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 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-31.1K- 59.4% |
$1.32M - $1.36M
|
21.3K
$925K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-16K- 16.7% |
$679K - $698K
|
79.6K
$3.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.3K- 60.03% |
$439K - $452K
|
6.88K
$299K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.74K- 8.42% |
$74K - $76.1K
|
18.9K
$824K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-670- 7.01% |
$28.5K - $29.3K
|
8.89K
$387K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-256Closed |
$10.9K - $11.2K
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-202- 28.69% |
$8.59K - $8.83K
|
502
$21.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-124- 2.17% |
$5.27K - $5.42K
|
5.6K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-94- 1.77% |
$4K - $4.11K
|
5.21K
$227K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-534K- 56.66% |
$22.6M - $23.4M
|
408K
$17.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-427K- 38.98% |
$18.1M - $18.7M
|
668K
$29.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-423K- 49.19% |
$17.9M - $18.5M
|
437K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-251K- 22.99% |
$10.6M - $11M
|
840K
$36.5M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-109K- 23.24% |
$4.6M - $4.76M
|
359K
$15.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70.8K- 5.42% |
$3M - $3.1M
|
1.24M
$53.8M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-51.8K- 7.23% |
$2.2M - $2.27M
|
665K
$28.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-42.5K- 94.65% |
$1.8M - $1.86M
|
2.4K
$105K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-42K- 98.76% |
$1.78M - $1.84M
|
528
$23K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.6K- 7.22% |
$1.63M - $1.69M
|
496K
$21.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-29.8K- 35.49% |
$1.26M - $1.31M
|
54.2K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.4K- 0.88% |
$1.08M - $1.11M
|
2.85M
$124M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.1K- 58.16% |
$767K - $793K
|
13K
$567K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-11.2K- 15.18% |
$476K - $492K
|
62.7K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-10.8K- 53.41% |
$458K - $474K
|
9.44K
$411K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.8K- 3.91% |
$457K - $473K
|
266K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-10.6K- 21.4% |
$451K - $466K
|
39.1K
$1.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-9.58K- 9.26% |
$406K - $420K
|
93.9K
$4.09M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-9.57KClosed |
$405K - $419K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.47K- 21.74% |
$401K - $415K
|
34.1K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.3K- 62.84% |
$352K - $363K
|
4.91K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.92K- 12.42% |
$335K - $347K
|
55.8K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.39K- 8.76% |
$271K - $280K
|
66.6K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-6.24K- 53.16% |
$264K - $273K
|
5.5K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.12K- 23.92% |
$259K - $268K
|
19.5K
$847K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.98K- 6.12% |
$253K - $262K
|
91.6K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.96K- 24.96% |
$252K - $261K
|
17.9K
$779K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.79K- 46.97% |
$203K - $210K
|
5.41K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.74K- 36.01% |
$201K - $208K
|
8.43K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.64K- 41.5% |
$154K - $160K
|
5.13K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.49K- 20.23% |
$148K - $153K
|
13.8K
$599K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.24K- 76.38% |
$137K - $142K
|
1K
$43.6K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.15K- 4.79% |
$133K - $138K
|
62.6K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.86K- 2.09% |
$121K - $125K
|
134K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.13K- 2.75% |
$90.2K - $93.3K
|
75.4K
$3.28M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.04K- 2.94% |
$86.6K - $89.5K
|
67.5K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.93K- 20.43% |
$81.6K - $84.4K
|
7.51K
$327K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.61K- 16.92% |
$68.2K - $70.5K
|
7.9K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.61K- 4.67% |
$68K - $70.3K
|
32.8K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 4.72% |
$68K - $70.3K
|
32.4K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.6K- 1.37% |
$67.8K - $70.1K
|
115K
$5M
|
|