Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
223K
New
$11.6M - $11.8M
223K $9.58M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
220K
+ 273.27%
$11.4M - $11.7M
301K $12.9M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
210K
+ 82.97%
$10.9M - $11.1M
462K $19.8M
Oct 19, 2021 Q3 2021
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
185K
+ 22.91%
$9.6M - $9.8M
992K $42.5M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
183K
+ 79.29%
$9.52M - $9.72M
414K $17.8M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
86K
+ 6.68%
$4.47M - $4.56M
1.37M $59M
Nov 15, 2021 Q3 2021
Ashford Capital Management Inc

Wilmington, DE
BUY
 -
81.7K
+ 144.43%
$4.24M - $4.33M
138K $5.93M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
34.9K
+ 10.68%
$1.81M - $1.85M
361K $15.5M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
33.6K
+ 6.69%
$1.74M - $1.78M
535K $23M
Oct 13, 2021 Q3 2021
Financial Planning & Information Services, Inc.

BUY
 -
21.8K
+ 34.75%
$1.13M - $1.15M
84.4K $3.62M
Nov 12, 2021 Q3 2021
Kwb Wealth

Redlands, CA
BUY
 -
20.7K
+ 8.13%
$1.07M - $1.1M
275K $11.8M
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
20.3K
New
$1.05M - $1.07M
20.3K $869K
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
19.6K
+ 13.21%
$1.02M - $1.04M
168K $7.22M
Nov 01, 2021 Q3 2021
Miracle Mile Advisors, LLC

BUY
 -
15.7K
+ 2.55%
$816K - $833K
631K $27M
Nov 04, 2021 Q3 2021
Independent Wealth Network Inc.

BUY
 -
13.9K
New
$724K - $739K
13.9K $598K
Nov 15, 2021 Q3 2021
Pfs Investments Inc.

Duluth, GA
BUY
 -
13.2K
+ 5.31%
$685K - $700K
262K $11.2M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
12.9K
+ 15.06%
$669K - $683K
98.4K $4.22M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
9.51K
New
$494K - $504K
9.51K $408K
Oct 22, 2021 Q3 2021
Echo Wealth Management, LLC

BUY
 -
8.79K
+ 8.26%
$457K - $466K
115K $4.94M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
8K
New
$415K - $424K
8K $343K
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

BUY
 -
7.89K
+ 5.03%
$410K - $418K
165K $7.06M
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
6.02K
New
$312K - $319K
6.02K $258K
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
6.01K
+ 68.93%
$312K - $318K
14.7K $631K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
5.92K
+ 15.36%
$308K - $314K
44.5K $1.91M
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
5.46K
New
$283K - $289K
5.46K $234K
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
5.22K
+ 10.82%
$271K - $277K
53.5K $2.29M
Oct 08, 2021 Q3 2021
Inspirion Wealth Advisors, LLC

BUY
 -
4.8K
+ 9.49%
$249K - $255K
55.4K $2.38M
Nov 15, 2021 Q3 2021
Lion Street Advisors, LLC

BUY
 -
4.71K
New
$245K - $250K
4.71K $202K
Oct 12, 2021 Q3 2021
Rosenberg Matthew Hamilton

BUY
 -
4.65K
New
$241K - $247K
4.65K $199K
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
4.63K
+ 1.68%
$241K - $246K
280K $12M
Oct 18, 2021 Q3 2021
Rmr Wealth Builders

BUY
 -
4.47K
New
$232K - $237K
4.47K $192K
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
4.07K
+ 16.48%
$211K - $216K
28.7K $1.23M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
4.04K
+ 4.9%
$210K - $214K
86.4K $3.71M
Nov 12, 2021 Q3 2021
Prestige Wealth Management Group LLC

BUY
 -
3.46K
+ 0.53%
$180K - $183K
661K $28.3M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.22K
+ 1532.38%
$167K - $171K
3.43K $147K
Nov 12, 2021 Q3 2021
Insight Advisors, LLC

Newtown, PA
BUY
 -
2.96K
+ 7.11%
$154K - $157K
44.7K $1.92M
Oct 29, 2021 Q3 2021
Bridge Advisory, LLC

BUY
 -
2.46K
+ 20.37%
$128K - $130K
14.5K $623K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
2.28K
New
$119K - $121K
2.28K $98K
Oct 12, 2021 Q3 2021
Tsfg, LLC

BUY
 -
1.97K
+ 85.3%
$102K - $105K
4.29K $184K
Nov 12, 2021 Q3 2021
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
1.94K
+ 34.22%
$101K - $103K
7.6K $326K
Nov 05, 2021 Q3 2021
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.71K
+ 2.12%
$88.8K - $90.6K
82.4K $3.53M
Nov 03, 2021 Q3 2021
Lex Aurum Advisors, LLC

BUY
 -
1.65K
+ 11.4%
$85.8K - $87.6K
16.2K $693K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.65K
+ 5.83%
$85.7K - $87.5K
30K $1.29M
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

BUY
 -
1.38K
+ 350.77%
$71.4K - $72.9K
1.77K $75.8K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.23K
+ 585.24%
$63.8K - $65.1K
1.44K $61.7K
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.03K
+ 2.63%
$53.3K - $54.4K
40K $1.72M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
1K
+ 11.43%
$52K - $53.1K
9.77K $419K
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
979
+ 112.01%
$50.8K - $51.9K
1.85K $79.5K
Oct 28, 2021 Q3 2021
Destiny Wealth Partners, LLC

BUY
 -
848
New
$44K - $45K
848 $36.4K

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