Advisor Group Holdings, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Advisor Group Holdings, Inc.

$39.8 Billion
Q4 2024

A detailed history of Advisor Group Holdings, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 81,630 shares of AGGY stock, worth $3.56 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

81,630

Previous 84,375 3.25%

Holding current value

$3.56 Million

Previous $3.77 Million 7.13%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$42.79 - $44.9 $117,458 - $123,250	-2,745 Reduced 3.25%	81,630 $3.5 Million
Q3 2024 Nov 13, 2024	BUY	$42.76 - $45.16 $2.66 Million - $2.81 Million	62,263 Added 281.58%	84,375 $3.77 Million
Q2 2024 Aug 13, 2024	SELL	$42.1 - $43.44 $16,629 - $17,158	-395 Reduced 1.76%	22,112 $949,000
Q1 2024 May 10, 2024	SELL	$42.98 - $43.99 $53,982 - $55,251	-1,256 Reduced 5.29%	22,507 $976,000
Q4 2023 Feb 12, 2024	SELL	$40.67 - $44.21 $267,811 - $291,122	-6,585 Reduced 21.7%	23,763 $1.05 Million
Q3 2023 Nov 13, 2023	BUY	$41.45 - $43.41 $55,998 - $58,646	1,351 Added 4.66%	30,348 $1.26 Million
Q2 2023 Aug 10, 2023	SELL	$42.79 - $44.17 $192,811 - $199,030	-4,506 Reduced 13.45%	28,997 $1.25 Million
Q1 2023 May 12, 2023	SELL	$42.44 - $44.52 $27,840 - $29,205	-656 Reduced 1.92%	33,503 $1.46 Million
Q4 2022 Feb 10, 2023	SELL	$41.0 - $43.97 $36,613 - $39,265	-893 Reduced 2.55%	34,159 $1.46 Million
Q3 2022 Nov 14, 2022	BUY	$41.91 - $46.15 $225,601 - $248,425	5,383 Added 18.14%	35,052 $1.48 Million
Q2 2022 Aug 10, 2022	SELL	$43.6 - $47.89 $3.32 Million - $3.65 Million	-76,226 Reduced 71.98%	29,669 $1.33 Million
Q1 2022 May 04, 2022	BUY	$47.38 - $51.33 $353,691 - $383,178	7,465 Added 7.58%	105,895 $5.07 Million
Q3 2021 Nov 05, 2021	BUY	$51.92 - $53.01 $668,781 - $682,821	12,881 Added 15.06%	98,430 $5.11 Million
Q2 2021 Aug 02, 2021	BUY	$51.34 - $52.27 $192,576 - $196,064	3,751 Added 4.59%	85,549 $4.47 Million
Q1 2021 May 13, 2021	BUY	$51.09 - $53.61 $213,658 - $224,197	4,182 Added 5.39%	81,798 $4.19 Million
Q4 2020 Feb 10, 2021	SELL	$53.28 - $53.95 $8.98 Million - $9.1 Million	-168,611 Reduced 68.48%	77,616 $4.17 Million
Q3 2020 Nov 12, 2020	BUY	$53.76 - $54.71 $2.39 Million - $2.43 Million	44,424 Added 22.01%	246,227 $13.3 Million
Q2 2020 Aug 14, 2020	SELL	$51.53 - $53.82 $1.67 Million - $1.75 Million	-32,483 Reduced 13.86%	201,803 $10.9 Million
Q1 2020 May 18, 2020	BUY	$47.17 - $54.55 $11.1 Million - $12.8 Million	234,286 New	234,286 $12.1 Million

Others Institutions Holding AGGY

# of Institutions

174

Shares Held

20.6M

Call Options Held

900

Put Options Held

9.3K

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
Sector ETFs
Industry ETFs

More about AGGY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.

Account

Advisor Group Holdings, Inc. Wisdomtree Yield Enhanced U.S. Transaction History