Retirement Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 15, 2023	BUY	N/A	2 Added 0.39%	518 $24,000
Q3 2022 Nov 14, 2022	BUY	N/A	2 Added 0.39%	516 $24,000
Q2 2022 Aug 04, 2022	BUY	N/A	2 Added 0.39%	514 $24,000
Q1 2022 May 06, 2022	SELL	N/A	-867 Reduced 62.87%	512 $25,000
Q4 2021 Feb 09, 2022	BUY	N/A	5 Added 0.36%	1,379 $70,000

Q3 2021 Nov 16, 2021	BUY	N/A	2 Added 0.15%	1,374 $70,000
Q2 2021 Aug 17, 2021	SELL	N/A	-2,382 Reduced 63.45%	1,372 $70,000
Q1 2021 May 04, 2021	SELL	N/A	-648 Reduced 14.72%	3,754 $191,000
Q4 2020 Feb 22, 2021	SELL	N/A	-874 Reduced 16.57%	4,402 $226,000
Q3 2020 Nov 16, 2021	SELL	N/A	-58,526 Reduced 91.73%	5,276 $272,000
Q3 2020 Sep 08, 2021	BUY	N/A	58,646 Added 1137.43%	63,802 $1.16 Million
Q2 2020 Sep 08, 2021	BUY	N/A	5,156 New	5,156 $266,000

Others Institutions Holding SHAG

# of Institutions

31

Shares Held

605K

Call Options Held

0

Put Options Held

0

About WISDOMTREE YIELD ENHANCED U.S.

Ticker SHAG

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