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 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.1KClosed |
$55.9K - $58.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-404Closed |
$20.6K - $21.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16KClosed |
$818K - $858K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-7.39KClosed |
$378K - $396K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-699KClosed |
$35.7M - $37.5M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-449Closed |
$22.9K - $24.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-119Closed |
$6.08K - $6.38K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.74KClosed |
$191K - $200K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-41.8KClosed |
$2.13M - $2.24M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-1.1KClosed |
$58.5K - $59.2K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-351Closed |
$18.7K - $18.9K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.92KClosed |
$209K - $212K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-88.7KClosed |
$4.73M - $4.79M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.38KClosed |
$233K - $236K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26.2KClosed |
$1.4M - $1.42M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.98KClosed |
$105K - $107K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.02KClosed |
$108K - $109K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
3.8KNew |
$203K - $205K
|
3.8K
$164K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-7- 0.17% |
$376 - $383
|
4.11K
$177K
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.81KClosed |
$151K - $154K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Empirical Finance, LLC
|
BUY
|
- |
23.7KNew |
$1.27M - $1.3M
|
23.7K
$1.02M
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-346- 5.98% |
$17.8K - $18.6K
|
5.44K
$234K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-16Closed |
$824 - $861
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.05KClosed |
$157K - $164K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-9.65KClosed |
$497K - $519K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-30Closed |
$1.55K - $1.61K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-12.1KClosed |
$623K - $651K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-200Closed |
$10.3K - $10.8K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-41Closed |
$2.11K - $2.21K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-52Closed |
$2.68K - $2.8K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-17KClosed |
$877K - $916K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Country Trust Bank
|
SELL
|
- |
-370Closed |
$19.1K - $19.9K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-5.78KClosed |
$298K - $311K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.06KNew |
$106K - $111K
|
2.06K
$88.6K
|
|
| Q1 2020 | |||||||
|
Sep 23, 2021
Q1 2020
|
Systelligence, LLC
|
SELL
|
- |
-297KClosed |
$14M - $16.2M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-652Closed |
$30.8K - $35.6K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-31.9KClosed |
$1.51M - $1.74M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4KClosed |
$188K - $218K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.68KClosed |
$268K - $310K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-4.46KClosed |
$211K - $244K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
988+ 2.53% |
$46.6K - $53.9K
|
40K
$1.72M
|
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-12.2KClosed |
$577K - $667K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-136Closed |
$6.42K - $7.42K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-74.1KClosed |
$3.5M - $4.04M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 08, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-42.5KClosed |
$2.2M - $2.24M
|
0
$0
|
|
|
Sep 04, 2020
Q4 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-10.9KClosed |
$566K - $576K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.7KNew |
$88K - $89.6K
|
1.7K
$73.2K
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-723- 90.83% |
$37.4K - $38.1K
|
73
$3.14K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.29KClosed |
$222K - $225K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 31, 2019
Q2 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-53Closed |
N/A
|
0
$0
|
|