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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.62% |
$41.5 - $43.4
|
163
$7.26K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
746New |
$30.9K - $32.4K
|
746
$33.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.48KNew |
$61.3K - $64.2K
|
1.48K
$65.9K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-30K- 23.32% |
$1.24M - $1.3M
|
98.6K
$4.39M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-163- 3.22% |
$6.76K - $7.08K
|
4.9K
$218K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
670New |
$27.8K - $29.1K
|
670
$29.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-128- 8.93% |
$5.31K - $5.56K
|
1.31K
$58.2K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
462New |
$19.8K - $20.4K
|
462
$20.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
252New |
$10.8K - $11.1K
|
252
$11.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
11+ 0.17% |
$471 - $486
|
6.37K
$284K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
300New |
$12.8K - $13.3K
|
300
$13.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
46+ 0.8% |
$1.97K - $2.03K
|
5.82K
$259K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
33New |
$1.41K - $1.46K
|
33
$1.47K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.24KNew |
$224K - $232K
|
5.24K
$234K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.18K- 8.35% |
$93.4K - $96.4K
|
23.9K
$1.07M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.1KNew |
$1.66M - $1.74M
|
39.1K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
40+ 7.26% |
$1.7K - $1.78K
|
591
$26.3K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
700+ 0.82% |
$29.7K - $31.2K
|
86.3K
$3.84M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
27.3KNew |
$1.16M - $1.21M
|
27.3K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
70New |
$2.97K - $3.12K
|
70
$3.12K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-896- 2.72% |
$38K - $39.9K
|
32K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11- 32.35% |
$467 - $490
|
23
$1.02K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
298New |
$12.6K - $13.3K
|
298
$13.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 72.73% |
$17K - $17.8K
|
150
$6.68K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
126New |
$5.35K - $5.61K
|
126
$5.61K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-115- 32.76% |
$4.88K - $5.12K
|
236
$10.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-347- 0.63% |
$14.7K - $15.4K
|
54.6K
$2.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.15K- 74.38% |
$48.7K - $51.1K
|
395
$17.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
486+ 9.02% |
$20.6K - $21.6K
|
5.88K
$262K
|
|
| 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
$216K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.96K- 5.27% |
$203K - $218K
|
89.2K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8- 0.91% |
$328 - $352
|
870
$38.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.75K- 8.76% |
$113K - $121K
|
28.6K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
185+ 100.0% |
$7.59K - $8.13K
|
370
$16.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
5.1KNew |
$209K - $224K
|
5.1K
$227K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-751- 15.79% |
$30.8K - $33K
|
4.01K
$178K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
194New |
$7.95K - $8.53K
|
194
$8.64K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7- 3.37% |
$287 - $308
|
201
$8.95K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27New |
$1.11K - $1.19K
|
27
$1.2K
|
|
|
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
$3.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
56New |
$2.3K - $2.46K
|
56
$2.49K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.07K+ 0.69% |
$44K - $47.1K
|
156K
$6.94M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
386+ 7.27% |
$15.8K - $17K
|
5.7K
$254K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7.87KNew |
$323K - $346K
|
7.87K
$351K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 18.26% |
$46.9K - $50.3K
|
5.12K
$228K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-772- 11.84% |
$31.7K - $33.9K
|
5.75K
$256K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.44K+ 3.5% |
$59K - $63.3K
|
42.5K
$1.89M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-6- 0.01% |
$246 - $264
|
67.3K
$3M
|
|