Schwallier Wealth Management LLC Wisdomtree Yield Enhanced U.S. Transaction History

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 4,755 shares of AGGY stock, worth $209,695. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,755
Previous 18,751 74.64%
Holding current value
$209,695
Previous $818 Million 74.27%
% of portfolio
0.13%
Previous 0.5%

Shares

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

Nov 14, 2025
SELL
$43.1 - $44.6 $603,227 - $624,221
-13,996 Reduced 74.64%
4,755 $211 Million
Q2 2025

Aug 14, 2025
SELL
$42.51 - $43.7 $1.26 Million - $1.29 Million
-29,537 Reduced 61.17%
18,751 $818 Million
Q1 2025

Aug 14, 2025
SELL
$42.36 - $43.8 $8.93 Million - $9.23 Million
-210,818 Reduced 81.36%
48,288 $2.1 Billion
Q4 2024

Feb 14, 2025
BUY
$42.79 - $44.9 $249,636 - $261,946
5,834 Added 2.3%
259,106 $11.1 Billion
Q3 2024

Nov 07, 2024
BUY
$42.76 - $45.16 $526,888 - $556,461
12,322 Added 5.11%
253,272 $11.3 Billion
Q2 2024

Aug 13, 2024
BUY
$42.1 - $43.44 $637,351 - $657,638
15,139 Added 6.7%
240,950 $10.4 Billion
Q1 2024

May 14, 2024
SELL
$42.98 - $43.99 $1.75 Million - $1.79 Million
-40,753 Reduced 15.29%
225,811 $9.8 Billion
Q4 2023

Feb 14, 2024
BUY
$40.67 - $44.21 $10.8 Million - $11.8 Million
266,564 New
266,564 $11.7 Billion

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
More about AGGY
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