Simpli Fi, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Simpli Fi, Inc.

$220 Million
Q3 2024

A detailed history of Simpli Fi, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Simpli Fi, Inc. holds 850,131 shares of AGGY stock, worth $37 Million. This represents 17.24% of its overall portfolio holdings.

Number of Shares

850,131

Previous 841,265 1.05%

Holding current value

$37 Million

Previous $36.1 Million 5.17%

% of portfolio

17.24%

Previous 16.69%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$42.76 - $45.16 $379,110 - $400,388	8,866 Added 1.05%	850,131 $38 Million
Q2 2024 Jul 25, 2024	SELL	$42.1 - $43.44 $1.75 Million - $1.81 Million	-41,592 Reduced 4.71%	841,265 $36.1 Million
Q1 2024 Apr 22, 2024	BUY	$42.98 - $43.99 $865,789 - $886,134	20,144 Added 2.33%	882,857 $38.3 Million
Q3 2023 Oct 10, 2023	BUY	$41.45 - $43.41 $531,969 - $557,123	12,834 Added 1.51%	862,713 $35.8 Million
Q2 2023 Jul 17, 2023	BUY	$42.79 - $44.17 $2.04 Million - $2.11 Million	47,742 Added 5.95%	849,879 $36.6 Million
Q1 2023 Apr 19, 2023	SELL	$42.44 - $44.52 $6.78 Million - $7.11 Million	-159,765 Reduced 16.61%	802,137 $35 Million
Q4 2022 Jan 23, 2023	BUY	$41.0 - $43.97 $39.4 Million - $42.3 Million	961,902 New	961,902 $0
Q2 2021 Jul 21, 2021	SELL	$51.34 - $52.27 $49.3 Million - $50.2 Million	-960,588 Closed	0 $0
Q1 2021 Apr 14, 2021	BUY	$51.09 - $53.61 $1.35 Million - $1.42 Million	26,507 Added 2.84%	960,588 $49.2 Million
Q4 2020 Jan 28, 2021	BUY	$53.28 - $53.95 $13.2 Million - $13.4 Million	248,450 Added 36.24%	934,081 $50.2 Million
Q3 2020 Oct 23, 2020	BUY	$53.76 - $54.71 $1.22 Million - $1.25 Million	22,780 Added 3.44%	685,631 $36.9 Million
Q2 2020 Jul 13, 2020	BUY	$51.53 - $53.82 $6.24 Million - $6.52 Million	121,054 Added 22.34%	662,851 $35.7 Million
Q1 2020 Apr 09, 2020	BUY	$47.17 - $54.55 $25.6 Million - $29.6 Million	541,797 New	541,797 $28 Million

Others Institutions Holding AGGY

# of Institutions

154

Shares Held

19.4M

Call Options Held

Put Options Held

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About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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