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 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-74.1KClosed |
$3.5M - $4.04M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-31.9KClosed |
$1.51M - $1.74M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-12.2KClosed |
$577K - $667K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.68KClosed |
$268K - $310K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-4.46KClosed |
$211K - $244K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4KClosed |
$188K - $218K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-652Closed |
$30.8K - $35.6K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-136Closed |
$6.42K - $7.42K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 08, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-42.5KClosed |
$2.2M - $2.24M
|
0
$0
|
|
|
Sep 04, 2020
Q4 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-10.9KClosed |
$566K - $576K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-723- 90.83% |
$37.4K - $38.1K
|
73
$3.17K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.29KClosed |
$222K - $225K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.87KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-53Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 08, 2019
Q1 2019
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-17.5KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 24, 2019
Q4 2018
|
Barber Financial Group, Inc.
|
SELL
|
- |
-96.1KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.5KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.49KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.09KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-127Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-94Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 06, 2018
Q3 2018
|
Lincoln National Corp
|
SELL
|
- |
-4.41KClosed |
N/A
|
0
$0
|
|
|
Oct 03, 2018
Q3 2018
|
Clarus Wealth Advisors
|
SELL
|
- |
-735Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-651Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-17.9KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.05KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-310Closed |
N/A
|
0
$0
|
|