Evolution Wealth Management Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025

A detailed history of Evolution Wealth Management Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 5,081 shares of AGGY stock, worth $224,072. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,081
Previous 5,281 3.79%
Holding current value
$224,072
Previous $230 Million 2.38%
% of portfolio
0.23%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$43.1 - $44.6 $8,620 - $8,920
-200 Reduced 3.79%
5,081 $225 Million
Q2 2025

Aug 29, 2025
BUY
$42.51 - $43.7 $224,495 - $230,779
5,281 New
5,281 $230 Million

Others Institutions Holding AGGY

# of Institutions
182
Shares Held
15.8M
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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