Purchases and Sales Made in Q4 2022 in Wisdomtree Yield Enhanced U.S. (AGGY)

AGGY Quotes by TradingView

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
Jan 24, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
927
New
$38K - $40.8K
927 $40.2K
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
918
+ 5.09%
$37.6K - $40.4K
19K $821K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
893
+ 2.98%
$36.6K - $39.3K
30.8K $1.34M
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
734
+ 764.58%
$30.1K - $32.3K
830 $36K
Feb 02, 2023 Q4 2022
Farmers & Merchants Investments Inc

BUY
 -
615
New
$25.2K - $27K
615 $26.7K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
551
New
$22.6K - $24.2K
551 $23.9K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
456
+ 6.42%
$18.7K - $20.1K
7.56K $328K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
398
New
$16.3K - $17.5K
398 $17.2K
Jan 19, 2023 Q4 2022
S.C. Financial Services, Inc.

BUY
 -
386
+ 7.27%
$15.8K - $17K
5.7K $247K
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
309
+ 7725.0%
$12.7K - $13.6K
313 $13.6K
Feb 21, 2023 Q4 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
208
+ 1.03%
$8.53K - $9.15K
20.4K $884K
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
200
+ 3.93%
$8.2K - $8.79K
5.29K $229K
Feb 07, 2023 Q4 2022
Addison Advisors LLC

BUY
 -
194
New
$7.95K - $8.53K
194 $8.41K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
185
+ 100.0%
$7.59K - $8.13K
370 $16K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
162
+ 48.36%
$6.64K - $7.12K
497 $21.5K
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
159
New
$6.52K - $6.99K
159 $6.89K
Jan 26, 2023 Q4 2022
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
120
+ 3.66%
$4.92K - $5.28K
3.4K $147K
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
56
New
$2.3K - $2.46K
56 $2.43K
Jan 12, 2023 Q4 2022
Vista Private Wealth Partners. LLC

BUY
 -
41
+ 0.84%
$1.68K - $1.8K
4.92K $213K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
27
New
$1.11K - $1.19K
27 $1.17K
Feb 13, 2023 Q4 2022
Covestor LTD

Boston, MA
BUY
 -
18
+ 2.5%
$738 - $791
739 $32K
Feb 21, 2023 Q4 2022
Cva Family Office, LLC

BUY
 -
12
+ 0.88%
$492 - $528
1.37K $59.5K
Jan 12, 2023 Q4 2022
Wade Financial Advisory, Inc

SELL
 -
-6
- 0.01%
$246 - $264
67.3K $2.92M
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

SELL
 -
-7
- 3.37%
$287 - $308
201 $8.71K
Feb 14, 2023 Q4 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-8
- 0.91%
$328 - $352
870 $37.7K
Jan 20, 2023 Q4 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-12
- 0.1%
$492 - $528
12.2K $527K
Feb 07, 2023 Q4 2022
Firethorn Wealth Partners, LLC

SELL
 -
-19
- 0.29%
$779 - $835
6.6K $286K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-60
- 1.77%
$2.46K - $2.64K
3.33K $144K
Feb 13, 2023 Q4 2022
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-74
- 2.51%
$3.03K - $3.25K
2.88K $125K
Feb 13, 2023 Q4 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-89
- 1.01%
$3.65K - $3.91K
8.71K $377K
Jan 19, 2023 Q4 2022
Beacon Financial Group

SELL
 -
-163
- 0.89%
$6.68K - $7.17K
18.1K $783K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

SELL
 -
-217
- 28.29%
$8.9K - $9.54K
550 $23.8K
Aug 13, 2024 Q4 2022
Meridian Financial, LLC

Holliston, MA
SELL
 -
-256
- 3.93%
$10.5K - $11.3K
6.26K $271K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-335
Closed
$13.7K - $14.7K
0 $0
Feb 10, 2023 Q4 2022
Sequoia Financial Advisors, LLC

SELL
 -
-410
- 0.2%
$16.8K - $18K
208K $9.01M
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-498
- 74.0%
$20.4K - $21.9K
175 $7.58K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-606
- 6.04%
$24.8K - $26.6K
9.43K $409K
Jan 19, 2023 Q4 2022
Tsfg, LLC

SELL
 -
-679
- 65.92%
$27.8K - $29.9K
351 $15.2K
Feb 08, 2023 Q4 2022
Ubs Group Ag

SELL
 -
-731
- 0.44%
$30K - $32.1K
164K $7.11M
Feb 08, 2023 Q4 2022
Vectors Research Management, LLC

New York, NY
SELL
 -
-751
- 15.79%
$30.8K - $33K
4.01K $174K
Jan 17, 2023 Q4 2022
Bridge Advisory, LLC

SELL
 -
-772
- 11.84%
$31.7K - $33.9K
5.75K $249K
Feb 15, 2023 Q4 2022
Wealth Plan Investment Management, LLC

Omaha, NE
SELL
 -
-778
- 0.97%
$31.9K - $34.2K
79.6K $3.45M
Jan 24, 2023 Q4 2022
Park Avenue Securities LLC

SELL
 -
-785
- 12.04%
$32.2K - $34.5K
5.74K $249K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-800
- 12.55%
$32.8K - $35.2K
5.57K $241K
Feb 01, 2023 Q4 2022
Townsend Asset Management Corp

SELL
 -
-817
- 13.64%
$33.5K - $35.9K
5.17K $224K
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

SELL
 -
-847
- 7.67%
$34.7K - $37.2K
10.2K $442K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-893
- 2.55%
$36.6K - $39.3K
34.2K $1.48M
Jan 13, 2023 Q4 2022
Allworth Financial LP

SELL
 -
-997
- 10.43%
$40.9K - $43.8K
8.56K $371K
Feb 16, 2023 Q4 2022
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-1.1K
- 1.36%
$45K - $48.3K
79.6K $3.45M

Track Institutional and Insider Activities on AGGY

Follow WISDOMTREE YIELD ENHANCED U.S. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells AGGY shares.

Notify only if

Insider Trading

Get notified when an Wisdomtree Yield Enhanced U.S. insider buys or sells AGGY shares.

Notify only if

News

Receive news related to WISDOMTREE YIELD ENHANCED U.S.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on AGGY