Diversify Advisory Services, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Diversify Advisory Services, LLC

  • $3.16 Trillion
  • Q4 2025

A detailed history of Diversify Advisory Services, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 18,350 shares of AGGY stock, worth $809,235. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,350
Previous 20,748 11.56%
Holding current value
$809,235
Previous $917 Million 11.64%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
SELL
$44.07 - $44.82 $105,679 - $107,478
-2,398 Reduced 11.56%
18,350 $810 Million
Q3 2025

Nov 12, 2025
BUY
$43.1 - $44.6 $163,780 - $169,480
3,800 Added 22.42%
20,748 $917 Million
Q2 2025

Aug 14, 2025
BUY
$42.51 - $43.7 $31,967 - $32,862
752 Added 4.64%
16,948 $740 Million
Q1 2025

May 05, 2025
BUY
$42.36 - $43.8 $24,611 - $25,447
581 Added 3.72%
16,196 $702 Million
Q4 2024

Jan 16, 2025
BUY
$42.79 - $44.9 $7,616 - $7,992
178 Added 1.15%
15,615 $663 Million
Q3 2024

Oct 24, 2024
BUY
$42.76 - $45.16 $660,086 - $697,134
15,437 New
15,437 $677 Million

Others Institutions Holding AGGY

# of Institutions
181
Shares Held
15.9M
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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