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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-82.9K- 46.17% |
$3.55M - $3.72M
|
96.7K
$4.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-80.3K- 87.25% |
$3.44M - $3.61M
|
11.7K
$504K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-53.7K- 99.89% |
$2.3M - $2.41M
|
57
$2.45K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-25.5K- 3.43% |
$1.09M - $1.14M
|
717K
$30.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.1K- 7.87% |
$432K - $454K
|
118K
$5.08M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.36K- 30.94% |
$272K - $285K
|
14.2K
$609K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.15K- 6.55% |
$135K - $141K
|
44.9K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.5K- 3.66% |
$107K - $112K
|
65.8K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.2K- 13.3% |
$51.2K - $53.7K
|
7.8K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-882- 11.42% |
$37.7K - $39.6K
|
6.84K
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-861- 11.61% |
$36.8K - $38.7K
|
6.55K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-450- 2.12% |
$19.3K - $20.2K
|
20.8K
$892K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-444- 4.49% |
$19K - $19.9K
|
9.43K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-373- 1.69% |
$16K - $16.7K
|
21.7K
$930K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-286- 1.05% |
$12.2K - $12.8K
|
26.8K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-114- 1.71% |
$4.88K - $5.12K
|
6.57K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-67- 2.14% |
$2.87K - $3.01K
|
3.06K
$131K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-61- 0.49% |
$2.61K - $2.74K
|
12.3K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.04% |
$42.8 - $44.9
|
2.6K
$112K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1- 0.01% |
$42.8 - $44.9
|
10.7K
$459K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-179K- 82.44% |
$7.67M - $8.1M
|
38.2K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-54.6K- 4.49% |
$2.34M - $2.47M
|
1.16M
$49.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35.2K- 85.71% |
$1.5M - $1.59M
|
5.86K
$252K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.7K- 23.51% |
$843K - $890K
|
64.1K
$2.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.4K- 3.09% |
$703K - $742K
|
515K
$22.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14K- 40.37% |
$600K - $634K
|
20.7K
$890K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.8K- 27.48% |
$547K - $577K
|
33.7K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.93K- 16.73% |
$253K - $268K
|
29.5K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.72K- 9.79% |
$202K - $213K
|
43.5K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-2.74K- 35.72% |
$117K - $124K
|
4.92K
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.18K- 2.12% |
$93K - $98.2K
|
100K
$4.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.12K- 28.44% |
$90.5K - $95.6K
|
5.33K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.76K- 2.41% |
$75K - $79.3K
|
71.1K
$3.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 26.54% |
$71.8K - $75.9K
|
4.65K
$200K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.31K- 1.85% |
$56.1K - $59.3K
|
69.5K
$2.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-781- 14.71% |
$33.4K - $35.3K
|
4.53K
$194K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-637- 65.94% |
$27.2K - $28.8K
|
329
$14.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-597- 7.8% |
$25.5K - $27K
|
7.06K
$303K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-443- 48.57% |
$18.9K - $20K
|
469
$20.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-398- 13.7% |
$17K - $18K
|
2.51K
$108K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-365- 73.0% |
$15.6K - $16.5K
|
135
$5.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-219- 2.99% |
$9.36K - $9.89K
|
7.1K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-190- 1.73% |
$8.12K - $8.58K
|
10.8K
$463K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-113- 3.77% |
$4.83K - $5.1K
|
2.88K
$124K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-37- 0.35% |
$1.58K - $1.67K
|
10.5K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-31- 9.14% |
$1.33K - $1.4K
|
308
$13.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26- 3.3% |
$1.11K - $1.17K
|
762
$32.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18- 0.12% |
$770 - $813
|
15.4K
$662K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-15- 0.28% |
$641 - $677
|
5.27K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$42.8 - $45.2
|
11.6K
$498K
|
|