Insight Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Insight Advisors, LLC

$359 Million
Q1 2025

A detailed history of Insight Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Insight Advisors, LLC holds 207,608 shares of AGGY stock, worth $8.92 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

207,608

Previous 192,221 8.0%

Holding current value

$8.92 Million

Previous $8.25 Million 9.01%

% of portfolio

2.5%

Previous 2.17%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$42.36 - $43.8 $651,793 - $673,950	15,387 Added 8.0%	207,608 $8.99 Million
Q4 2024 Jan 27, 2025	BUY	$42.79 - $44.9 $1.42 Million - $1.49 Million	33,259 Added 20.92%	192,221 $8.25 Million
Q3 2024 Oct 15, 2024	BUY	$42.76 - $45.16 $1.06 Million - $1.12 Million	24,861 Added 18.54%	158,962 $7.11 Million
Q2 2024 Jul 15, 2024	BUY	$42.1 - $43.44 $2.08 Million - $2.15 Million	49,407 Added 58.34%	134,101 $5.76 Million
Q1 2024 May 06, 2024	BUY	$42.98 - $43.99 $2.66 Million - $2.72 Million	61,806 Added 270.04%	84,694 $3.68 Million
Q4 2023 Jan 23, 2024	BUY	$40.67 - $44.21 $3,578 - $3,890	88 Added 0.39%	22,888 $1.01 Million
Q3 2023 Nov 07, 2023	BUY	$41.45 - $43.41 $1,450 - $1,519	35 Added 0.15%	22,800 $946,000
Q2 2023 Aug 07, 2023	SELL	$42.79 - $44.17 $3,979 - $4,107	-93 Reduced 0.41%	22,765 $980,000
Q1 2023 May 03, 2023	BUY	$42.44 - $44.52 $104,614 - $109,741	2,465 Added 12.09%	22,858 $998,000
Q4 2022 Feb 21, 2023	BUY	$41.0 - $43.97 $8,528 - $9,145	208 Added 1.03%	20,393 $869,000
Q3 2022 Dec 12, 2022	SELL	$41.91 - $46.15 $63,828 - $70,286	-1,523 Reduced 7.02%	20,185 $852,000
Q2 2022 Aug 11, 2022	SELL	$43.6 - $47.89 $480,951 - $528,274	-11,031 Reduced 33.69%	21,708 $998,000
Q1 2022 May 13, 2022	SELL	$47.38 - $51.33 $521,132 - $564,578	-10,999 Reduced 25.15%	32,739 $1.57 Million
Q4 2021 Feb 09, 2022	SELL	$51.35 - $52.36 $47,960 - $48,904	-934 Reduced 2.09%	43,738 $2.26 Million
Q3 2021 Nov 12, 2021	BUY	$51.92 - $53.01 $153,890 - $157,121	2,964 Added 7.11%	44,672 $2.33 Million
Q2 2021 Aug 12, 2021	BUY	$51.34 - $52.27 $222,096 - $226,120	4,326 Added 11.57%	41,708 $2.21 Million
Q1 2021 May 17, 2021	BUY	$51.09 - $53.61 $185,609 - $194,765	3,633 Added 10.76%	37,382 $1.93 Million
Q4 2020 Feb 12, 2021	BUY	$53.28 - $53.95 $1.8 Million - $1.82 Million	33,749 New	33,749 $1.81 Million

Others Institutions Holding AGGY

# of Institutions

179

Shares Held

20.7M

Call Options Held

900

Put Options Held

9.3K

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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Insight Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History