Ifp Advisors, Inc Wisdomtree Yield Enhanced U.S. Transaction History

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Ifp Advisors, Inc holds 5,860 shares of AGGY stock, worth $258,426. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,860

Previous 2,821 107.73%

Holding current value

$258,426

Previous $123,000 110.57%

% of portfolio

0.01%

Previous 0.0%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	BUY	$43.1 - $44.6 $130,980 - $135,539	3,039 Added 107.73%	5,860 $259,000
Q2 2025 Jul 24, 2025	BUY	$42.51 - $43.7 $81,279 - $83,554	1,912 Added 210.34%	2,821 $123,000
Q1 2025 May 05, 2025	BUY	$42.36 - $43.8 $16,774 - $17,344	396 Added 77.19%	909 $39,000
Q4 2024 Feb 04, 2025	BUY	$42.79 - $44.9 $12,451 - $13,065	291 Added 131.08%	513 $22,000
Q1 2024 Jul 30, 2024	SELL	$42.98 - $43.99 $2,234 - $2,287	-52 Reduced 18.98%	222 $9,000

Q4 2023 Jan 09, 2024	SELL	$40.67 - $44.21 $4,107 - $4,465	-101 Reduced 26.93%	274 $12,000
Q1 2023 Apr 18, 2023	SELL	$42.44 - $44.52 $9.61 Million - $10.1 Million	-226,544 Reduced 99.83%	375 $16,000
Q4 2022 Feb 07, 2023	SELL	$41.0 - $43.97 $524,554 - $562,552	-12,794 Reduced 5.34%	226,919 $11.1 Million
Q3 2022 Nov 08, 2022	BUY	$41.91 - $46.15 $151,965 - $167,339	3,626 Added 1.54%	239,713 $11.7 Million
Q2 2022 Sep 06, 2022	BUY	$43.6 - $47.89 $10.3 Million - $11.3 Million	236,087 New	236,087 $11.5 Million
Q2 2022 Aug 12, 2022	SELL	$43.6 - $47.89 $10.3 Million - $11.3 Million	-236,087 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$47.38 - $51.33 $3.43 Million - $3.72 Million	72,488 Added 44.31%	236,087 $0
Q1 2022 Aug 08, 2022	BUY	$47.38 - $51.33 $3.32 Million - $3.6 Million	70,102 Added 74.98%	163,599 $0
Q4 2021 Jan 12, 2022	BUY	$51.35 - $52.36 $362,325 - $369,452	7,056 Added 8.16%	93,497 $4.84 Million
Q3 2021 Oct 06, 2021	BUY	$51.92 - $53.01 $209,756 - $214,160	4,040 Added 4.9%	86,441 $4.5 Million
Q2 2021 Jul 13, 2021	SELL	$51.34 - $52.27 $3.01 Million - $3.07 Million	-58,703 Reduced 41.6%	82,401 $4.29 Million
Q1 2021 Apr 30, 2021	BUY	$51.09 - $53.61 $1.42 Million - $1.49 Million	27,745 Added 24.48%	141,104 $7.22 Million
Q4 2020 Jan 25, 2021	BUY	$53.28 - $53.95 $222,657 - $225,457	4,179 Added 3.83%	113,359 $6.09 Million
Q3 2020 Oct 29, 2020	BUY	$53.76 - $54.71 $1.55 Million - $1.58 Million	28,798 Added 35.83%	109,180 $5.88 Million
Q2 2020 Aug 05, 2020	SELL	$51.53 - $53.82 $5,462 - $5,704	-106 Reduced 0.13%	80,382 $4.32 Million
Q1 2020 May 12, 2020	SELL	$47.17 - $54.55 $1.76 Million - $2.03 Million	-37,216 Reduced 31.62%	80,488 $4.09 Million
Q4 2019 Jan 17, 2020	BUY	$51.78 - $52.68 $357,437 - $363,650	6,903 Added 6.23%	117,704 $6.16 Million
Q3 2019 Nov 07, 2019	BUY	$51.74 - $52.41 $5.68 Million - $5.75 Million	109,751 Added 10452.48%	110,801 $5.79 Million
Q1 2019 May 15, 2019	SELL	N/A	-28,815 Reduced 96.48%	1,050 $52,000
Q4 2018 Jan 23, 2019	SELL	N/A	-2,943 Reduced 8.97%	29,865 $0
Q3 2018 Oct 25, 2018	BUY	N/A	799 Added 2.5%	32,808 $0
Q2 2018 Aug 07, 2018	BUY	N/A	8,034 Added 33.51%	32,009 $0
Q1 2018 Jun 03, 2019	BUY	N/A	12,331 Added 105.9%	23,975 $1.22 Million
Q1 2018 May 09, 2018	SELL	N/A	-12,331 Reduced 51.43%	11,644 $0
Q4 2017 Jan 24, 2018	BUY	N/A	8,339 Added 53.33%	23,975 $0
Q3 2017 Oct 30, 2017	BUY	N/A	4,727 Added 43.33%	15,636 $793,000
Q2 2017 Jun 03, 2019	BUY	N/A	10,784 Added 8627.2%	10,909 $551,000
Q4 2016 Jun 03, 2019	SELL	N/A	-925 Reduced 88.1%	125 $6,000
Q1 2016 Jun 03, 2019	BUY	N/A	1,050	1,050 $52,000

Others Institutions Holding AGGY

# of Institutions

182

Shares Held

15.8M

Call Options Held

Put Options Held

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