James Investment Research Inc Wisdomtree Yield Enhanced U.S. Transaction History

James Investment Research Inc

  • $819 Million
  • Q4 2024

A detailed history of James Investment Research Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, James Investment Research Inc holds 8,116 shares of AGGY stock, worth $354,019. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,116
Previous 6,891 17.78%
Holding current value
$354,019
Previous $308,000 12.99%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$42.79 - $44.9 $52,417 - $55,002
1,225 Added 17.78%
8,116 $348,000
Q3 2024

Oct 29, 2024
BUY
$42.76 - $45.16 $24,244 - $25,605
567 Added 8.97%
6,891 $308,000
Q2 2024

Jul 30, 2024
BUY
$42.1 - $43.44 $51,656 - $53,300
1,227 Added 24.07%
6,324 $271,000
Q1 2024

May 01, 2024
BUY
$42.98 - $43.99 $219,069 - $224,217
5,097 New
5,097 $221,000

Others Institutions Holding AGGY

# of Institutions
173
Shares Held
20.6M
Call Options Held
900
Put Options Held
9.3K
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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