Purchases and Sales Made in Q2 2025 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q2 2025. 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 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.41K- 24.78% |
$145K - $149K
|
10.4K
$452K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-3.62K- 5.36% |
$154K - $158K
|
63.9K
$2.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.68K- 5.52% |
$156K - $161K
|
62.9K
$2.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.83K- 19.66% |
$163K - $167K
|
15.6K
$682K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.08K- 10.69% |
$173K - $178K
|
34.1K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.01K- 5.97% |
$213K - $219K
|
78.8K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.63K- 2.01% |
$239K - $246K
|
275K
$12M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.2K- 24.45% |
$264K - $271K
|
19.2K
$836K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.41K- 6.45% |
$315K - $324K
|
107K
$4.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-9.44K- 15.06% |
$401K - $413K
|
53.3K
$2.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.49K- 4.57% |
$403K - $415K
|
198K
$8.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.2K- 9.67% |
$435K - $447K
|
95.6K
$4.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.3K- 60.03% |
$439K - $452K
|
6.88K
$300K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.7K- 0.94% |
$496K - $510K
|
1.22M
$53.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.8K- 1.91% |
$542K - $557K
|
656K
$28.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-12.8K- 45.98% |
$546K - $561K
|
15.1K
$659K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.7K- 4.11% |
$627K - $644K
|
344K
$15M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.1K- 5.69% |
$642K - $660K
|
250K
$10.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-16K- 16.7% |
$679K - $698K
|
79.6K
$3.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-22.9K- 14.23% |
$973K - $1M
|
138K
$6.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-25.5K- 3.9% |
$1.08M - $1.11M
|
628K
$27.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-29.5K- 61.17% |
$1.26M - $1.29M
|
18.8K
$818K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-30.4K- 4.57% |
$1.29M - $1.33M
|
635K
$27.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-31.1K- 59.4% |
$1.32M - $1.36M
|
21.3K
$928K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-47.1K- 58.14% |
$2M - $2.06M
|
33.9K
$1.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-84.3K- 92.04% |
$3.59M - $3.69M
|
7.29K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-101K- 20.35% |
$4.29M - $4.41M
|
395K
$17.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-664K- 23.34% |
$28.2M - $29M
|
2.18M
$95.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-829K- 88.04% |
$35.3M - $36.2M
|
113K
$4.92M
|