Sfe Investment Counsel Wisdomtree Yield Enhanced U.S. Transaction History

Sfe Investment Counsel

  • $598 Million
  • Q3 2025

A detailed history of Sfe Investment Counsel transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Sfe Investment Counsel holds 9,639 shares of AGGY stock, worth $425,079. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,639
Previous 15,091 36.13%
Holding current value
$425,079
Previous $658,000 35.26%
% of portfolio
0.07%
Previous 0.12%

Shares

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

Nov 14, 2025
SELL
$43.1 - $44.6 $234,981 - $243,159
-5,452 Reduced 36.13%
9,639 $426,000
Q2 2025

Aug 07, 2025
SELL
$42.51 - $43.7 $545,955 - $561,239
-12,843 Reduced 45.98%
15,091 $658,000
Q1 2025

May 06, 2025
BUY
$42.36 - $43.8 $1.18 Million - $1.22 Million
27,934 New
27,934 $1.21 Million

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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