Lionshead Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Lionshead Wealth Management, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Lionshead Wealth Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 9,772 shares of AGGY stock, worth $430,945. This represents 0.34% of its overall portfolio holdings.

Number of Shares
9,772
Previous 5,134 90.34%
Holding current value
$430,945
Previous $223 Million 94.02%
% of portfolio
0.34%
Previous 0.23%

Shares

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

Oct 10, 2025
BUY
$43.1 - $44.6 $199,897 - $206,854
4,638 Added 90.34%
9,772 $433 Million
Q1 2025

May 14, 2025
SELL
$42.36 - $43.8 $154,275 - $159,519
-3,642 Reduced 41.5%
5,134 $223 Million
Q4 2024

Feb 14, 2025
BUY
$42.79 - $44.9 $375,525 - $394,042
8,776 New
8,776 $377 Million

Others Institutions Holding AGGY

# of Institutions
182
Shares Held
15.8M
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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