Patriot Financial Group Insurance Agency, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 12,268 shares of AGGY stock, worth $526,665. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,268
Previous 12,329 0.49%
Holding current value
$526,665
Previous $551,000 4.54%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Jan 22, 2025
SELL
$42.79 - $44.9 $2,610 - $2,738
-61 Reduced 0.49%
12,268 $526,000
Q3 2024

Oct 24, 2024
BUY
$42.76 - $45.16 $95,611 - $100,977
2,236 Added 22.15%
12,329 $551,000
Q2 2024

Jul 26, 2024
BUY
$42.1 - $43.44 $12,461 - $12,858
296 Added 3.02%
10,093 $433,000
Q1 2024

Apr 30, 2024
BUY
$42.98 - $43.99 $129,412 - $132,453
3,011 Added 44.37%
9,797 $425,000
Q4 2023

Jan 19, 2024
BUY
$40.67 - $44.21 $31,153 - $33,864
766 Added 12.72%
6,786 $298,000
Q3 2023

Oct 19, 2023
SELL
$41.45 - $43.41 $65,946 - $69,065
-1,591 Reduced 20.9%
6,020 $249,000
Q2 2023

Jul 17, 2023
SELL
$42.79 - $44.17 $9,456 - $9,761
-221 Reduced 2.82%
7,611 $327,000
Q1 2023

Apr 20, 2023
BUY
$42.44 - $44.52 $23,893 - $25,064
563 Added 7.75%
7,832 $342,000
Q4 2022

Jan 17, 2023
SELL
$41.0 - $43.97 $71,504 - $76,683
-1,744 Reduced 19.35%
7,269 $0
Q3 2022

Oct 31, 2022
SELL
$41.91 - $46.15 $109,929 - $121,051
-2,623 Reduced 22.54%
9,013 $381,000
Q2 2022

Jul 29, 2022
SELL
$43.6 - $47.89 $389,217 - $427,514
-8,927 Reduced 43.41%
11,636 $520,000
Q1 2022

May 11, 2022
SELL
$47.38 - $51.33 $249,929 - $270,765
-5,275 Reduced 20.42%
20,563 $984,000
Q4 2021

Jan 10, 2022
SELL
$51.35 - $52.36 $473,857 - $483,178
-9,228 Reduced 26.32%
25,838 $1.34 Million
Q3 2021

Nov 24, 2021
SELL
$51.92 - $53.01 $352,900 - $360,308
-6,797 Reduced 16.24%
35,066 $1.82 Million
Q2 2021

Jul 30, 2021
SELL
$51.34 - $52.27 $1.06 Million - $1.08 Million
-20,649 Reduced 33.03%
41,863 $2.19 Million
Q1 2021

Apr 29, 2021
SELL
$51.09 - $53.61 $586,768 - $615,710
-11,485 Reduced 15.52%
62,512 $3.2 Million
Q4 2020

Jan 15, 2021
BUY
$53.28 - $53.95 $1.22 Million - $1.24 Million
22,975 Added 45.03%
73,997 $3.97 Million
Q3 2020

Oct 21, 2020
BUY
$53.76 - $54.71 $389,652 - $396,538
7,248 Added 16.56%
51,022 $2.75 Million
Q2 2020

Jul 10, 2020
BUY
$51.53 - $53.82 $503,087 - $525,444
9,763 Added 28.71%
43,774 $2.36 Million
Q1 2020

Apr 15, 2020
SELL
$47.17 - $54.55 $736,653 - $851,907
-15,617 Reduced 31.47%
34,011 $1.76 Million
Q4 2019

Jan 22, 2020
BUY
$51.78 - $52.68 $167,145 - $170,051
3,228 Added 6.96%
49,628 $2.59 Million
Q3 2019

Oct 25, 2019
BUY
$51.74 - $52.41 $524,384 - $531,175
10,135 Added 27.95%
46,400 $2.43 Million
Q2 2019

Aug 07, 2019
BUY
N/A
6,735 Added 22.81%
36,265 $1.87 Million
Q1 2019

Apr 29, 2019
BUY
N/A
11,798 Added 66.54%
29,530 $1.47 Million
Q4 2018

Feb 04, 2019
BUY
N/A
16,093 Added 981.88%
17,732 $855,000
Q3 2018

Oct 30, 2018
BUY
N/A
1,639 New
1,639 $79,000

Others Institutions Holding AGGY

# of Institutions
171
Shares Held
20.5M
Call Options Held
2.4K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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