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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2021
Q2 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.91KClosed |
$201K - $204K
|
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 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
|
|
| Q1 2020 | |||||||
|
Sep 23, 2021
Q1 2020
|
Systelligence, LLC
|
SELL
|
- |
-297KClosed |
$14M - $16.2M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-74.1KClosed |
$3.5M - $4.04M
|
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 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
$3.18K
|
|
| 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
|
|