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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.51KClosed |
$488K - $498K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.64KClosed |
$290K - $295K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.79KClosed |
$246K - $251K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.98KClosed |
$205K - $209K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-29Closed |
$1.49K - $1.52K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-41.3K- 80.55% |
$2.14M - $2.19M
|
9.97K
$435K
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-28.1KClosed |
$1.46M - $1.49M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-14KClosed |
$727K - $742K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.47KClosed |
$232K - $237K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.87KClosed |
$201K - $205K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.65KClosed |
$85.6K - $87.4K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1.04KClosed |
$54.2K - $55.3K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-532Closed |
$27.6K - $28.2K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-146Closed |
$7.58K - $7.74K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-83Closed |
$4.31K - $4.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.6KClosed |
$339K - $345K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.47KClosed |
$230K - $234K
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.91KClosed |
$201K - $204K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.56KClosed |
$183K - $186K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-699KClosed |
$35.7M - $37.5M
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-41.8KClosed |
$2.13M - $2.24M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16KClosed |
$818K - $858K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-7.39KClosed |
$378K - $396K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.74KClosed |
$191K - $200K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.1KClosed |
$55.9K - $58.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-449Closed |
$22.9K - $24.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-404Closed |
$20.6K - $21.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-119Closed |
$6.08K - $6.38K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-88.7KClosed |
$4.73M - $4.79M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26.2KClosed |
$1.4M - $1.42M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.38KClosed |
$233K - $236K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.92KClosed |
$209K - $212K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.02KClosed |
$108K - $109K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.98KClosed |
$105K - $107K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-1.1KClosed |
$58.5K - $59.2K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-351Closed |
$18.7K - $18.9K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.81KClosed |
$151K - $154K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-7- 0.17% |
$376 - $383
|
4.11K
$179K
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-17KClosed |
$877K - $916K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-12.1KClosed |
$623K - $651K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-9.65KClosed |
$497K - $519K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-5.78KClosed |
$298K - $311K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.05KClosed |
$157K - $164K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Country Trust Bank
|
SELL
|
- |
-370Closed |
$19.1K - $19.9K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-346- 5.98% |
$17.8K - $18.6K
|
5.44K
$237K
|
|
|
Aug 06, 2020
Q2 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-200Closed |
$10.3K - $10.8K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-52Closed |
$2.68K - $2.8K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-41Closed |
$2.11K - $2.21K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-30Closed |
$1.55K - $1.61K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-16Closed |
$824 - $861
|
0
$0
|
|