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-201- 1.62% |
$8.54K - $8.78K
|
12.2K
$545K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.11% |
$468 - $481
|
10.2K
$454K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.4K+ 20.29% |
$1.21M - $1.24M
|
169K
$7.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-985- 0.63% |
$41.9K - $43K
|
156K
$6.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-479- 3.68% |
$20.4K - $20.9K
|
12.5K
$559K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.24K- 7.13% |
$52.8K - $54.3K
|
16.2K
$721K
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-12.8K- 45.98% |
$546K - $561K
|
15.1K
$672K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
343+ 19.68% |
$14.6K - $15K
|
2.09K
$92.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9K+ 9.99% |
$592K - $608K
|
153K
$6.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.67K- 3.08% |
$70.9K - $72.9K
|
52.5K
$2.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-30.4K- 4.57% |
$1.29M - $1.33M
|
635K
$28.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-252- 3.15% |
$10.7K - $11K
|
7.75K
$345K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
137K+ 149.86% |
$5.84M - $6.01M
|
229K
$10.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.08K- 10.69% |
$173K - $178K
|
34.1K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-84.3K- 92.04% |
$3.59M - $3.69M
|
7.29K
$325K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-239- 3.18% |
$10.2K - $10.4K
|
7.27K
$324K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
346+ 3.05% |
$14.7K - $15.1K
|
11.7K
$520K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
214+ 156.2% |
$9.1K - $9.35K
|
351
$15.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.56KNew |
$321K - $330K
|
7.56K
$337K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.1K- 5.69% |
$642K - $660K
|
250K
$11.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-3.04K- 9.81% |
$129K - $133K
|
28K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-573- 8.63% |
$24.4K - $25K
|
6.07K
$270K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
492+ 5.3% |
$20.9K - $21.5K
|
9.78K
$436K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.95K- 10.88% |
$82.9K - $85.2K
|
16K
$711K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-3.62K- 5.36% |
$154K - $158K
|
63.9K
$2.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.8K- 1.91% |
$542K - $557K
|
656K
$29.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.3K- 27.31% |
$97.9K - $101K
|
6.13K
$273K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.49K- 4.57% |
$403K - $415K
|
198K
$8.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.41K- 6.45% |
$315K - $324K
|
107K
$4.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-700- 1.43% |
$29.8K - $30.6K
|
48.2K
$2.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-615- 7.04% |
$26.1K - $26.9K
|
8.12K
$362K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.68K+ 26.48% |
$157K - $161K
|
17.6K
$784K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-405- 0.65% |
$17.2K - $17.7K
|
62.2K
$2.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.15K+ 11.33% |
$134K - $138K
|
30.9K
$1.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.21K+ 5.73% |
$307K - $315K
|
133K
$5.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.98K+ 24.64% |
$424K - $436K
|
50.5K
$2.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.48K- 0.21% |
$105K - $108K
|
1.18M
$52.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5.75K+ 82.01% |
$244K - $251K
|
12.8K
$568K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
58+ 1.13% |
$2.47K - $2.53K
|
5.21K
$232K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.71K+ 115.98% |
$285K - $293K
|
12.5K
$557K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-16- 10.67% |
$680 - $699
|
134
$5.97K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-866- 15.67% |
$36.8K - $37.8K
|
4.66K
$208K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.91K+ 210.34% |
$81.3K - $83.6K
|
2.82K
$126K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-426- 4.67% |
$18.1K - $18.6K
|
8.7K
$387K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-22.9K- 14.23% |
$973K - $1M
|
138K
$6.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.2K- 24.45% |
$264K - $271K
|
19.2K
$854K
|