Purchases and Sales Made in Q2 2024 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
112K+ 14.81% |
$4.71M - $4.86M
|
868K
$37.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
91.1K+ 10.3% |
$3.83M - $3.96M
|
975K
$41.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
86.4K+ 2.17% |
$3.64M - $3.75M
|
4.07M
$174M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
49.4K+ 58.34% |
$2.08M - $2.15M
|
134K
$5.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
44.8K+ 5.2% |
$1.89M - $1.95M
|
907K
$38.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41KNew |
$1.73M - $1.78M
|
41K
$1.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
37K+ 5.2% |
$1.56M - $1.61M
|
748K
$32.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
29.4K+ 24.49% |
$1.24M - $1.28M
|
149K
$6.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.6KNew |
$1.2M - $1.24M
|
28.6K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
26.8K+ 8.69% |
$1.13M - $1.16M
|
335K
$14.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
25.5K+ 45.12% |
$1.07M - $1.11M
|
81.9K
$3.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.5K+ 48.52% |
$1.03M - $1.07M
|
75.1K
$3.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
24.1K+ 12.44% |
$1.02M - $1.05M
|
218K
$9.35M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
19.9KNew |
$836K - $863K
|
19.9K
$852K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.9K+ 47.59% |
$712K - $735K
|
52.5K
$2.25M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
16.9K+ 4.25% |
$710K - $733K
|
414K
$17.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.5K+ 16.22% |
$652K - $673K
|
111K
$4.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.3K+ 82.29% |
$642K - $662K
|
33.8K
$1.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
15.2K+ 42.43% |
$638K - $658K
|
50.9K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
15.1K+ 6.7% |
$637K - $658K
|
241K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.9KNew |
$628K - $648K
|
14.9K
$640K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14K+ 2.07% |
$590K - $609K
|
692K
$29.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11K+ 73033.33% |
$461K - $476K
|
11K
$471K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.2K+ 9.24% |
$429K - $443K
|
121K
$5.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.48KNew |
$315K - $325K
|
7.48K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.46K+ 4.25% |
$314K - $324K
|
183K
$7.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.38K+ 5.92% |
$311K - $321K
|
132K
$5.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5.72KNew |
$241K - $248K
|
5.72K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.52K+ 2.91% |
$232K - $240K
|
195K
$8.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.42K+ 12.79% |
$228K - $236K
|
47.8K
$2.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.28KNew |
$222K - $229K
|
5.28K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.06KNew |
$213K - $220K
|
5.06K
$217K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.98KNew |
$210K - $216K
|
4.98K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.3K+ 6.27% |
$181K - $187K
|
72.9K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.21K+ 5.28% |
$177K - $183K
|
83.8K
$3.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.11K+ 34.99% |
$173K - $179K
|
15.9K
$680K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.79K+ 26.17% |
$160K - $165K
|
18.3K
$785K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.67KNew |
$155K - $160K
|
3.67K
$158K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.29K+ 10.22% |
$138K - $143K
|
35.4K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.22K+ 61.95% |
$136K - $140K
|
8.42K
$361K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.13KNew |
$132K - $136K
|
3.13K
$134K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.72K+ 19.04% |
$115K - $118K
|
17K
$730K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.47K+ 1.15% |
$104K - $107K
|
218K
$9.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.09K+ 20.78% |
$88.1K - $90.9K
|
12.2K
$522K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.77K+ 8.85% |
$74.4K - $76.8K
|
21.7K
$933K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.67K+ 28.94% |
$70.3K - $72.6K
|
7.45K
$319K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.67K+ 15.9% |
$70.1K - $72.4K
|
12.1K
$521K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.64K+ 5.95% |
$69.1K - $71.3K
|
29.2K
$1.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.5K+ 10.73% |
$63K - $65K
|
15.4K
$662K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.43K+ 7.14% |
$60K - $61.9K
|
21.4K
$918K
|