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

Smi Advisory Services, LLC

$221 Million
Q3 2025

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 7,041 shares of AGGY stock, worth $310,508. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,041

Previous 12,081 41.72%

Holding current value

$310,508

Previous $527,000 40.99%

% of portfolio

0.14%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	SELL	$43.1 - $44.6 $217,224 - $224,784	-5,040 Reduced 41.72%	7,041 $311,000
Q2 2025 Jul 18, 2025	BUY	$42.51 - $43.7 $33,285 - $34,217	783 Added 6.93%	12,081 $527,000
Q1 2025 Apr 10, 2025	BUY	$42.36 - $43.8 $25,543 - $26,411	603 Added 5.64%	11,298 $489,000
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

182

Shares Held

15.8M

Call Options Held

Put Options Held

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About WISDOMTREE YIELD ENHANCED U.S.

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