Lion Street Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Lion Street Advisors, LLC

  • $310 Million
  • Q3 2025

A detailed history of Lion Street Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Lion Street Advisors, LLC holds 5,243 shares of AGGY stock, worth $231,216. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,243
Holding current value
$231,216
% of portfolio
0.07%

Shares

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

Nov 07, 2025
BUY
$43.1 - $44.6 $225,973 - $233,837
5,243 New
5,243 $232,000
Q2 2023

Jul 28, 2023
BUY
$42.79 - $44.17 $224,347 - $231,583
5,243 New
5,243 $225,000
Q4 2022

Jan 19, 2023
BUY
$41.0 - $43.97 $193,110 - $207,098
4,710 New
4,710 $0
Q3 2021

Nov 15, 2021
BUY
$51.92 - $53.01 $244,543 - $249,677
4,710 New
4,710 $245,000

Others Institutions Holding AGGY

# of Institutions
186
Shares Held
16.1M
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
Track This Portfolio

Track Lion Street Advisors, LLC Portfolio

Follow Lion Street Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lion Street Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lion Street Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email