Wealth Plan Investment Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 63,664 shares of AGGY stock, worth $2.81 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
63,664
Previous 62,237 2.29%
Holding current value
$2.81 Million
Previous $2.72 Million 3.79%
% of portfolio
0.2%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$43.1 - $44.6 $61,503 - $63,644
1,427 Added 2.29%
63,664 $2.82 Million
Q2 2025

Jul 28, 2025
SELL
$42.51 - $43.7 $17,216 - $17,698
-405 Reduced 0.65%
62,237 $2.72 Million
Q1 2025

May 09, 2025
SELL
$42.36 - $43.8 $133,434 - $137,970
-3,150 Reduced 4.79%
62,642 $2.72 Million
Q4 2024

Jan 30, 2025
SELL
$42.79 - $44.9 $106,975 - $112,250
-2,500 Reduced 3.66%
65,792 $2.82 Million
Q3 2024

Nov 05, 2024
BUY
$42.76 - $45.16 $2.92 Million - $3.08 Million
68,292 New
68,292 $3.05 Million
Q3 2023

Nov 09, 2023
BUY
$41.45 - $43.41 $2.93 Million - $3.07 Million
70,670 New
70,670 $2.93 Million
Q4 2022

Feb 15, 2023
SELL
$41.0 - $43.97 $31,898 - $34,208
-778 Reduced 0.97%
79,592 $3.39 Million
Q3 2022

Dec 12, 2022
SELL
$41.91 - $46.15 $13,411 - $14,768
-320 Reduced 0.4%
80,370 $3.53 Million
Q1 2022

Sep 07, 2022
BUY
$47.38 - $51.33 $3.82 Million - $4.14 Million
80,690 New
80,690 $3.67 Million

Others Institutions Holding AGGY

# of Institutions
182
Shares Held
15.8M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email