Purchases and Sales Made in Q1 2023 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.92K- 18.4% |
$378K - $397K
|
39.5K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.63K- 20.98% |
$409K - $429K
|
36.3K
$1.57M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.81K- 4.72% |
$416K - $437K
|
198K
$8.58M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-9.87K- 14.77% |
$419K - $439K
|
56.9K
$2.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-11.1K- 29.73% |
$469K - $492K
|
26.1K
$1.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-12.5K- 1.89% |
$529K - $554K
|
646K
$28M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.7K- 27.51% |
$626K - $656K
|
38.8K
$1.68M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.5K- 2.34% |
$699K - $733K
|
686K
$29.7M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.3K- 8.03% |
$859K - $902K
|
232K
$10M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.3K- 51.09% |
$947K - $993K
|
21.4K
$926K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-23.5K- 50.05% |
$999K - $1.05M
|
23.5K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.8K- 26.84% |
$1.22M - $1.28M
|
78.5K
$3.4M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-40.8K- 79.61% |
$1.73M - $1.81M
|
10.4K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-44.5K- 50.49% |
$1.89M - $1.98M
|
43.6K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-63.6K- 63.7% |
$2.7M - $2.83M
|
36.2K
$1.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-66.5K- 25.73% |
$2.82M - $2.96M
|
192K
$8.32M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-75.9K- 49.67% |
$3.22M - $3.38M
|
76.9K
$3.33M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-79.4K- 13.24% |
$3.37M - $3.54M
|
521K
$22.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-160K- 16.61% |
$6.78M - $7.11M
|
802K
$34.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-227K- 99.83% |
$9.61M - $10.1M
|
375
$16.3K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-384K- 20.57% |
$16.3M - $17.1M
|
1.48M
$64.3M
|