Ci Private Wealth, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Ci Private Wealth, LLC holds 32,556 shares of AGGY stock, worth $1.44 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
32,556
Previous 33,421 2.59%
Holding current value
$1.44 Million
Previous $1.46 Million 1.17%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
$43.1 - $44.6 $37,281 - $38,579
-865 Reduced 2.59%
32,556 $1.44 Million
Q2 2025

Sep 26, 2025
SELL
$42.51 - $43.7 $1.42 Million - $1.46 Million
-33,421 Reduced 50.0%
33,421 $1.46 Million
Q2 2025

Aug 15, 2025
BUY
$42.51 - $43.7 $1.45 Million - $1.49 Million
34,065 Added 103.93%
66,842 $2.92 Million
Q1 2025

May 14, 2025
SELL
$42.36 - $43.8 $68,030 - $70,342
-1,606 Reduced 4.67%
32,777 $1.42 Million
Q4 2024

Feb 10, 2025
BUY
$42.79 - $44.9 $27,770 - $29,140
649 Added 1.92%
34,383 $1.48 Million
Q3 2024

Nov 12, 2024
SELL
$42.76 - $45.16 $546,686 - $577,370
-12,785 Reduced 27.48%
33,734 $1.51 Million
Q2 2024

Aug 13, 2024
BUY
$42.1 - $43.44 $46,604 - $48,088
1,107 Added 2.44%
46,519 $2 Million
Q1 2024

May 09, 2024
BUY
$42.98 - $43.99 $99,971 - $102,320
2,326 Added 5.4%
45,412 $1.97 Million
Q4 2023

Feb 09, 2024
SELL
$40.67 - $44.21 $207,864 - $225,957
-5,111 Reduced 10.6%
43,086 $1.9 Million
Q3 2023

Nov 03, 2023
SELL
$41.45 - $43.41 $1.17 Million - $1.22 Million
-28,217 Reduced 36.93%
48,197 $2 Million
Q2 2023

Aug 10, 2023
SELL
$42.79 - $44.17 $270,989 - $279,728
-6,333 Reduced 7.65%
76,414 $3.29 Million
Q1 2023

May 15, 2023
BUY
$42.44 - $44.52 $198,704 - $208,442
4,682 Added 6.0%
82,747 $3.62 Million
Q4 2022

Feb 15, 2023
BUY
$41.0 - $43.97 $3.2 Million - $3.43 Million
78,065 New
78,065 $3.33 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
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