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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
606+ 12.75% |
$25.9K - $27.4K
|
5.36K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
334New |
$14.3K - $15.1K
|
334
$14.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
334New |
$14.3K - $15.1K
|
334
$14.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
313New |
$13.4K - $14.1K
|
313
$13.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
229+ 43.45% |
$9.79K - $10.3K
|
756
$32.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
156New |
$6.67K - $7.04K
|
156
$6.79K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
77New |
$3.29K - $3.48K
|
77
$3.35K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
73New |
$3.12K - $3.3K
|
73
$3.18K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32New |
$1.37K - $1.45K
|
32
$1.39K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11New |
$470 - $497
|
11
$479
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5.72KNew |
$241K - $248K
|
5.72K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.06KNew |
$213K - $220K
|
5.06K
$220K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.98KNew |
$210K - $216K
|
4.98K
$217K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.64K+ 5.95% |
$69.1K - $71.3K
|
29.2K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
397+ 0.57% |
$16.7K - $17.2K
|
70.1K
$3.05M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
338New |
$14.2K - $14.7K
|
338
$14.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
73New |
$3.07K - $3.17K
|
73
$3.18K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10New |
$421 - $434
|
10
$435
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.5K+ 52.63% |
$709K - $726K
|
47.9K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.9KNew |
$254K - $260K
|
5.9K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.27K+ 8.03% |
$54.5K - $55.8K
|
17.1K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.21K+ 6.77% |
$51.8K - $53K
|
19K
$827K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
774New |
$33.3K - $34K
|
774
$33.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
225+ 1.8% |
$9.67K - $9.9K
|
12.7K
$555K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
218New |
$9.37K - $9.59K
|
218
$9.49K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100New |
$4.3K - $4.4K
|
100
$4.35K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20New |
$860 - $880
|
20
$870
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
62KNew |
$2.52M - $2.74M
|
62K
$2.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
13.9KNew |
$567K - $616K
|
13.9K
$606K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10.4K+ 13.65% |
$424K - $461K
|
86.9K
$3.78M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6.04K+ 43.86% |
$246K - $267K
|
19.8K
$862K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.2KNew |
$212K - $230K
|
5.2K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81+ 1620.0% |
$3.29K - $3.58K
|
86
$3.74K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
44.9K+ 114.97% |
$1.86M - $1.95M
|
83.9K
$3.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.48KNew |
$61.3K - $64.2K
|
1.48K
$64.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
746New |
$30.9K - $32.4K
|
746
$32.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
670New |
$27.8K - $29.1K
|
670
$29.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6New |
$249 - $260
|
6
$261
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.04% |
$166 - $174
|
9.03K
$393K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.62% |
$41.5 - $43.4
|
163
$7.09K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.24KNew |
$224K - $232K
|
5.24K
$228K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
462New |
$19.8K - $20.4K
|
462
$20.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
300New |
$12.8K - $13.3K
|
300
$13.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
252New |
$10.8K - $11.1K
|
252
$11K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
137New |
$5.86K - $6.05K
|
137
$5.96K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
46+ 0.8% |
$1.97K - $2.03K
|
5.82K
$253K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
33New |
$1.41K - $1.46K
|
33
$1.44K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
11+ 0.17% |
$471 - $486
|
6.37K
$277K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.1KNew |
$1.66M - $1.74M
|
39.1K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
27.3KNew |
$1.16M - $1.21M
|
27.3K
$1.19M
|
|