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 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-829K- 88.04% |
$35.3M - $36.2M
|
113K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-664K- 23.34% |
$28.2M - $29M
|
2.18M
$97.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-159K- 41.8% |
$6.75M - $6.94M
|
221K
$9.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-101K- 20.35% |
$4.29M - $4.41M
|
395K
$17.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-84.3K- 92.04% |
$3.59M - $3.69M
|
7.29K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-47.1K- 58.14% |
$2M - $2.06M
|
33.9K
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-31.1K- 59.4% |
$1.32M - $1.36M
|
21.3K
$947K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-30.4K- 4.57% |
$1.29M - $1.33M
|
635K
$28.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-29.5K- 61.17% |
$1.26M - $1.29M
|
18.8K
$835K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-25.5K- 3.9% |
$1.08M - $1.11M
|
628K
$28M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-22.9K- 14.23% |
$973K - $1M
|
138K
$6.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-16K- 16.7% |
$679K - $698K
|
79.6K
$3.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.1K- 5.69% |
$642K - $660K
|
250K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.7K- 4.11% |
$627K - $644K
|
344K
$15.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-12.8K- 45.98% |
$546K - $561K
|
15.1K
$672K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.8K- 1.91% |
$542K - $557K
|
656K
$29.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.7K- 0.94% |
$496K - $510K
|
1.22M
$54.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.3K- 60.03% |
$439K - $452K
|
6.88K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.2K- 9.67% |
$435K - $447K
|
95.6K
$4.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.49K- 4.57% |
$403K - $415K
|
198K
$8.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-9.44K- 15.06% |
$401K - $413K
|
53.3K
$2.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.41K- 6.45% |
$315K - $324K
|
107K
$4.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.2K- 24.45% |
$264K - $271K
|
19.2K
$854K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.63K- 2.01% |
$239K - $246K
|
275K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.01K- 5.97% |
$213K - $219K
|
78.8K
$3.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.08K- 10.69% |
$173K - $178K
|
34.1K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.83K- 19.66% |
$163K - $167K
|
15.6K
$696K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.68K- 5.52% |
$156K - $161K
|
62.9K
$2.8M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-3.62K- 5.36% |
$154K - $158K
|
63.9K
$2.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.41K- 24.78% |
$145K - $149K
|
10.4K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.24K- 2.41% |
$138K - $142K
|
131K
$5.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.18K- 8.14% |
$135K - $139K
|
35.9K
$1.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-3.04K- 9.81% |
$129K - $133K
|
28K
$1.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.48K- 0.21% |
$105K - $108K
|
1.18M
$52.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.3K- 27.31% |
$97.9K - $101K
|
6.13K
$273K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.95K- 10.88% |
$82.9K - $85.2K
|
16K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.74K- 8.42% |
$74K - $76.1K
|
18.9K
$844K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 0.19% |
$71.4K - $73.4K
|
860K
$38.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.67K- 3.08% |
$70.9K - $72.9K
|
52.5K
$2.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.24K- 7.13% |
$52.8K - $54.3K
|
16.2K
$721K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.24K- 15.71% |
$52.8K - $54.2K
|
6.66K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-988- 1.31% |
$42K - $43.2K
|
74.4K
$3.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-985- 0.63% |
$41.9K - $43K
|
156K
$6.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-876- 3.0% |
$37.2K - $38.3K
|
28.3K
$1.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-866- 15.67% |
$36.8K - $37.8K
|
4.66K
$208K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-700- 1.43% |
$29.8K - $30.6K
|
48.2K
$2.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-670- 7.01% |
$28.5K - $29.3K
|
8.89K
$396K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-615- 7.04% |
$26.1K - $26.9K
|
8.12K
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-573- 8.63% |
$24.4K - $25K
|
6.07K
$270K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-479- 3.68% |
$20.4K - $20.9K
|
12.5K
$559K
|