Symphony Financial, Ltd. Co. Wisdomtree Yield Enhanced U.S. Transaction History

Symphony Financial, Ltd. Co.

$816 Million
Q3 2025

A detailed history of Symphony Financial, Ltd. Co. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 29,369 shares of AGGY stock, worth $1.3 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

29,369

Previous 38,088 22.89%

Holding current value

$1.3 Million

Previous $1.66 Million 21.73%

% of portfolio

0.16%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$43.1 - $44.6 $375,788 - $388,867	-8,719 Reduced 22.89%	29,369 $1.3 Million
Q2 2025 Aug 11, 2025	BUY	$42.51 - $43.7 $1.62 Million - $1.66 Million	38,088 New	38,088 $1.66 Million
Q4 2024 Jan 24, 2025	BUY	$42.79 - $44.9 $1.41 Million - $1.48 Million	32,974 Added 8.89%	403,739 $17.3 Million
Q3 2024 Oct 21, 2024	BUY	$42.76 - $45.16 $1.52 Million - $1.6 Million	35,487 Added 10.58%	370,765 $16.6 Million
Q2 2024 Jul 17, 2024	BUY	$42.1 - $43.44 $1.13 Million - $1.16 Million	26,805 Added 8.69%	335,278 $14.4 Million

Q1 2024 Apr 17, 2024	BUY	$42.98 - $43.99 $1.81 Million - $1.86 Million	42,215 Added 15.85%	308,473 $13.4 Million
Q4 2023 Jan 18, 2024	BUY	$40.67 - $44.21 $2.85 Million - $3.09 Million	69,978 Added 35.65%	266,258 $11.7 Million
Q3 2023 Nov 07, 2023	BUY	$41.45 - $43.41 $3.05 Million - $3.19 Million	73,468 Added 59.82%	196,280 $8.15 Million
Q2 2023 Jul 12, 2023	BUY	$42.79 - $44.17 $5.26 Million - $5.42 Million	122,812 New	122,812 $5.29 Million

Others Institutions Holding AGGY

# of Institutions

182

Shares Held

15.8M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
Sector ETFs
Industry ETFs

More about AGGY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Symphony Financial, Ltd. Co., based on Form 13F filings with the SEC.

News

Stay updated on Symphony Financial, Ltd. Co. with notifications on news.

Account

Symphony Financial, Ltd. Co. Wisdomtree Yield Enhanced U.S. Transaction History