Purchases and Sales Made in Q4 2021 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
619K+ 62.44% |
$31.8M - $32.4M
|
1.61M
$70M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
400K+ 4998.13% |
$20.5M - $20.9M
|
408K
$17.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
199K+ 238.1% |
$10.2M - $10.4M
|
283K
$12.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
157KNew |
$8.05M - $8.2M
|
157K
$6.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
148KNew |
$7.63M - $7.78M
|
148K
$6.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
132K+ 37.13% |
$6.78M - $6.91M
|
487K
$21.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
129KNew |
$6.62M - $6.75M
|
129K
$5.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
94.6K+ 14.67% |
$4.86M - $4.95M
|
739K
$32.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
87.2K+ 52.93% |
$4.48M - $4.56M
|
252K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
75.9KNew |
$3.9M - $3.97M
|
75.9K
$3.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
69.3K+ 68.44% |
$3.56M - $3.63M
|
171K
$7.41M
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
57.8KNew |
$2.97M - $3.03M
|
57.8K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
42.3K+ 60.67% |
$2.17M - $2.21M
|
112K
$4.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
40.1KNew |
$2.06M - $2.1M
|
40.1K
$1.74M
|
|
|
Feb 02, 2022
Q4 2021
|
Goodman Advisory Group, LLC
|
BUY
|
- |
36.3KNew |
$1.87M - $1.9M
|
36.3K
$1.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
34.7KNew |
$1.78M - $1.82M
|
34.7K
$1.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
29.2K+ 4.41% |
$1.5M - $1.53M
|
690K
$30M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.9K+ 58.14% |
$1.33M - $1.35M
|
70.4K
$3.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.5K+ 24.15% |
$1.26M - $1.28M
|
126K
$5.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23.9K+ 9.11% |
$1.23M - $1.25M
|
286K
$12.4M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
23.6KNew |
$1.21M - $1.23M
|
23.6K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
23.2K+ 371.67% |
$1.19M - $1.22M
|
29.5K
$1.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21.7K+ 5.22% |
$1.11M - $1.14M
|
437K
$19M
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
18.7K+ 128.64% |
$960K - $979K
|
33.2K
$1.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.3KNew |
$940K - $959K
|
18.3K
$796K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.8K+ 55.92% |
$861K - $878K
|
46.8K
$2.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
14.7K+ 17.39% |
$753K - $768K
|
99.1K
$4.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14KNew |
$718K - $732K
|
14K
$607K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
10.9KNew |
$561K - $572K
|
10.9K
$475K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.9KNew |
$560K - $571K
|
10.9K
$474K
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
10.7KNew |
$549K - $560K
|
10.7K
$465K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.95K+ 2.75% |
$511K - $521K
|
371K
$16.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.56KNew |
$491K - $501K
|
9.56K
$415K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
9.4KNew |
$483K - $492K
|
9.4K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.39K+ 0.68% |
$482K - $491K
|
1.38M
$60.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.31K+ 5.53% |
$478K - $488K
|
178K
$7.72M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
8.97K+ 15.13% |
$461K - $470K
|
68.2K
$2.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.6K+ 3.13% |
$442K - $450K
|
283K
$12.3M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8.55KNew |
$439K - $448K
|
8.55K
$372K
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.29KNew |
$374K - $382K
|
7.29K
$317K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
7.06K+ 8.16% |
$362K - $369K
|
93.5K
$4.06M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6.96K+ 149.54% |
$357K - $364K
|
11.6K
$504K
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6.91KNew |
$355K - $362K
|
6.91K
$300K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
5.11K+ 5.93% |
$263K - $268K
|
91.3K
$3.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.08KNew |
$261K - $266K
|
5.08K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.8KNew |
$246K - $251K
|
4.8K
$208K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.67KNew |
$240K - $244K
|
4.67K
$203K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
4.33KNew |
$222K - $227K
|
4.33K
$188K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.18KNew |
$215K - $219K
|
4.18K
$182K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
4.15KNew |
$213K - $217K
|
4.15K
$180K
|