Latest Institutional Purchases of Wisdomtree Yield Enhanced U.S. (AGGY)
This list provides information on the latest institutional transactions involving Wisdomtree Yield Enhanced U.S. (AGGY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.36K+ 8.24% |
$57.5K - $59.4K
|
17.8K
$775K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
1.17K+ 14.39% |
$49.5K - $51.2K
|
9.28K
$404K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.07K+ 3.6% |
$45.2K - $46.8K
|
30.7K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
701+ 2.14% |
$29.7K - $30.7K
|
33.5K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
701+ 4.19% |
$29.7K - $30.7K
|
17.4K
$758K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
603+ 5.64% |
$25.5K - $26.4K
|
11.3K
$492K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
581+ 3.72% |
$24.6K - $25.4K
|
16.2K
$705K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
558+ 0.27% |
$23.6K - $24.4K
|
207K
$9M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
510+ 10.16% |
$21.6K - $22.3K
|
5.53K
$241K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
440+ 8.94% |
$18.6K - $19.3K
|
5.36K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
435+ 6.62% |
$18.4K - $19.1K
|
7K
$305K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
396+ 77.19% |
$16.8K - $17.3K
|
909
$39.6K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
338+ 1.17% |
$14.3K - $14.8K
|
29.2K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
320New |
$13.6K - $14K
|
320
$13.9K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
267+ 25.14% |
$11.3K - $11.7K
|
1.33K
$57.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
201New |
$8.51K - $8.8K
|
201
$8.75K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
200New |
$8.47K - $8.76K
|
200
$8.7K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
199New |
$8.43K - $8.72K
|
199
$8.66K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
176+ 1.58% |
$7.46K - $7.71K
|
11.3K
$493K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
169+ 1.3% |
$7.16K - $7.4K
|
13.2K
$574K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
159+ 1.86% |
$6.74K - $6.96K
|
8.73K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
150New |
$6.35K - $6.57K
|
150
$6.53K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
147+ 1.15% |
$6.23K - $6.44K
|
13K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90+ 1.44% |
$3.81K - $3.94K
|
6.35K
$276K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
58+ 1.14% |
$2.46K - $2.54K
|
5.15K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
57+ 3.38% |
$2.41K - $2.5K
|
1.74K
$75.8K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
39New |
$1.65K - $1.71K
|
39
$1.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
30+ 0.06% |
$1.27K - $1.31K
|
48.9K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
10New |
$424 - $438
|
10
$435
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 1.1% |
$127 - $131
|
275
$12K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 12.5% |
$42.4 - $43.8
|
9
$392
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
78.7KNew |
$3.37M - $3.53M
|
78.7K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
33K+ 8.89% |
$1.41M - $1.48M
|
404K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$864K - $907K
|
20.2K
$879K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
16.9KNew |
$724K - $759K
|
16.9K
$736K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.5KNew |
$621K - $651K
|
14.5K
$631K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.8KNew |
$504K - $529K
|
11.8K
$512K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.34K+ 12.51% |
$400K - $419K
|
84K
$3.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.07KNew |
$388K - $407K
|
9.07K
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.89KNew |
$252K - $265K
|
5.89K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
5.83K+ 2.3% |
$250K - $262K
|
259K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.97K+ 31.02% |
$213K - $223K
|
21K
$913K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.7KNew |
$201K - $211K
|
4.7K
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.14K+ 361.57% |
$177K - $186K
|
5.29K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.35KNew |
$57.7K - $60.6K
|
1.35K
$58.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 0.44% |
$85.6 - $89.8
|
461
$20.1K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.2K+ 30.44% |
$1.72M - $1.81M
|
172K
$7.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.62KNew |
$197K - $209K
|
4.62K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.32KNew |
$99.2K - $105K
|
2.32K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.83K+ 3.21% |
$78.4K - $82.8K
|
59K
$2.57M
|
|