Purchases and Sales Made in Q4 2022 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.7M+ 195.17% |
$69.8M - $74.9M
|
2.58M
$110M
|
|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
962KNew |
$39.4M - $42.3M
|
962K
$41.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
860K+ 85.36% |
$35.3M - $37.8M
|
1.87M
$80.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 11.53% |
$7.63M - $8.18M
|
1.8M
$77.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
181K+ 253.66% |
$7.41M - $7.95M
|
252K
$10.8M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
108KNew |
$4.44M - $4.76M
|
108K
$4.65M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
103K+ 44.52% |
$4.21M - $4.51M
|
333K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.9K+ 85.29% |
$3.93M - $4.21M
|
208K
$8.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
88.9K+ 10.93% |
$3.64M - $3.91M
|
902K
$38.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
85.6KNew |
$3.51M - $3.76M
|
85.6K
$3.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
78.1KNew |
$3.2M - $3.43M
|
78.1K
$3.35M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
40.4KNew |
$1.65M - $1.77M
|
40.4K
$1.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40K+ 18.28% |
$1.64M - $1.76M
|
259K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
38.3K+ 73.21% |
$1.57M - $1.68M
|
90.6K
$3.89M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
26.3KNew |
$1.08M - $1.15M
|
26.3K
$1.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26KNew |
$1.06M - $1.14M
|
26K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
19.6K+ 2.86% |
$802K - $860K
|
703K
$30.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
17.2KNew |
$704K - $755K
|
17.2K
$737K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.8KNew |
$606K - $650K
|
14.8K
$634K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.2KNew |
$541K - $580K
|
13.2K
$566K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7K+ 122.57% |
$522K - $559K
|
23.1K
$991K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 13.18% |
$513K - $550K
|
107K
$4.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 19.85% |
$506K - $543K
|
74.5K
$3.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11.3K+ 174.2% |
$461K - $495K
|
17.7K
$760K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.5KNew |
$431K - $462K
|
10.5K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.55K+ 5.44% |
$351K - $376K
|
166K
$7.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
8.29K+ 20.64% |
$340K - $365K
|
48.4K
$2.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7.87KNew |
$323K - $346K
|
7.87K
$338K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.8KNew |
$320K - $343K
|
7.8K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.76KNew |
$318K - $341K
|
7.76K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.48K+ 16.43% |
$266K - $285K
|
45.9K
$1.97M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.43K+ 15.82% |
$263K - $283K
|
47K
$2.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.21K+ 7.58% |
$213K - $229K
|
73.9K
$3.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
5.1KNew |
$209K - $224K
|
5.1K
$219K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.08KNew |
$208K - $223K
|
5.08K
$218K
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.84KNew |
$198K - $213K
|
4.84K
$208K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.71KNew |
$193K - $207K
|
4.71K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4KNew |
$164K - $176K
|
4K
$171K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.86K+ 5.63% |
$117K - $126K
|
53.6K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.84K+ 44.29% |
$117K - $125K
|
9.27K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
2.53K+ 2.6% |
$104K - $111K
|
99.8K
$4.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.71K+ 10.11% |
$70.3K - $75.4K
|
18.7K
$801K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.49KNew |
$61K - $65.4K
|
1.49K
$63.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.44K+ 3.5% |
$59K - $63.3K
|
42.5K
$1.82M
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
1.42K+ 4315.15% |
$58.4K - $62.6K
|
1.46K
$62.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.26K+ 9.77% |
$51.7K - $55.4K
|
14.2K
$608K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.26K+ 844.97% |
$51.6K - $55.4K
|
1.41K
$60.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.24K+ 7.14% |
$50.9K - $54.6K
|
18.6K
$800K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.24K+ 8.93% |
$50.8K - $54.5K
|
15.1K
$648K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.07K+ 0.69% |
$44K - $47.1K
|
156K
$6.68M
|