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 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-13K- 11.43% |
$558K - $571K
|
101K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.3K- 59.94% |
$486K - $497K
|
7.55K
$324K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.25K- 23.88% |
$355K - $363K
|
26.3K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.16K- 94.74% |
$92.8K - $95K
|
120
$5.15K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-746- 5.05% |
$32.1K - $32.8K
|
14K
$602K
|
|
|
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
$39.8K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-199- 95.22% |
$8.55K - $8.75K
|
10
$429
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-186- 5.6% |
$7.99K - $8.18K
|
3.14K
$135K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-119- 19.22% |
$5.11K - $5.23K
|
500
$21.5K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-52- 18.98% |
$2.23K - $2.29K
|
222
$9.53K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.11K- 99.75% |
$208K - $226K
|
13
$558
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.46K- 23.83% |
$59.3K - $64.5K
|
4.66K
$200K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-713- 63.27% |
$29K - $31.5K
|
414
$17.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-629- 5.9% |
$25.6K - $27.8K
|
10K
$430K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-451- 7.33% |
$18.3K - $19.9K
|
5.7K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-220- 4.44% |
$8.95K - $9.73K
|
4.73K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-153- 2.45% |
$6.22K - $6.76K
|
6.09K
$261K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-30K- 23.32% |
$1.24M - $1.3M
|
98.6K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-864- 14.43% |
$35.8K - $37.5K
|
5.12K
$220K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-163- 3.22% |
$6.76K - $7.08K
|
4.9K
$210K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-128- 8.93% |
$5.31K - $5.56K
|
1.31K
$56.1K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-79- 1.19% |
$3.27K - $3.43K
|
6.55K
$281K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.18K- 8.35% |
$93.4K - $96.4K
|
23.9K
$1.03M
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.15K- 74.38% |
$48.7K - $51.1K
|
395
$17K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-896- 2.72% |
$38K - $39.9K
|
32K
$1.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 72.73% |
$17K - $17.8K
|
150
$6.44K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-347- 0.63% |
$14.7K - $15.4K
|
54.6K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-131- 0.92% |
$5.56K - $5.83K
|
14K
$603K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-115- 32.76% |
$4.88K - $5.12K
|
236
$10.1K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11- 32.35% |
$467 - $490
|
23
$987
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-49KClosed |
$2.01M - $2.16M
|
0
$0
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-7.34K- 18.18% |
$301K - $323K
|
33K
$1.42M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.96K- 5.27% |
$203K - $218K
|
89.2K
$3.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.75K- 8.76% |
$113K - $121K
|
28.6K
$1.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 18.26% |
$46.9K - $50.3K
|
5.12K
$220K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-772- 11.84% |
$31.7K - $33.9K
|
5.75K
$247K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-751- 15.79% |
$30.8K - $33K
|
4.01K
$172K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-335Closed |
$13.7K - $14.7K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8- 0.91% |
$328 - $352
|
870
$37.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7- 3.37% |
$287 - $308
|
201
$8.63K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-6- 0.01% |
$246 - $264
|
67.3K
$2.89M
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-76.6K- 46.39% |
$3.21M - $3.54M
|
88.6K
$3.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-16K- 38.86% |
$671K - $738K
|
25.2K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-209- 2.91% |
$8.76K - $9.65K
|
6.98K
$300K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-93- 80.87% |
$3.9K - $4.29K
|
22
$944
|
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-36- 9.23% |
$1.51K - $1.66K
|
354
$15.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25- 5.07% |
$1.05K - $1.15K
|
468
$20.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-19Closed |
$796 - $877
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-454KClosed |
$19.8M - $21.7M
|
0
$0
|
|