Purchases and Sales Made in Q3 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 Q3 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
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
144K
+ 21.49%
$6.03M - $6.64M
813K $35.3M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
142K
+ 19.45%
$5.95M - $6.55M
872K $37.9M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
137K
+ 39.56%
$5.75M - $6.33M
484K $21M
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
117K
+ 1938.49%
$4.92M - $5.42M
124K $5.37M
Nov 14, 2022 Q3 2022
David Kennon Inc

Sarasota, FL
BUY
 -
97.3K
New
$4.08M - $4.49M
97.3K $4.23M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
65.8K
+ 1201.5%
$2.76M - $3.04M
71.3K $3.1M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
60.6K
+ 3.9%
$2.54M - $2.8M
1.61M $70.1M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
57.5K
+ 35.66%
$2.41M - $2.65M
219K $9.5M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
55.3K
+ 21.79%
$2.32M - $2.55M
309K $13.4M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
27K
New
$1.13M - $1.25M
27K $1.17M
Oct 12, 2022 Q3 2022
Sns Financial Group, LLC

BUY
 -
14.6K
+ 29.11%
$610K - $672K
64.6K $2.81M
Oct 17, 2022 Q3 2022
Gps Wealth Strategies Group, LLC

BUY
 -
13.9K
+ 52.15%
$583K - $643K
40.6K $1.76M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
11.1K
+ 13.26%
$465K - $513K
94.9K $4.12M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
11K
New
$463K - $509K
11K $480K
Nov 10, 2022 Q3 2022
Kwb Wealth

Redlands, CA
BUY
 -
10.8K
+ 3.73%
$453K - $499K
301K $13.1M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
9.96K
+ 16.97%
$418K - $460K
68.7K $2.98M
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

BUY
 -
9.8K
+ 1.19%
$411K - $452K
832K $36.1M
Nov 14, 2022 Q3 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
8.53K
+ 40628.57%
$358K - $394K
8.55K $372K
Oct 27, 2022 Q3 2022
Pinnacle Financial Group, LLC

BUY
 -
7.47K
+ 100.4%
$313K - $345K
14.9K $647K
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
6.54K
+ 52.22%
$274K - $302K
19.1K $828K
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
6.32K
New
$265K - $292K
6.32K $274K
Oct 17, 2022 Q3 2022
My Legacy Advisors, LLC

BUY
 -
5.57K
+ 10.48%
$233K - $257K
58.7K $2.55M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
5.38K
+ 18.14%
$226K - $248K
35.1K $1.52M
Nov 01, 2022 Q3 2022
Prestige Wealth Management Group LLC

BUY
 -
5.33K
+ 1.08%
$223K - $246K
499K $21.7M
Oct 26, 2022 Q3 2022
Wade Financial Advisory, Inc

BUY
 -
4.96K
+ 7.95%
$208K - $229K
67.3K $2.93M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
4.92K
+ 3.07%
$206K - $227K
165K $7.16M
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
4.82K
New
$202K - $222K
4.82K $209K
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
4.34K
+ 4.84%
$182K - $200K
94.1K $4.09M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
3.63K
+ 1.54%
$152K - $167K
240K $10.4M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
3.44K
+ 7.28%
$144K - $159K
50.7K $2.2M
Oct 19, 2022 Q3 2022
Roosevelt Investment Group LLC

BUY
 -
3.17K
+ 4.3%
$133K - $146K
77K $3.35M
Oct 11, 2022 Q3 2022
Ford Financial Group, LLC

BUY
 -
3.13K
+ 11.08%
$131K - $144K
31.3K $1.36M
Oct 17, 2022 Q3 2022
Independent Wealth Network Inc.

BUY
 -
1.49K
+ 9.37%
$62.5K - $68.8K
17.4K $756K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
1.43K
+ 11.53%
$60.1K - $66.2K
13.9K $603K
Oct 13, 2022 Q3 2022
Flagship Harbor Advisors, LLC

BUY
 -
1.28K
+ 3.22%
$53.6K - $59.1K
41.1K $1.79M
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
984
New
$41.2K - $45.4K
984 $42.8K
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
969
+ 17.77%
$40.6K - $44.7K
6.42K $279K
Aug 13, 2024 Q3 2022
Meridian Financial, LLC

Holliston, MA
BUY
 -
580
+ 9.77%
$24.3K - $26.8K
6.52K $283K
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
487
+ 9.4%
$20.4K - $22.5K
5.67K $246K
Oct 31, 2022 Q3 2022
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
449
+ 15.87%
$18.8K - $20.7K
3.28K $142K
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
342
+ 5.54%
$14.3K - $15.8K
6.52K $283K
Oct 17, 2022 Q3 2022
S.C. Financial Services, Inc.

BUY
 -
315
+ 6.31%
$13.2K - $14.5K
5.31K $231K
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
309
+ 3.18%
$13K - $14.3K
10K $436K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
240
+ 3.5%
$10.1K - $11.1K
7.11K $309K
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
217
+ 39.45%
$9.09K - $10K
767 $33.3K
Oct 25, 2022 Q3 2022
New Square Capital LLC

BUY
 -
210
+ 4.3%
$8.8K - $9.69K
5.09K $221K
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
158
+ 89.27%
$6.62K - $7.29K
335 $14.6K
Oct 18, 2022 Q3 2022
Institute For Wealth Management, Llc.

BUY
 -
155
+ 2.46%
$6.5K - $7.15K
6.46K $281K
Nov 14, 2022 Q3 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
119
+ 1.37%
$4.99K - $5.49K
8.8K $382K

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