Goldstone Financial Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Goldstone Financial Group, LLC

  • $845 Billion
  • Q3 2025

A detailed history of Goldstone Financial Group, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 21,608 shares of AGGY stock, worth $952,912. This represents 0.11% of its overall portfolio holdings.

Number of Shares
21,608
Previous 21,265 1.61%
Holding current value
$952,912
Previous $925 Million 3.42%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 17, 2025
BUY
$43.1 - $44.6 $14,783 - $15,297
343 Added 1.61%
21,608 $957 Million
Q2 2025

Jul 08, 2025
SELL
$42.51 - $43.7 $1.32 Million - $1.36 Million
-31,109 Reduced 59.4%
21,265 $925 Million
Q1 2025

Apr 16, 2025
BUY
$42.36 - $43.8 $49,942 - $51,640
1,179 Added 2.3%
52,374 $2.27 Billion
Q4 2024

Jan 14, 2025
BUY
$42.79 - $44.9 $312,580 - $327,994
7,305 Added 16.64%
51,195 $2.2 Billion
Q3 2024

Oct 28, 2024
BUY
$42.76 - $45.16 $1.88 Million - $1.98 Million
43,890 New
43,890 $1.96 Billion
Q2 2024

Jan 15, 2025
SELL
$42.1 - $43.44 $603,503 - $622,712
-14,335 Reduced 28.0%
36,860 $1.58 Billion
Q1 2024

Jan 15, 2025
BUY
$42.98 - $43.99 $217,951 - $223,073
5,071 Added 21.39%
28,774 $1.25 Billion
Q4 2023

Jan 15, 2025
BUY
$40.67 - $44.21 $263,500 - $286,436
6,479 Added 37.62%
23,703 $1.04 Billion
Q3 2023

Jan 15, 2025
BUY
$41.45 - $43.41 $174,919 - $183,190
4,220 Added 32.45%
17,224 $715 Million
Q2 2023

Jan 15, 2025
BUY
$42.79 - $44.17 $109,799 - $113,340
2,566 Added 24.58%
13,004 $560 Million
Q1 2023

Jan 15, 2025
SELL
$42.44 - $44.52 $1.73 Million - $1.81 Million
-40,757 Reduced 79.61%
10,438 $456 Million

Others Institutions Holding AGGY

# of Institutions
182
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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