Creative Planning Wisdomtree Yield Enhanced U.S. Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Creative Planning holds 17,253 shares of AGGY stock, worth $747,399. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,253

Previous 15,421 11.88%

Holding current value

$747,399

Previous $689,000 7.4%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$42.79 - $44.9 $78,391 - $82,256	1,832 Added 11.88%	17,253 $740,000
Q3 2024 Oct 11, 2024	SELL	$42.76 - $45.16 $769 - $812	-18 Reduced 0.12%	15,421 $689,000
Q2 2024 Aug 15, 2024	BUY	$42.1 - $43.44 $62,981 - $64,986	1,496 Added 10.73%	15,439 $663,000
Q1 2024 May 10, 2024	SELL	$42.98 - $43.99 $103,109 - $105,532	-2,399 Reduced 14.68%	13,943 $605,000
Q4 2023 Feb 14, 2024	BUY	$40.67 - $44.21 $19,521 - $21,220	480 Added 3.03%	16,342 $719,000
Q3 2023 Nov 16, 2023	SELL	$41.45 - $43.41 $709,250 - $742,788	-17,111 Reduced 51.89%	15,862 $658,000
Q2 2023 Jul 21, 2023	SELL	$42.79 - $44.17 $455,799 - $470,498	-10,652 Reduced 24.42%	32,973 $1.42 Million
Q1 2023 May 15, 2023	SELL	$42.44 - $44.52 $1.89 Million - $1.98 Million	-44,483 Reduced 50.49%	43,625 $1.91 Million
Q4 2022 Feb 10, 2023	SELL	$41.0 - $43.97 $3.9 Million - $4.18 Million	-95,000 Reduced 51.88%	88,108 $3.76 Million
Q3 2022 Nov 03, 2022	SELL	$41.91 - $46.15 $1.9 Million - $2.09 Million	-45,329 Reduced 19.84%	183,108 $7.73 Million
Q2 2022 Aug 15, 2022	SELL	$43.6 - $47.89 $4.55 Million - $5 Million	-104,366 Reduced 31.36%	228,437 $10.2 Million
Q1 2022 May 16, 2022	SELL	$47.38 - $51.33 $3.56 Million - $3.85 Million	-75,098 Reduced 18.41%	332,803 $15.9 Million
Q4 2021 Feb 11, 2022	BUY	$51.35 - $52.36 $20.5 Million - $20.9 Million	399,900 Added 4998.13%	407,901 $21.1 Million
Q3 2021 Nov 10, 2021	BUY	$51.92 - $53.01 $415,411 - $424,133	8,001 New	8,001 $415,000
Q2 2021 Aug 04, 2021	SELL	$51.34 - $52.27 $560,786 - $570,945	-10,923 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$51.09 - $53.61 $22,581 - $23,695	-442 Reduced 3.89%	10,923 $559,000
Q4 2020 Jan 29, 2021	SELL	$53.28 - $53.95 $141,192 - $142,967	-2,650 Reduced 18.91%	11,365 $610,000
Q3 2020 Nov 05, 2020	SELL	$53.76 - $54.71 $150,904 - $153,570	-2,807 Reduced 16.69%	14,015 $754,000
Q2 2020 Jul 23, 2020	SELL	$51.53 - $53.82 $65,340 - $68,243	-1,268 Reduced 7.01%	16,822 $905,000
Q1 2020 May 05, 2020	SELL	$47.17 - $54.55 $280,614 - $324,517	-5,949 Reduced 24.75%	18,090 $934,000
Q4 2019 Jan 30, 2020	BUY	$51.78 - $52.68 $218,304 - $222,098	4,216 Added 21.27%	24,039 $1.26 Million
Q3 2019 Nov 01, 2019	SELL	$51.74 - $52.41 $67,727 - $68,604	-1,309 Reduced 6.19%	19,823 $1.04 Million
Q2 2019 Jul 26, 2019	BUY	N/A	7 Added 0.03%	21,132 $1.08 Million
Q1 2019 Apr 24, 2019	SELL	N/A	-8,382 Reduced 28.41%	21,125 $1.05 Million
Q4 2018 Feb 01, 2019	BUY	N/A	9,433 Added 46.99%	29,507 $1.42 Million
Q3 2018 Oct 25, 2018	SELL	N/A	-444 Reduced 2.16%	20,074 $971,000
Q2 2018 Jul 20, 2018	BUY	N/A	1,112 Added 5.73%	20,518 $994,000
Q1 2018 Apr 18, 2018	BUY	N/A	1,844 Added 10.5%	19,406 $957,000
Q4 2017 Jan 17, 2018	BUY	N/A	7,820 Added 80.27%	17,562 $891,000
Q3 2017 Oct 17, 2017	BUY	N/A	9,742	9,742 $494,000

Others Institutions Holding AGGY

# of Institutions

178

Shares Held

20.7M

Call Options Held

900

Put Options Held

9.3K

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About WISDOMTREE YIELD ENHANCED U.S.

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Creative Planning Wisdomtree Yield Enhanced U.S. Transaction History