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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.8K+ 233.26% |
$459K - $472K
|
15.4K
$687K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.51K+ 26.44% |
$64.1K - $65.9K
|
7.21K
$321K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-157- 2.24% |
$6.67K - $6.86K
|
6.85K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-310- 2.59% |
$13.2K - $13.5K
|
11.7K
$519K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
149+ 1.13% |
$6.33K - $6.51K
|
13.4K
$595K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
783+ 6.93% |
$33.3K - $34.2K
|
12.1K
$538K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-829K- 88.04% |
$35.3M - $36.2M
|
113K
$5.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
2.31K+ 0.53% |
$98.3K - $101K
|
440K
$19.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 35.63% |
$516K - $531K
|
46.2K
$2.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
74+ 1.14% |
$3.15K - $3.23K
|
6.59K
$294K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.97% |
$85 - $87.4
|
209
$9.31K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
276+ 0.9% |
$11.7K - $12.1K
|
31K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-313- 1.19% |
$13.3K - $13.7K
|
26K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.65K+ 59.64% |
$155K - $159K
|
9.77K
$435K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
67+ 1.13% |
$2.85K - $2.93K
|
6.02K
$268K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.45K+ 2.61% |
$104K - $107K
|
96.3K
$4.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-9.44K- 15.06% |
$401K - $413K
|
53.3K
$2.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.83K- 19.66% |
$163K - $167K
|
15.6K
$696K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.68K- 5.52% |
$156K - $161K
|
62.9K
$2.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
418+ 17.4% |
$17.8K - $18.3K
|
2.82K
$126K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.08K+ 1.97% |
$173K - $178K
|
211K
$9.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
239+ 1.35% |
$10.2K - $10.4K
|
17.9K
$798K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-670- 7.01% |
$28.5K - $29.3K
|
8.89K
$396K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.74K- 8.42% |
$74K - $76.1K
|
18.9K
$844K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
461+ 0.95% |
$19.6K - $20.1K
|
49K
$2.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-202- 28.69% |
$8.59K - $8.83K
|
502
$22.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-94- 1.77% |
$4K - $4.11K
|
5.21K
$232K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
6.45K+ 46.91% |
$274K - $282K
|
20.2K
$900K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.3K- 60.03% |
$439K - $452K
|
6.88K
$307K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-124- 2.17% |
$5.27K - $5.42K
|
5.6K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-16K- 16.7% |
$679K - $698K
|
79.6K
$3.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-31.1K- 59.4% |
$1.32M - $1.36M
|
21.3K
$947K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-256Closed |
$10.9K - $11.2K
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.11K+ 2.65% |
$89.6K - $92.1K
|
81.5K
$3.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
49New |
$2.08K - $2.14K
|
49
$2.18K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
133+ 2.78% |
$5.65K - $5.81K
|
4.92K
$219K
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-9.57KClosed |
$405K - $419K
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
440+ 8.94% |
$18.6K - $19.3K
|
5.36K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.65KNew |
$281K - $291K
|
6.65K
$296K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.79K- 46.97% |
$203K - $210K
|
5.41K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-440- 0.98% |
$18.6K - $19.3K
|
44.5K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-92- 1.29% |
$3.9K - $4.03K
|
7.06K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.24K- 76.38% |
$137K - $142K
|
1K
$44.7K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.64K- 41.5% |
$154K - $160K
|
5.13K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.05K- 0.41% |
$44.4K - $45.9K
|
255K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-42K- 98.76% |
$1.78M - $1.84M
|
528
$23.5K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
199New |
$8.43K - $8.72K
|
199
$8.87K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44K+ 11.03% |
$1.87M - $1.93M
|
443K
$19.7M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 12.5% |
$42.4 - $43.8
|
9
$401
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
10New |
$424 - $438
|
10
$446
|
|