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 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
11+ 0.17% |
$471 - $486
|
6.37K
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
300New |
$12.8K - $13.3K
|
300
$12.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
46+ 0.8% |
$1.97K - $2.03K
|
5.82K
$248K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
33New |
$1.41K - $1.46K
|
33
$1.41K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.24KNew |
$224K - $232K
|
5.24K
$224K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
137New |
$5.86K - $6.05K
|
137
$5.85K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.18K- 8.35% |
$93.4K - $96.4K
|
23.9K
$1.02M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.1KNew |
$1.66M - $1.74M
|
39.1K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
40+ 7.26% |
$1.7K - $1.78K
|
591
$25.2K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
700+ 0.82% |
$29.7K - $31.2K
|
86.3K
$3.68M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
27.3KNew |
$1.16M - $1.21M
|
27.3K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
70New |
$2.97K - $3.12K
|
70
$2.99K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-896- 2.72% |
$38K - $39.9K
|
32K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11- 32.35% |
$467 - $490
|
23
$981
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
298New |
$12.6K - $13.3K
|
298
$12.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 72.73% |
$17K - $17.8K
|
150
$6.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
126New |
$5.35K - $5.61K
|
126
$5.38K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-115- 32.76% |
$4.88K - $5.12K
|
236
$10.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-347- 0.63% |
$14.7K - $15.4K
|
54.6K
$2.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.15K- 74.38% |
$48.7K - $51.1K
|
395
$16.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
486+ 9.02% |
$20.6K - $21.6K
|
5.88K
$251K
|
|
| Q4 2022 | |||||||
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-335Closed |
$13.7K - $14.7K
|
0
$0
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.84KNew |
$198K - $213K
|
4.84K
$206K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.96K- 5.27% |
$203K - $218K
|
89.2K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8- 0.91% |
$328 - $352
|
870
$37.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
185+ 100.0% |
$7.59K - $8.13K
|
370
$15.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.75K- 8.76% |
$113K - $121K
|
28.6K
$1.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
5.1KNew |
$209K - $224K
|
5.1K
$218K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-751- 15.79% |
$30.8K - $33K
|
4.01K
$171K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
194New |
$7.95K - $8.53K
|
194
$8.28K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
734+ 764.58% |
$30.1K - $32.3K
|
830
$35.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27New |
$1.11K - $1.19K
|
27
$1.15K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7- 3.37% |
$287 - $308
|
201
$8.58K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-49KClosed |
$2.01M - $2.16M
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 19.85% |
$506K - $543K
|
74.5K
$3.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
56New |
$2.3K - $2.46K
|
56
$2.39K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
386+ 7.27% |
$15.8K - $17K
|
5.7K
$243K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.07K+ 0.69% |
$44K - $47.1K
|
156K
$6.65M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7.87KNew |
$323K - $346K
|
7.87K
$336K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 18.26% |
$46.9K - $50.3K
|
5.12K
$218K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-772- 11.84% |
$31.7K - $33.9K
|
5.75K
$245K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.44K+ 3.5% |
$59K - $63.3K
|
42.5K
$1.81M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
41+ 0.84% |
$1.68K - $1.8K
|
4.92K
$210K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-6- 0.01% |
$246 - $264
|
67.3K
$2.87M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.49KNew |
$61K - $65.4K
|
1.49K
$63.5K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-7.34K- 18.18% |
$301K - $323K
|
33K
$1.41M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-19Closed |
$796 - $877
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-209- 2.91% |
$8.76K - $9.65K
|
6.98K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-16K- 38.86% |
$671K - $738K
|
25.2K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10.8K+ 3.73% |
$453K - $499K
|
301K
$12.8M
|
|