Perennial Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Perennial Advisors, LLC

$450 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$42.44 - $44.52 $254,852 - $267,342	6,005 New	6,005 $262,000
Q1 2022 Apr 27, 2022	BUY	$47.38 - $51.33 $284,516 - $308,236	6,005 New	6,005 $287,000
Q3 2021 Nov 08, 2021	SELL	$51.92 - $53.01 $197,919 - $202,074	-3,812 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$51.09 - $53.61 $23,807 - $24,982	466 Added 13.93%	3,812 $195,000
Q4 2020 Feb 12, 2021	BUY	$53.28 - $53.95 $178,274 - $180,516	3,346 New	3,346 $180,000
Q3 2020 Nov 16, 2020	SELL	$53.76 - $54.71 $164,559 - $167,467	-3,061 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$51.53 - $53.82 $157,733 - $164,743	3,061 New	3,061 $165,000
Q1 2019 Apr 30, 2019	SELL	N/A	-1,525 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	N/A	1,525 New	1,525 $74,000

Others Institutions Holding AGGY

# of Institutions

174

Shares Held

20.6M

Call Options Held

900

Put Options Held

9.3K

About WISDOMTREE YIELD ENHANCED U.S.

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