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 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
39New |
$1.65K - $1.71K
|
39
$1.7K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.49K+ 0.3% |
$148K - $153K
|
1.18M
$51.5M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-40- 3.09% |
$1.69K - $1.75K
|
1.25K
$54.6K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
57+ 3.38% |
$2.41K - $2.5K
|
1.74K
$75.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.78K+ 16.34% |
$75.5K - $78.1K
|
12.7K
$552K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-683- 67.29% |
$28.9K - $29.9K
|
332
$14.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-300- 5.72% |
$12.7K - $13.1K
|
4.94K
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
40.5KNew |
$1.72M - $1.77M
|
40.5K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.99KNew |
$127K - $131K
|
2.99K
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-427K- 38.98% |
$18.1M - $18.7M
|
668K
$29.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
30+ 0.06% |
$1.27K - $1.31K
|
48.9K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-10.8K- 53.41% |
$458K - $474K
|
9.44K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-20- 7.09% |
$847 - $876
|
262
$11.4K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
200New |
$8.47K - $8.76K
|
200
$8.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-423K- 49.19% |
$17.9M - $18.5M
|
437K
$19M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.1K- 58.16% |
$767K - $793K
|
13K
$567K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.36K- 18.65% |
$57.8K - $59.7K
|
5.95K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
26.1KNew |
$1.11M - $1.14M
|
26.1K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-29.8K- 35.49% |
$1.26M - $1.31M
|
54.2K
$2.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.99K+ 38.04% |
$296K - $306K
|
25.4K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
20.4KNew |
$866K - $895K
|
20.4K
$889K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.39K- 8.76% |
$271K - $280K
|
66.6K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.33K- 16.64% |
$56.1K - $58K
|
6.64K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-151- 1.2% |
$6.4K - $6.61K
|
12.4K
$541K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.74K- 36.01% |
$201K - $208K
|
8.43K
$367K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-636- 7.36% |
$26.9K - $27.9K
|
8K
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-560- 2.09% |
$23.7K - $24.5K
|
26.3K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
435+ 6.62% |
$18.4K - $19.1K
|
7K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
510+ 10.16% |
$21.6K - $22.3K
|
5.53K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
6.52KNew |
$276K - $285K
|
6.52K
$284K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.56KNew |
$108K - $112K
|
2.56K
$111K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
169+ 1.3% |
$7.16K - $7.4K
|
13.2K
$574K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.3K- 62.84% |
$352K - $363K
|
4.91K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.61K- 16.92% |
$68.2K - $70.5K
|
7.9K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-126- 37.84% |
$5.34K - $5.52K
|
207
$9.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.16K+ 106.62% |
$134K - $138K
|
6.12K
$266K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
558+ 0.27% |
$23.6K - $24.4K
|
207K
$9M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
11.7K+ 8.01% |
$494K - $510K
|
157K
$6.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.47K- 21.74% |
$401K - $415K
|
34.1K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-42.5K- 94.65% |
$1.8M - $1.86M
|
2.4K
$105K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.57K+ 66.65% |
$151K - $156K
|
8.93K
$389K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
14K+ 9.51% |
$591K - $612K
|
161K
$7M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.93K- 20.43% |
$81.6K - $84.4K
|
7.51K
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
6.51KNew |
$276K - $285K
|
6.51K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-308- 2.51% |
$13K - $13.5K
|
12K
$520K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.12K- 23.92% |
$259K - $268K
|
19.5K
$847K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-6.24K- 53.16% |
$264K - $273K
|
5.5K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
176+ 1.58% |
$7.46K - $7.71K
|
11.3K
$493K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.63KNew |
$196K - $203K
|
4.63K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.7KNew |
$241K - $250K
|
5.7K
$248K
|