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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.36K- 18.65% |
$57.8K - $59.7K
|
5.95K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.33K- 16.64% |
$56.1K - $58K
|
6.64K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.05K- 0.41% |
$44.4K - $45.9K
|
255K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02KClosed |
$43.3K - $44.8K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-979- 18.02% |
$41.5K - $42.9K
|
4.46K
$194K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-791- 10.14% |
$33.5K - $34.6K
|
7.01K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-781- 7.89% |
$33.1K - $34.2K
|
9.12K
$397K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-739- 1.9% |
$31.3K - $32.4K
|
38.1K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-683- 67.29% |
$28.9K - $29.9K
|
332
$14.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-636- 7.36% |
$26.9K - $27.9K
|
8K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-624- 0.3% |
$26.4K - $27.3K
|
210K
$9.15M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-560- 2.09% |
$23.7K - $24.5K
|
26.3K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-527- 27.29% |
$22.3K - $23.1K
|
1.4K
$61.1K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-440- 0.98% |
$18.6K - $19.3K
|
44.5K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-323- 0.15% |
$13.7K - $14.1K
|
221K
$9.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-308- 2.51% |
$13K - $13.5K
|
12K
$520K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-300- 5.72% |
$12.7K - $13.1K
|
4.94K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-182- 5.14% |
$7.71K - $7.97K
|
3.36K
$146K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-151- 1.2% |
$6.4K - $6.61K
|
12.4K
$541K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-126- 37.84% |
$5.34K - $5.52K
|
207
$9.01K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-92- 1.29% |
$3.9K - $4.03K
|
7.06K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-68- 0.88% |
$2.88K - $2.98K
|
7.65K
$333K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-68- 0.66% |
$2.88K - $2.98K
|
10.2K
$443K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-40- 3.09% |
$1.69K - $1.75K
|
1.25K
$54.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-20- 7.09% |
$847 - $876
|
262
$11.4K
|
|
| Q4 2024 | |||||||
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-882- 11.42% |
$37.7K - $39.6K
|
6.84K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-283- 2.71% |
$12.1K - $12.7K
|
10.2K
$443K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-67- 2.14% |
$2.87K - $3.01K
|
3.06K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-18- 0.13% |
$770 - $808
|
14K
$610K
|
|
|
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
$113K
|
|
| Q3 2024 | |||||||
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11KClosed |
$469K - $495K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.72K- 9.79% |
$202K - $213K
|
43.5K
$1.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 26.54% |
$71.8K - $75.9K
|
4.65K
$202K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-781- 14.71% |
$33.4K - $35.3K
|
4.53K
$197K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-365- 73.0% |
$15.6K - $16.5K
|
135
$5.87K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26- 3.3% |
$1.11K - $1.17K
|
762
$33.2K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.2K- 37.76% |
$92.6K - $95.6K
|
3.63K
$158K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.44K- 15.43% |
$60.7K - $62.6K
|
7.9K
$344K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-725- 17.99% |
$30.5K - $31.5K
|
3.31K
$144K
|
|
|
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
$1.39K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-550K- 98.49% |
$23.6M - $24.2M
|
8.44K
$367K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-13K- 11.43% |
$558K - $571K
|
101K
$4.38M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.3K- 59.94% |
$486K - $497K
|
7.55K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.25K- 23.88% |
$355K - $363K
|
26.3K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.16K- 94.74% |
$92.8K - $95K
|
120
$5.22K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-398Closed |
$17.1K - $17.5K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-287- 23.62% |
$12.3K - $12.6K
|
928
$40.4K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-186- 5.6% |
$7.99K - $8.18K
|
3.14K
$137K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-119- 19.22% |
$5.11K - $5.23K
|
500
$21.8K
|
|