Purchases and Sales Made in Q3 2023 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q3 2023. 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 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.34K+ 5.0% |
$55.7K - $58.3K
|
28.2K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.16K+ 12.13% |
$47.9K - $50.1K
|
10.7K
$460K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.14K+ 22.8% |
$47.3K - $49.6K
|
6.15K
$265K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.13KNew |
$46.7K - $48.9K
|
1.13K
$48.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
990+ 8.23% |
$41K - $43K
|
13K
$560K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
965+ 21.15% |
$40K - $41.9K
|
5.53K
$238K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
900+ 3.06% |
$37.3K - $39.1K
|
30.4K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
855+ 6.14% |
$35.4K - $37.1K
|
14.8K
$636K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
746New |
$30.9K - $32.4K
|
746
$32.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
670New |
$27.8K - $29.1K
|
670
$28.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
603+ 6.64% |
$25K - $26.2K
|
9.69K
$417K
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
344+ 1.94% |
$14.3K - $14.9K
|
18.1K
$777K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
290+ 0.64% |
$12K - $12.6K
|
45.3K
$1.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
268+ 4.2% |
$11.1K - $11.6K
|
6.65K
$286K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
176+ 0.99% |
$7.3K - $7.64K
|
18K
$776K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
170+ 2.99% |
$7.05K - $7.38K
|
5.85K
$252K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
106New |
$4.39K - $4.6K
|
106
$4.56K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
78+ 0.62% |
$3.23K - $3.39K
|
12.7K
$546K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
61+ 0.89% |
$2.53K - $2.65K
|
6.94K
$299K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
53+ 0.61% |
$2.2K - $2.3K
|
8.71K
$375K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
35+ 0.15% |
$1.45K - $1.52K
|
22.8K
$982K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28+ 0.55% |
$1.16K - $1.22K
|
5.12K
$220K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.14% |
$539 - $564
|
9.31K
$401K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6New |
$249 - $260
|
6
$258
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5New |
$207 - $217
|
5
$215
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.04% |
$166 - $174
|
9.03K
$389K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.62% |
$41.5 - $43.4
|
163
$7.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4- 0.07% |
$166 - $174
|
5.87K
$253K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-8- 0.66% |
$332 - $347
|
1.2K
$51.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 1.64% |
$373 - $391
|
541
$23.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18- 0.04% |
$746 - $781
|
50.5K
$2.17M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29- 0.49% |
$1.2K - $1.26K
|
5.83K
$251K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-79- 1.19% |
$3.27K - $3.43K
|
6.55K
$282K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-89- 4.77% |
$3.69K - $3.86K
|
1.78K
$76.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-90- 9.13% |
$3.73K - $3.91K
|
896
$38.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-120- 2.39% |
$4.97K - $5.21K
|
4.9K
$211K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-128- 8.93% |
$5.31K - $5.56K
|
1.31K
$56.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-135- 1.2% |
$5.6K - $5.86K
|
11.1K
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-140- 0.47% |
$5.8K - $6.08K
|
29.5K
$1.27M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-163- 3.22% |
$6.76K - $7.08K
|
4.9K
$211K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-198- 6.61% |
$8.21K - $8.6K
|
2.8K
$120K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-204- 1.79% |
$8.46K - $8.86K
|
11.2K
$481K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-384- 55.09% |
$15.9K - $16.7K
|
313
$13.5K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-395- 7.39% |
$16.4K - $17.1K
|
4.95K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-444- 50.92% |
$18.4K - $19.3K
|
428
$18.4K
|
|
|
Nov 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-454- 1.37% |
$18.8K - $19.7K
|
32.6K
$1.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-484- 19.91% |
$20.1K - $21K
|
1.95K
$83.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-590- 5.03% |
$24.5K - $25.6K
|
11.1K
$479K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-831- 42.44% |
$34.4K - $36.1K
|
1.13K
$48.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-864- 14.43% |
$35.8K - $37.5K
|
5.12K
$221K
|