Defined Financial Planning LLC Wisdomtree Yield Enhanced U.S. Transaction History

Defined Financial Planning LLC

$121 Billion
Q3 2025

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Defined Financial Planning LLC holds 152,014 shares of AGGY stock, worth $6.7 Million. This represents 5.58% of its overall portfolio holdings.

Number of Shares

152,014

Previous 137,948 10.2%

Holding current value

$6.7 Million

Previous $5.95 Billion 13.23%

% of portfolio

5.58%

Previous 5.28%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$43.1 - $44.6 $606,244 - $627,343	14,066 Added 10.2%	152,014 $6.73 Billion
Q2 2025 Jul 22, 2025	SELL	$42.51 - $43.7 $972,968 - $1 Million	-22,888 Reduced 14.23%	137,948 $5.95 Billion
Q1 2025 Apr 15, 2025	BUY	$42.36 - $43.8 $591,472 - $611,579	13,963 Added 9.51%	160,836 $7 Billion
Q4 2024 Feb 13, 2025	BUY	$42.79 - $44.9 $6.28 Million - $6.59 Million	146,873 New	146,873 $6.3 Billion

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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Defined Financial Planning LLC Wisdomtree Yield Enhanced U.S. Transaction History