Dynamic Advisor Solutions LLC Wisdomtree Yield Enhanced U.S. Transaction History

Dynamic Advisor Solutions LLC

$3.28 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 10, 2023	BUY	$42.44 - $44.52 $20,625 - $21,636	486 Added 9.02%	5,876 $256,000
Q4 2022 Jan 12, 2023	SELL	$41.0 - $43.97 $158,957 - $170,471	-3,877 Reduced 41.84%	5,390 $230 Million
Q3 2022 Oct 20, 2022	SELL	$41.91 - $46.15 $18,398 - $20,259	-439 Reduced 4.52%	9,267 $391,000
Q2 2022 Jul 27, 2022	SELL	$43.6 - $47.89 $32,525 - $35,725	-746 Reduced 7.14%	9,706 $434,000
Q1 2022 Apr 11, 2022	SELL	$47.38 - $51.33 $162,134 - $175,651	-3,422 Reduced 24.66%	10,452 $500,000
Q4 2021 Jan 26, 2022	SELL	$51.35 - $52.36 $22,337 - $22,776	-435 Reduced 3.04%	13,874 $717,000
Q3 2021 Oct 28, 2021	SELL	$51.92 - $53.01 $1,194 - $1,219	-23 Reduced 0.16%	14,309 $743,000
Q2 2021 Aug 10, 2021	BUY	$51.34 - $52.27 $2,926 - $2,979	57 Added 0.4%	14,332 $748,000
Q1 2021 Apr 27, 2021	BUY	$51.09 - $53.61 $220,555 - $231,434	4,317 Added 43.35%	14,275 $731,000
Q4 2020 Feb 03, 2021	BUY	$53.28 - $53.95 $27,385 - $27,730	514 Added 5.44%	9,958 $535,000
Q3 2020 Oct 27, 2020	BUY	$53.76 - $54.71 $36,126 - $36,765	672 Added 7.66%	9,444 $508,000
Q2 2020 Aug 05, 2020	BUY	$51.53 - $53.82 $96,876 - $101,181	1,880 Added 27.28%	8,772 $472,000
Q1 2020 May 07, 2020	BUY	$47.17 - $54.55 $49,953 - $57,768	1,059 Added 18.16%	6,892 $356,000
Q4 2019 Feb 04, 2020	BUY	$51.78 - $52.68 $302,032 - $307,282	5,833 New	5,833 $305,000

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

0

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 Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.