Clearwater Capital Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Clearwater Capital Advisors, LLC

$967 Million
Q4 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 01, 2022	SELL	$41.91 - $46.15 $3.21 Million - $3.54 Million	-76,623 Reduced 46.39%	88,566 $3.74 Million
Q2 2022 Jul 21, 2022	SELL	$43.6 - $47.89 $301,930 - $331,638	-6,925 Reduced 4.02%	165,189 $7.39 Million
Q1 2022 May 03, 2022	SELL	$47.38 - $51.33 $117,502 - $127,298	-2,480 Reduced 1.42%	172,114 $8.24 Million
Q4 2021 Jan 26, 2022	SELL	$51.35 - $52.36 $60,644 - $61,837	-1,181 Reduced 0.67%	174,594 $9.02 Million
Q3 2021 Nov 03, 2021	SELL	$51.92 - $53.01 $34,474 - $35,198	-664 Reduced 0.38%	175,775 $9.13 Million
Q2 2021 Aug 04, 2021	SELL	$51.34 - $52.27 $1.03 Million - $1.05 Million	-20,089 Reduced 10.22%	176,439 $9.21 Million
Q1 2021 Apr 21, 2021	SELL	$51.09 - $53.61 $11.3 Million - $11.9 Million	-221,895 Reduced 53.03%	196,528 $10.1 Million
Q4 2020 Jan 21, 2021	BUY	$53.28 - $53.95 $3.46 Million - $3.51 Million	64,974 Added 18.38%	418,423 $22.5 Million
Q3 2020 Oct 16, 2020	BUY	$53.76 - $54.71 $1.13 Million - $1.15 Million	21,005 Added 6.32%	353,449 $19 Million
Q2 2020 Jul 30, 2020	BUY	$51.53 - $53.82 $6.82 Million - $7.13 Million	132,443 Added 66.22%	332,444 $17.9 Million
Q1 2020 Apr 15, 2020	BUY	$47.17 - $54.55 $1.37 Million - $1.58 Million	29,024 Added 16.98%	200,001 $10.3 Million
Q4 2019 Jan 27, 2020	BUY	$51.78 - $52.68 $2.44 Million - $2.49 Million	47,207 Added 38.14%	170,977 $8.93 Million
Q3 2019 Nov 04, 2019	BUY	$51.74 - $52.41 $711,166 - $720,375	13,745 Added 12.49%	123,770 $6.47 Million
Q2 2019 Jul 26, 2019	BUY	N/A	22,385 Added 25.54%	110,025 $5.64 Million
Q1 2019 May 13, 2019	BUY	N/A	87,640 New	87,640 $4.37 Million

Others Institutions Holding AGGY

# of Institutions

174

Shares Held

20.6M

Call Options Held

900

Put Options Held

9.3K

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 Clearwater Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearwater Capital Advisors, LLC with notifications on news.