Smi Advisory Services, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Smi Advisory Services, LLC

  • $368 Million
  • Q4 2024

A detailed history of Smi Advisory Services, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Smi Advisory Services, LLC holds 10,695 shares of AGGY stock, worth $464,269. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,695
Previous 10,696 0.01%
Holding current value
$464,269
Previous $478,000 3.97%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$42.79 - $44.9 $42 - $44
-1 Reduced 0.01%
10,695 $459,000
Q3 2024

Oct 07, 2024
BUY
$42.76 - $45.16 $5,045 - $5,328
118 Added 1.12%
10,696 $478,000
Q2 2024

Jul 15, 2024
SELL
$42.1 - $43.44 $55,614 - $57,384
-1,321 Reduced 11.1%
10,578 $454,000
Q1 2024

Apr 15, 2024
BUY
$42.98 - $43.99 $243,524 - $249,247
5,666 Added 90.9%
11,899 $516,000
Q4 2023

Jan 12, 2024
BUY
$40.67 - $44.21 $253,496 - $275,560
6,233 New
6,233 $274,000

Others Institutions Holding AGGY

# of Institutions
174
Shares Held
20.6M
Call Options Held
900
Put Options Held
9.3K
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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