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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-276KClosed |
$12M - $13.2M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-180KClosed |
$7.87M - $8.64M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-156K- 97.2% |
$6.78M - $7.45M
|
4.48K
$192K
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-78.4K- 92.14% |
$3.42M - $3.76M
|
6.69K
$287K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-24.1KClosed |
$1.05M - $1.16M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-14.2K- 75.11% |
$619K - $680K
|
4.71K
$202K
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-12.9KClosed |
$564K - $619K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.3K- 58.11% |
$493K - $542K
|
8.15K
$350K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-10.4KClosed |
$452K - $497K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.57KClosed |
$374K - $410K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.96KClosed |
$260K - $286K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.85KClosed |
$255K - $280K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-5.37KClosed |
$234K - $257K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.36KClosed |
$234K - $257K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-5.32KClosed |
$232K - $255K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.7KClosed |
$205K - $225K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.7KClosed |
$205K - $225K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-4.5K- 98.38% |
$196K - $216K
|
74
$3.18K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.18KClosed |
$182K - $200K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-3.65KClosed |
$159K - $175K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.96KClosed |
$85.3K - $93.7K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-872- 42.85% |
$38K - $41.8K
|
1.16K
$49.9K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-718Closed |
$31.3K - $34.4K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-197- 3.37% |
$8.59K - $9.43K
|
5.65K
$242K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-125Closed |
$5.45K - $5.99K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-66Closed |
$2.88K - $3.16K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-48Closed |
$2.09K - $2.3K
|
0
$0
|
|
Q1 2022 | |||||||
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-50.5KClosed |
$2.39M - $2.59M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-30.5KClosed |
$1.44M - $1.56M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-11.6KClosed |
$550K - $596K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.1KClosed |
$528K - $572K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.8KClosed |
$227K - $246K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-4.45KClosed |
$211K - $229K
|
0
$0
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.18KClosed |
$198K - $215K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.15KClosed |
$197K - $213K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.05KClosed |
$192K - $208K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.05KClosed |
$192K - $208K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.67KClosed |
$127K - $137K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.34K- 97.02% |
$63.3K - $68.6K
|
41
$1.76K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.09KClosed |
$51.5K - $55.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-720Closed |
$34.1K - $37K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-265Closed |
$12.6K - $13.6K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-139Closed |
$6.59K - $7.13K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-72Closed |
$3.41K - $3.7K
|
0
$0
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-65- 54.17% |
$3.08K - $3.34K
|
55
$2.36K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-40- 17.47% |
$1.9K - $2.05K
|
189
$8.11K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-15Closed |
$711 - $770
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-138KClosed |
$7.1M - $7.24M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-68.3KClosed |
$3.51M - $3.58M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-15.5KClosed |
$794K - $810K
|
0
$0
|