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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-50- 0.18% |
$2.14K - $2.26K
|
27.1K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-781- 14.71% |
$33.4K - $35.3K
|
4.53K
$195K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
35.5K+ 10.58% |
$1.52M - $1.6M
|
371K
$16M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-33.1K- 60.9% |
$1.41M - $1.49M
|
21.2K
$914K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-637- 65.94% |
$27.2K - $28.8K
|
329
$14.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
548+ 4.51% |
$23.4K - $24.7K
|
12.7K
$547K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
122K+ 16.28% |
$5.21M - $5.5M
|
870K
$37.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5K+ 29.39% |
$214K - $226K
|
22K
$948K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26- 3.3% |
$1.11K - $1.17K
|
762
$32.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.72K- 9.79% |
$202K - $213K
|
43.5K
$1.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.2K+ 30.44% |
$1.72M - $1.81M
|
172K
$7.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.1K+ 132.76% |
$604K - $638K
|
24.8K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$128 - $135
|
10.5K
$450K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.82K+ 6.48% |
$334K - $353K
|
128K
$5.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7.41KNew |
$317K - $335K
|
7.41K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.18K+ 8.75% |
$93.2K - $98.4K
|
27.1K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
24.9K+ 18.54% |
$1.06M - $1.12M
|
159K
$6.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.98K+ 12.51% |
$256K - $270K
|
53.8K
$2.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
59+ 0.83% |
$2.52K - $2.66K
|
7.15K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.73KNew |
$330K - $349K
|
7.73K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.15K- 4.28% |
$92K - $97.1K
|
48.1K
$2.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11.3K+ 13.74% |
$481K - $508K
|
93.1K
$4.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
92KNew |
$3.94M - $4.16M
|
92K
$3.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18- 0.12% |
$770 - $813
|
15.4K
$664K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.6K+ 18.24% |
$282K - $298K
|
42.8K
$1.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-113- 3.77% |
$4.83K - $5.1K
|
2.88K
$124K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-323- 3.47% |
$13.8K - $14.6K
|
9K
$387K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-365- 73.0% |
$15.6K - $16.5K
|
135
$5.81K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-15- 0.28% |
$641 - $677
|
5.27K
$227K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
685+ 3.45% |
$29.3K - $30.9K
|
20.5K
$884K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.42K+ 0.3% |
$146K - $154K
|
1.13M
$48.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
118+ 1.12% |
$5.05K - $5.33K
|
10.7K
$460K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 26.54% |
$71.8K - $75.9K
|
4.65K
$200K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
554+ 3.49% |
$23.7K - $25K
|
16.4K
$706K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
280+ 7.51% |
$11.8K - $12.2K
|
4.01K
$172K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-16Closed |
$674 - $695
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9+ 0.16% |
$379 - $391
|
5.8K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-15- 31.91% |
$632 - $652
|
32
$1.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.06KNew |
$213K - $220K
|
5.06K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.98KNew |
$210K - $216K
|
4.98K
$215K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.2K- 37.76% |
$92.6K - $95.6K
|
3.63K
$156K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
397+ 0.57% |
$16.7K - $17.2K
|
70.1K
$3.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 0.22% |
$42.1 - $43.4
|
458
$19.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.13KNew |
$132K - $136K
|
3.13K
$135K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
73New |
$3.07K - $3.17K
|
73
$3.14K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
415+ 8.6% |
$17.5K - $18K
|
5.24K
$226K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.32K- 16.04% |
$55.6K - $57.3K
|
6.91K
$298K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8New |
$337 - $348
|
8
$344
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
338New |
$14.2K - $14.7K
|
338
$14.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.64K+ 5.95% |
$69.1K - $71.3K
|
29.2K
$1.26M
|
|