United Advisor Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, United Advisor Group, LLC holds 6,654 shares of AGGY stock, worth $293,441. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,654

Previous 6,657 0.05%

Holding current value

$293,441

Previous $290,000 1.38%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$43.1 - $44.6 $129 - $133	-3 Reduced 0.05%	6,654 $294,000
Q2 2025 Aug 11, 2025	SELL	$42.51 - $43.7 $52,754 - $54,231	-1,241 Reduced 15.71%	6,657 $290,000
Q1 2025 Apr 21, 2025	SELL	$42.36 - $43.8 $68,157 - $70,474	-1,609 Reduced 16.92%	7,898 $343,000
Q4 2024 Feb 24, 2025	SELL	$42.79 - $44.9 $56,653 - $59,447	-1,324 Reduced 12.22%	9,507 $408,000
Q3 2024 Oct 30, 2024	BUY	$42.76 - $45.16 $1,496 - $1,580	35 Added 0.32%	10,831 $484,000

Q2 2024 Aug 08, 2024	SELL	$42.1 - $43.44 $72,412 - $74,716	-1,720 Reduced 13.74%	10,796 $463,000
Q1 2024 May 14, 2024	BUY	$42.98 - $43.99 $537,937 - $550,578	12,516 New	12,516 $543,000

Others Institutions Holding AGGY

# of Institutions

182

Shares Held

15.8M

Call Options Held

Put Options Held

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About WISDOMTREE YIELD ENHANCED U.S.

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United Advisor Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History