Klr Investment Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Klr Investment Advisors, LLC

$138 Billion
Q1 2024

A detailed history of Klr Investment Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Klr Investment Advisors, LLC holds 100,552 shares of AGGY stock, worth $4.38 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares

100,552

Previous 113,526 11.43%

Holding current value

$4.38 Million

Previous $5 Billion 14.67%

% of portfolio

3.08%

Previous 3.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$42.98 - $43.99 $557,622 - $570,726	-12,974 Reduced 11.43%	100,552 $4.26 Billion
Q4 2023 Feb 08, 2024	BUY	$40.67 - $44.21 $27,533 - $29,930	677 Added 0.6%	113,526 $5 Billion
Q3 2023 Nov 08, 2023	SELL	$41.45 - $43.41 $157,800 - $165,261	-3,807 Reduced 3.26%	112,849 $4.93 Billion
Q2 2023 Aug 08, 2023	BUY	$42.79 - $44.17 $117,929 - $121,732	2,756 Added 2.42%	116,656 $5.03 Billion
Q1 2023 May 15, 2023	BUY	$42.44 - $44.52 $238,512 - $250,202	5,620 Added 5.19%	113,900 $4.98 Billion
Q4 2022 May 15, 2023	BUY	$41.0 - $43.97 $4.44 Million - $4.76 Million	108,280 New	108,280 $4.62 Billion

Others Institutions Holding AGGY

# of Institutions

153

Shares Held

19.4M

Call Options Held

Put Options Held

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About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Industry ETFs

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Klr Investment Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History