Purchases and Sales Made in Q1 2022 in Wisdomtree Yield Enhanced U.S. (AGGY)

AGGY Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE YIELD ENHANCED U.S..

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 08, 2022 Q1 2022
Trilogy Capital Inc.

BUY
 -
936K
+ 2722.89%
$44.3M - $48M
970K $42.2M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
328K
+ 20.36%
$15.5M - $16.8M
1.94M $84.3M
May 05, 2022 Q1 2022
Savant Capital, LLC

BUY
 -
257K
+ 281.86%
$12.2M - $13.2M
349K $15.1M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
193K
+ 13.95%
$9.15M - $9.91M
1.58M $68.5M
May 13, 2022 Q1 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
172K
+ 115.54%
$8.13M - $8.81M
320K $13.9M
Apr 25, 2022 Q1 2022
Miracle Mile Advisors, LLC

BUY
 -
155K
+ 27.03%
$7.36M - $7.98M
730K $31.7M
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
87K
+ 17.85%
$4.12M - $4.47M
574K $25M
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
80.7K
New
$3.82M - $4.14M
80.7K $3.51M
May 13, 2022 Q1 2022
Aj Wealth Strategies, LLC

BUY
 -
77.3K
+ 616.69%
$3.66M - $3.97M
89.9K $3.9M
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

BUY
 -
74.5K
+ 66.53%
$3.53M - $3.82M
187K $8.1M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
70.4K
+ 18.96%
$3.34M - $3.61M
442K $19.2M
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
70.1K
+ 74.98%
$3.32M - $3.6M
164K $7.11M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
56.9K
+ 44.12%
$2.69M - $2.92M
186K $8.07M
May 12, 2022 Q1 2022
Sns Financial Group, LLC

BUY
 -
40K
+ 264.66%
$1.89M - $2.05M
55.1K $2.39M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
33.6K
+ 77.1%
$1.59M - $1.72M
77.1K $3.35M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
26.2K
+ 139.49%
$1.24M - $1.35M
45K $1.96M
May 11, 2022 Q1 2022
Neirg Wealth Management, LLC

BUY
 -
23.8K
+ 15.18%
$1.13M - $1.22M
180K $7.84M
Apr 18, 2022 Q1 2022
Colton Groome Financial Advisors, LLC

BUY
 -
21.2K
+ 17.8%
$1.01M - $1.09M
140K $6.1M
Apr 07, 2022 Q1 2022
My Legacy Advisors, LLC

BUY
 -
18.9K
New
$898K - $972K
18.9K $823K
May 16, 2022 Q1 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
16.7K
+ 3.81%
$789K - $855K
454K $19.7M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
14K
+ 138.32%
$664K - $719K
24.1K $1.05M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
13.4K
+ 19.04%
$635K - $688K
83.7K $3.64M
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
12.1K
+ 111.25%
$575K - $623K
23K $1M
Apr 21, 2022 Q1 2022
Wade Financial Advisory, Inc

BUY
 -
10.3K
+ 23.11%
$487K - $528K
54.7K $2.38M
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

BUY
 -
10.3K
+ 10588.66%
$487K - $527K
10.4K $450K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
9.8K
+ 7.36%
$464K - $503K
143K $6.21M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
9.06K
+ 19.37%
$429K - $465K
55.8K $2.43M
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
8.2K
New
$389K - $421K
8.2K $356K
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
7.47K
+ 7.58%
$354K - $383K
106K $4.6M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
6.87K
New
$325K - $352K
6.87K $298K
Apr 26, 2022 Q1 2022
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
6.67K
+ 4.43%
$316K - $342K
157K $6.82M
Apr 26, 2022 Q1 2022
Good Life Advisors, LLC

BUY
 -
6.22K
+ 149.71%
$295K - $319K
10.4K $450K
Apr 29, 2022 Q1 2022
Institute For Wealth Management, Llc.

BUY
 -
6.15K
New
$291K - $315K
6.15K $267K
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
6.08K
+ 64.7%
$288K - $312K
15.5K $672K
Apr 27, 2022 Q1 2022
Perennial Advisors, LLC

New York, NY
BUY
 -
6.01K
New
$285K - $308K
6.01K $261K
May 18, 2022 Q1 2022
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
5.47K
+ 8.92%
$259K - $281K
66.8K $2.9M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.85K
New
$230K - $249K
4.85K $211K
Apr 12, 2022 Q1 2022
Ewg Elevate Inc.

BUY
 -
4.78K
New
$227K - $245K
4.78K $208K
Aug 15, 2022 Q1 2022
Hnp Capital LLC

BUY
 -
4.76K
New
$225K - $244K
4.76K $207K
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
4.18K
New
$198K - $215K
4.18K $182K
May 02, 2022 Q1 2022
Roosevelt Investment Group LLC

BUY
 -
3.34K
+ 4.9%
$158K - $172K
71.6K $3.11M
May 03, 2022 Q1 2022
Future Financial Wealth Managment LLC

BUY
 -
3.11K
+ 7.89%
$147K - $160K
42.5K $1.85M
May 03, 2022 Q1 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
2.89K
+ 3.72%
$137K - $148K
80.7K $3.51M
Apr 18, 2022 Q1 2022
Centennial Wealth Advisory LLC

BUY
 -
2.81K
+ 10.34%
$133K - $144K
30K $1.3M
May 10, 2022 Q1 2022
3 D/L Capital Management, LLC

BUY
 -
2.19K
+ 1.8%
$104K - $112K
124K $5.38M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.96K
New
$92.6K - $100K
1.96K $84.9K
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
1.76K
+ 30.1%
$83.2K - $90.1K
7.59K $330K
May 10, 2022 Q1 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
1.55K
+ 14.5%
$73.4K - $79.6K
12.2K $532K
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.19K
+ 1.42%
$56.5K - $61.2K
85K $3.7M

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