Lpl Financial LLC Wisdomtree Yield Enhanced U.S. Transaction History

Lpl Financial LLC

  • $320 Billion
  • Q3 2025

A detailed history of Lpl Financial LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Lpl Financial LLC holds 1,256,451 shares of AGGY stock, worth $55.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,256,451
Previous 1,224,588 2.6%
Holding current value
$55.4 Million
Previous $53.4 Million 4.11%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2025
BUY
$43.1 - $44.6 $1.37 Million - $1.42 Million
31,863 Added 2.6%
1,256,451 $55.6 Million
Q2 2025

Aug 12, 2025
SELL
$42.51 - $43.7 $495,794 - $509,673
-11,663 Reduced 0.94%
1,224,588 $53.4 Million
Q1 2025

May 07, 2025
SELL
$42.36 - $43.8 $3 Million - $3.1 Million
-70,783 Reduced 5.42%
1,236,251 $53.7 Million
Q4 2024

Feb 11, 2025
BUY
$42.79 - $44.9 $6.16 Million - $6.46 Million
143,924 Added 12.37%
1,307,034 $56.1 Million
Q3 2024

Nov 08, 2024
SELL
$42.76 - $45.16 $2.34 Million - $2.47 Million
-54,619 Reduced 4.49%
1,163,110 $52 Million
Q2 2024

Aug 07, 2024
SELL
$42.1 - $43.44 $200,564 - $206,948
-4,764 Reduced 0.39%
1,217,729 $52.3 Million
Q1 2024

May 10, 2024
SELL
$42.98 - $43.99 $9.15 Million - $9.37 Million
-212,968 Reduced 14.84%
1,222,493 $53.1 Million
Q4 2023

Feb 14, 2024
BUY
$40.67 - $44.21 $3.71 Million - $4.03 Million
91,179 Added 6.78%
1,435,461 $63.2 Million
Q3 2023

Nov 13, 2023
SELL
$41.45 - $43.41 $6.29 Million - $6.59 Million
-151,696 Reduced 10.14%
1,344,282 $55.8 Million
Q2 2023

Jul 31, 2023
SELL
$42.79 - $44.17 $13.8 Million - $14.3 Million
-322,635 Reduced 17.74%
1,495,978 $64.5 Million
Q1 2023

May 10, 2023
BUY
$42.44 - $44.52 $793,033 - $831,900
18,686 Added 1.04%
1,818,613 $79.5 Million
Q4 2022

Feb 07, 2023
BUY
$41.0 - $43.97 $7.63 Million - $8.18 Million
186,033 Added 11.53%
1,799,927 $76.8 Million
Q3 2022

Nov 14, 2022
BUY
$41.91 - $46.15 $2.54 Million - $2.8 Million
60,631 Added 3.9%
1,613,894 $68.1 Million
Q2 2022

Aug 12, 2022
SELL
$43.6 - $47.89 $1.03 Million - $1.13 Million
-23,692 Reduced 1.5%
1,553,263 $69.4 Million
Q1 2022

May 16, 2022
BUY
$47.38 - $51.33 $9.15 Million - $9.91 Million
193,052 Added 13.95%
1,576,955 $75.5 Million
Q4 2021

Feb 14, 2022
BUY
$51.35 - $52.36 $481,919 - $491,398
9,385 Added 0.68%
1,383,903 $71.5 Million
Q3 2021

Nov 15, 2021
BUY
$51.92 - $53.01 $4.47 Million - $4.56 Million
86,045 Added 6.68%
1,374,518 $71.4 Million
Q2 2021

Aug 13, 2021
SELL
$51.34 - $52.27 $1.19 Million - $1.22 Million
-23,271 Reduced 1.77%
1,288,473 $67.3 Million
Q1 2021

May 14, 2021
BUY
$51.09 - $53.61 $2.02 Million - $2.12 Million
39,487 Added 3.1%
1,311,744 $67.2 Million
Q4 2020

Feb 12, 2021
BUY
$53.28 - $53.95 $9.62 Million - $9.74 Million
180,555 Added 16.54%
1,272,257 $68.3 Million
Q3 2020

Nov 09, 2020
BUY
$53.76 - $54.71 $20.5 Million - $20.8 Million
380,798 Added 53.57%
1,091,702 $58.8 Million
Q2 2020

Aug 13, 2020
BUY
$51.53 - $53.82 $11.9 Million - $12.4 Million
231,129 Added 48.17%
710,904 $38.3 Million
Q1 2020

May 14, 2020
BUY
$47.17 - $54.55 $6.58 Million - $7.61 Million
139,421 Added 40.96%
479,775 $24.8 Million
Q4 2019

Feb 14, 2020
BUY
$51.78 - $52.68 $1.88 Million - $1.91 Million
36,323 Added 11.95%
340,354 $17.8 Million
Q3 2019

Nov 13, 2019
BUY
$51.74 - $52.41 $362,490 - $367,184
7,006 Added 2.36%
304,031 $15.9 Million
Q2 2019

Aug 09, 2019
BUY
N/A
280,681 Added 1717.33%
297,025 $15.2 Million
Q1 2019

May 08, 2019
BUY
N/A
6,795 Added 71.16%
16,344 $814,000
Q4 2018

Feb 07, 2019
BUY
N/A
1,302 Added 15.79%
9,549 $460,000
Q3 2018

Nov 14, 2018
BUY
N/A
365 Added 4.63%
8,247 $399,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,507 Added 23.64%
7,882 $382,000
Q1 2018

May 15, 2018
BUY
N/A
1,397 Added 28.06%
6,375 $314,000
Q4 2017

Feb 14, 2018
BUY
N/A
4,978
4,978 $253,000

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
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