Resources Investment Advisors, Llc. Wisdomtree Yield Enhanced U.S. Transaction History

Resources Investment Advisors, Llc.

  • $8.93 Billion
  • Q3 2025

A detailed history of Resources Investment Advisors, Llc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 11,957 shares of AGGY stock, worth $527,303. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,957
Previous 12,549 4.72%
Holding current value
$527,303
Previous $547,000 3.29%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 10, 2025
SELL
$43.1 - $44.6 $25,515 - $26,403
-592 Reduced 4.72%
11,957 $529,000
Q2 2025

Aug 07, 2025
SELL
$42.51 - $43.7 $20,362 - $20,932
-479 Reduced 3.68%
12,549 $547,000
Q1 2025

Apr 28, 2025
SELL
$42.36 - $43.8 $767,181 - $793,261
-18,111 Reduced 58.16%
13,028 $565,000
Q4 2024

Feb 13, 2025
SELL
$42.79 - $44.9 $386,564 - $405,626
-9,034 Reduced 22.49%
31,139 $1.34 Million
Q3 2024

Nov 06, 2024
BUY
$42.76 - $45.16 $273,279 - $288,617
6,391 Added 18.92%
40,173 $1.8 Million
Q2 2024

Aug 02, 2024
BUY
$42.1 - $43.44 $642,025 - $662,460
15,250 Added 82.29%
33,782 $1.45 Million
Q1 2024

May 10, 2024
BUY
$42.98 - $43.99 $330,172 - $337,931
7,682 Added 70.8%
18,532 $804,000
Q4 2023

Feb 13, 2024
BUY
$40.67 - $44.21 $441,269 - $479,678
10,850 New
10,850 $477,000
Q4 2021

Feb 23, 2022
SELL
$51.35 - $52.36 $202,524 - $206,507
-3,944 Closed
0 $0
Q3 2021

Nov 05, 2021
SELL
$51.92 - $53.01 $62,563 - $63,877
-1,205 Reduced 23.4%
3,944 $0
Q2 2021

Aug 09, 2021
SELL
$51.34 - $52.27 $148,372 - $151,060
-2,890 Reduced 35.95%
5,149 $0
Q1 2021

May 10, 2021
SELL
$51.09 - $53.61 $2.14 Million - $2.24 Million
-41,873 Reduced 83.89%
8,039 $0
Q4 2020

Feb 08, 2021
SELL
$53.28 - $53.95 $148,011 - $149,873
-2,778 Reduced 5.27%
49,912 $0
Q3 2020

Oct 09, 2020
SELL
$53.76 - $54.71 $184,988 - $188,257
-3,441 Reduced 6.13%
52,690 $0
Q2 2020

Aug 14, 2020
SELL
$51.53 - $53.82 $70,493 - $73,625
-1,368 Reduced 2.38%
56,131 $0
Q1 2020

May 14, 2020
SELL
$47.17 - $54.55 $33,679 - $38,948
-714 Reduced 1.23%
57,499 $0
Q4 2019

Feb 07, 2020
BUY
$51.78 - $52.68 $229,747 - $233,741
4,437 Added 8.25%
58,213 $0
Q3 2019

Nov 08, 2019
BUY
$51.74 - $52.41 $145,699 - $147,586
2,816 Added 5.53%
53,776 $0
Q2 2019

Aug 12, 2019
BUY
N/A
4,203 Added 8.99%
50,960 $0
Q1 2019

May 10, 2019
BUY
N/A
14,717 Added 45.93%
46,757 $0
Q4 2018

Feb 12, 2019
BUY
N/A
32,040 New
32,040 $1.55 Million

Others Institutions Holding AGGY

# of Institutions
181
Shares Held
15.9M
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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