Atria Investments LLC Wisdomtree Yield Enhanced U.S. Transaction History

Atria Investments LLC

$8.14 Billion
Q3 2025

A detailed history of Atria Investments LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Atria Investments LLC holds 275,102 shares of AGGY stock, worth $12.1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

275,102

Previous 250,464 9.84%

Holding current value

$12.1 Million

Previous $10.9 Million 11.45%

% of portfolio

0.15%

Previous 0.14%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$43.1 - $44.6 $1.06 Million - $1.1 Million	24,638 Added 9.84%	275,102 $12.2 Million
Q2 2025 Aug 04, 2025	SELL	$42.51 - $43.7 $642,156 - $660,132	-15,106 Reduced 5.69%	250,464 $10.9 Million
Q1 2025 May 06, 2025	SELL	$42.36 - $43.8 $457,403 - $472,952	-10,798 Reduced 3.91%	265,570 $11.5 Million
Q4 2024 Feb 06, 2025	BUY	$42.79 - $44.9 $2.25 Million - $2.36 Million	52,601 Added 23.51%	276,368 $11.9 Million
Q3 2024 Nov 01, 2024	BUY	$42.76 - $45.16 $1.75 Million - $1.85 Million	40,973 Added 22.41%	223,767 $10 Million

Q2 2024 Aug 13, 2024	BUY	$42.1 - $43.44 $313,855 - $323,845	7,455 Added 4.25%	182,794 $7.85 Million
Q1 2024 May 21, 2024	BUY	$42.98 - $43.99 $948,482 - $970,771	22,068 Added 14.4%	175,339 $7.61 Million
Q4 2023 Feb 14, 2024	BUY	$40.67 - $44.21 $2.8 Million - $3.05 Million	68,926 Added 81.72%	153,271 $6.75 Million
Q3 2023 Nov 07, 2023	BUY	$41.45 - $43.41 $740,462 - $775,476	17,864 Added 26.87%	84,345 $3.5 Million
Q2 2023 Aug 04, 2023	BUY	$42.79 - $44.17 $331,536 - $342,229	7,748 Added 13.19%	66,481 $2.86 Million
Q1 2023 May 10, 2023	BUY	$42.44 - $44.52 $2.49 Million - $2.61 Million	58,733 New	58,733 $2.57 Million
Q3 2021 Nov 16, 2021	SELL	$51.92 - $53.01 $1.1 Million - $1.13 Million	-21,245 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$51.34 - $52.27 $231,748 - $235,946	-4,514 Reduced 17.52%	21,245 $1.11 Million
Q1 2021 May 11, 2021	BUY	$51.09 - $53.61 $1.32 Million - $1.38 Million	25,759 New	25,759 $1.32 Million
Q3 2020 Nov 05, 2020	SELL	$53.76 - $54.71 $2.05 Million - $2.09 Million	-38,158 Closed	0 $0
Q2 2020 Sep 22, 2020	SELL	$51.53 - $53.82 $133 Million - $139 Million	-2,579,847 Reduced 98.54%	38,158 $2.05 Million
Q2 2019 Aug 09, 2019	BUY	N/A	2,493,882 Added 2009.2%	2,618,005 $51,000
Q1 2019 May 15, 2019	BUY	N/A	110,702 Added 824.84%	124,123 $6.19 Million
Q4 2018 Feb 12, 2019	SELL	N/A	-16,573 Reduced 55.25%	13,421 $647,000
Q3 2018 Oct 09, 2018	SELL	N/A	-138,646 Reduced 82.21%	29,994 $1.45 Million
Q2 2018 Jul 13, 2018	BUY	N/A	15,792 Added 10.33%	168,640 $8.17 Million
Q1 2018 Apr 30, 2018	BUY	N/A	2,692 Added 1.79%	152,848 $7.54 Million
Q4 2017 Jan 16, 2018	BUY	N/A	11,997 Added 8.68%	150,156 $7.62 Million
Q3 2017 Oct 12, 2017	BUY	N/A	138,159	138,159 $7.01 Million

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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Atria Investments LLC Wisdomtree Yield Enhanced U.S. Transaction History