Purchases and Sales Made in Q4 2025 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q4 2025. 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 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
97.7KNew |
$4.31M - $4.38M
|
97.7K
$4.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
10.4K+ 195.89% |
$456K - $464K
|
15.6K
$690K
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
9.75KNew |
$430K - $437K
|
9.75K
$430K
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
7.92KNew |
$349K - $355K
|
7.92K
$349K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.59K+ 7.22% |
$158K - $161K
|
53.4K
$2.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.19K+ 10.58% |
$52.4K - $53.2K
|
12.4K
$548K
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
BUY
|
- |
917+ 5.42% |
$40.4K - $41.1K
|
17.8K
$786K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
786+ 4.92% |
$34.6K - $35.2K
|
16.8K
$740K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
767+ 9.05% |
$33.8K - $34.4K
|
9.24K
$407K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
154+ 1.3% |
$6.79K - $6.9K
|
12K
$528K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
76+ 1.1% |
$3.35K - $3.41K
|
6.99K
$308K
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
58+ 1.0% |
$2.56K - $2.6K
|
5.83K
$257K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
44New |
$1.94K - $1.97K
|
44
$1.94K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29+ 0.54% |
$1.28K - $1.3K
|
5.36K
$237K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.94% |
$88.1 - $89.6
|
214
$9.44K
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-20- 0.16% |
$881 - $896
|
12.7K
$562K
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-23- 0.24% |
$1.01K - $1.03K
|
9.75K
$430K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-40- 1.06% |
$1.76K - $1.79K
|
3.72K
$164K
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-622- 3.49% |
$27.4K - $27.9K
|
17.2K
$759K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.37K- 22.51% |
$60.2K - $61.3K
|
4.71K
$208K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.4K- 11.56% |
$106K - $107K
|
18.4K
$809K
|
|
|
Jan 23, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-10.3K- 65.8% |
$453K - $461K
|
5.35K
$236K
|
|