Purchases and Sales Made in Q4 2024 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q4 2024. 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 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
30+ 0.86% |
$1.28K - $1.35K
|
3.54K
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.14% |
$300 - $314
|
5.09K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 1.22% |
$171 - $180
|
333
$14.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 1.12% |
$128 - $135
|
272
$11.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 0.44% |
$85.6 - $89.8
|
461
$20K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$42.8 - $44.9
|
222K
$9.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.04% |
$42.8 - $44.9
|
2.6K
$113K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1- 0.01% |
$42.8 - $44.9
|
10.7K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-18- 0.13% |
$770 - $808
|
14K
$608K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-26- 8.44% |
$1.11K - $1.17K
|
282
$12.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-61- 0.49% |
$2.61K - $2.74K
|
12.3K
$533K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-67- 2.14% |
$2.87K - $3.01K
|
3.06K
$133K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-114- 1.71% |
$4.88K - $5.12K
|
6.57K
$285K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-270- 4.8% |
$11.6K - $12.1K
|
5.36K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-283- 2.71% |
$12.1K - $12.7K
|
10.2K
$442K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-286- 1.05% |
$12.2K - $12.8K
|
26.8K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-373- 1.69% |
$16K - $16.7K
|
21.7K
$940K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-397- 0.62% |
$17K - $17.8K
|
63.7K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-444- 4.49% |
$19K - $19.9K
|
9.43K
$410K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-450- 2.12% |
$19.3K - $20.2K
|
20.8K
$903K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-533- 4.94% |
$22.8K - $23.9K
|
10.2K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-576- 22.98% |
$24.6K - $25.9K
|
1.93K
$83.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-634- 2.15% |
$27.1K - $28.5K
|
28.9K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-861- 11.61% |
$36.8K - $38.7K
|
6.55K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-882- 11.42% |
$37.7K - $39.6K
|
6.84K
$297K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-936- 8.64% |
$40.1K - $42K
|
9.9K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.05K- 0.29% |
$44.9K - $47.1K
|
360K
$15.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.2K- 13.3% |
$51.2K - $53.7K
|
7.8K
$339K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 12.22% |
$56.7K - $59.4K
|
9.51K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.86K- 64.53% |
$79.5K - $83.5K
|
1.02K
$44.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 24.7% |
$87.8K - $92.2K
|
6.26K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.5K- 3.66% |
$107K - $112K
|
65.8K
$2.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.75K- 3.25% |
$117K - $123K
|
81.6K
$3.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.87K- 2.86% |
$123K - $129K
|
97.6K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.15K- 6.55% |
$135K - $141K
|
44.9K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.82K- 4.76% |
$249K - $261K
|
116K
$5.06M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.36K- 30.94% |
$272K - $285K
|
14.2K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.03K- 22.49% |
$387K - $406K
|
31.1K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.1K- 7.87% |
$432K - $454K
|
118K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.8K- 9.16% |
$591K - $620K
|
137K
$5.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-25.5K- 3.43% |
$1.09M - $1.14M
|
717K
$31.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-53.7K- 99.89% |
$2.3M - $2.41M
|
57
$2.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-79.2K- 77.96% |
$3.39M - $3.56M
|
22.4K
$973K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-80.3K- 87.25% |
$3.44M - $3.61M
|
11.7K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-82.9K- 46.17% |
$3.55M - $3.72M
|
96.7K
$4.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.21M- 29.67% |
$51.8M - $54.4M
|
2.87M
$125M
|