Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.07M- 99.55% |
$45M - $46.4M
|
4.88K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-165K- 72.8% |
$6.95M - $7.17M
|
61.7K
$2.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-158K- 96.75% |
$6.64M - $6.86M
|
5.31K
$238K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-62.5K- 7.67% |
$2.63M - $2.72M
|
752K
$33.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-41.6K- 4.71% |
$1.75M - $1.81M
|
841K
$37.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-32K- 2.75% |
$1.35M - $1.39M
|
1.13M
$50.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.3K- 3.32% |
$769K - $794K
|
532K
$23.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-17.5K- 2.92% |
$739K - $762K
|
582K
$26.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.6K- 10.7% |
$531K - $548K
|
105K
$4.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.99K- 5.51% |
$252K - $260K
|
103K
$4.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.5K- 8.65% |
$231K - $239K
|
58K
$2.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.76K- 0.39% |
$201K - $207K
|
1.22M
$54.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.39K- 3.52% |
$185K - $190K
|
120K
$5.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.43K- 2.7% |
$144K - $149K
|
124K
$5.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.54K- 46.65% |
$107K - $110K
|
2.91K
$130K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.2K- 37.76% |
$92.6K - $95.6K
|
3.63K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 26.04% |
$74.9K - $77.3K
|
5.05K
$227K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.72K- 13.74% |
$72.4K - $74.7K
|
10.8K
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.61K- 2.74% |
$67.7K - $69.9K
|
57.2K
$2.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.6K- 58.29% |
$67.4K - $69.5K
|
1.15K
$51.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.52K- 5.74% |
$63.8K - $65.8K
|
24.9K
$1.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.44K- 15.43% |
$60.7K - $62.6K
|
7.9K
$354K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.43K- 10.89% |
$60.2K - $62.1K
|
11.7K
$525K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.32K- 11.1% |
$55.6K - $57.4K
|
10.6K
$475K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.32K- 16.04% |
$55.6K - $57.3K
|
6.91K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 34.53% |
$48.7K - $50.2K
|
2.19K
$98.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 2.24% |
$46.6K - $48K
|
48.2K
$2.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.03K- 9.95% |
$43.5K - $44.9K
|
9.35K
$420K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.03K- 2.02% |
$43.2K - $44.5K
|
49.7K
$2.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-992- 7.88% |
$41.8K - $43.1K
|
11.6K
$521K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-725- 17.99% |
$30.5K - $31.5K
|
3.31K
$148K
|
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-633- 2.28% |
$26.6K - $27.5K
|
27.2K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-569- 10.69% |
$24K - $24.7K
|
4.75K
$213K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-539- 4.2% |
$22.7K - $23.4K
|
12.3K
$552K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-470- 0.93% |
$19.8K - $20.4K
|
50.2K
$2.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-450- 5.55% |
$18.9K - $19.5K
|
7.66K
$344K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-431- 55.97% |
$18.1K - $18.7K
|
339
$15.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-395- 1.76% |
$16.6K - $17.2K
|
22.1K
$993K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-172- 0.24% |
$7.24K - $7.47K
|
70.8K
$3.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-166- 17.4% |
$6.99K - $7.21K
|
788
$35.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-121- 1.28% |
$5.09K - $5.26K
|
9.32K
$419K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-99- 0.92% |
$4.17K - $4.3K
|
10.7K
$479K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-55- 0.52% |
$2.32K - $2.39K
|
10.5K
$469K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-16Closed |
$674 - $695
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-15- 31.91% |
$632 - $652
|
32
$1.44K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9- 0.07% |
$379 - $391
|
13.6K
$613K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-550K- 98.49% |
$23.6M - $24.2M
|
8.44K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43.3K- 99.08% |
$1.86M - $1.91M
|
403
$18.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-13K- 11.43% |
$558K - $571K
|
101K
$4.51M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.3K- 59.94% |
$486K - $497K
|
7.55K
$339K
|
|