Golden State Equity Partners Wisdomtree Yield Enhanced U.S. Transaction History

Golden State Equity Partners

$510 Million
Q4 2024

A detailed history of Golden State Equity Partners transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Golden State Equity Partners holds 72,982 shares of AGGY stock, worth $3.13 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

72,982

Holding current value

$3.13 Million

% of portfolio

0.61%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$42.79 - $44.9 $3.12 Million - $3.28 Million	72,982 New	72,982 $3.13 Million
Q3 2024 Oct 25, 2024	SELL	$42.76 - $45.16 $218,076 - $230,315	-5,100 Reduced 8.79%	52,907 $2.37 Million
Q2 2024 Jul 29, 2024	SELL	$42.1 - $43.44 $231,381 - $238,746	-5,496 Reduced 8.65%	58,007 $2.49 Million
Q4 2023 Feb 02, 2024	BUY	$40.67 - $44.21 $30,258 - $32,892	744 Added 1.19%	63,503 $2.8 Million
Q3 2023 Oct 20, 2023	BUY	$41.45 - $43.41 $2.02 Million - $2.11 Million	48,691 Added 346.11%	62,759 $2.61 Million
Q2 2023 Jul 19, 2023	SELL	$42.79 - $44.17 $1.83 Million - $1.89 Million	-42,866 Reduced 75.29%	14,068 $606,000
Q1 2023 Jun 01, 2023	SELL	$42.44 - $44.52 $418,840 - $439,367	-9,869 Reduced 14.77%	56,934 $2.49 Billion
Q1 2022 May 18, 2022	BUY	$47.38 - $51.33 $259,168 - $280,775	5,470 Added 8.92%	66,803 $3.2 Million
Q1 2022 May 16, 2022	SELL	$47.38 - $51.33 $5.17 Million - $5.61 Million	-109,198 Reduced 64.03%	61,333 $3.14 Million
Q4 2021 Feb 11, 2022	BUY	$51.35 - $52.36 $3.56 Million - $3.63 Million	69,292 Added 68.44%	170,531 $8.82 Million
Q3 2021 Nov 15, 2021	SELL	$51.92 - $53.01 $3,167 - $3,233	-61 Reduced 0.06%	101,239 $5.26 Million
Q2 2021 Aug 12, 2021	BUY	$51.34 - $52.27 $2.05 Million - $2.09 Million	39,967 Added 65.16%	101,300 $5.29 Million
Q1 2021 May 13, 2021	BUY	$51.09 - $53.61 $1.21 Million - $1.27 Million	23,621 Added 62.64%	61,333 $3.14 Million
Q4 2020 Feb 08, 2021	BUY	$53.28 - $53.95 $2.01 Million - $2.03 Million	37,712 New	37,712 $2.02 Million

Others Institutions Holding AGGY

# of Institutions

169

Shares Held

20.3M

Call Options Held

2.4K

Put Options Held

View Full List

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 Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Account

Golden State Equity Partners Wisdomtree Yield Enhanced U.S. Transaction History