Team Financial Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Team Financial Group, LLC

$216 Billion
Q3 2025

A detailed history of Team Financial Group, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Team Financial Group, LLC holds 6,918 shares of AGGY stock, worth $305,083. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,918

Previous 6,847 1.04%

Holding current value

$305,083

Previous $299 Million 2.53%

% of portfolio

0.14%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$43.1 - $44.6 $3,060 - $3,166	71 Added 1.04%	6,918 $306 Million
Q2 2025 Jul 21, 2025	SELL	$42.51 - $43.7 $6,674 - $6,860	-157 Reduced 2.24%	6,847 $299 Million
Q1 2025 Apr 22, 2025	BUY	$42.36 - $43.8 $18,426 - $19,053	435 Added 6.62%	7,004 $304 Million
Q4 2024 Jan 17, 2025	SELL	$42.79 - $44.9 $4,878 - $5,118	-114 Reduced 1.71%	6,569 $282 Million
Q3 2024 Oct 23, 2024	SELL	$42.76 - $45.16 $213 - $225	-5 Reduced 0.07%	6,683 $299 Million

Q2 2024 Aug 13, 2024	BUY	$42.1 - $43.44 $2,694 - $2,780	64 Added 0.97%	6,688 $287 Million
Q1 2024 May 10, 2024	SELL	$42.98 - $43.99 $53,510 - $54,767	-1,245 Reduced 15.82%	6,624 $287 Million
Q4 2023 Feb 14, 2024	SELL	$40.67 - $44.21 $6,954 - $7,559	-171 Reduced 2.13%	7,869 $346 Million
Q3 2023 Nov 15, 2023	BUY	$41.45 - $43.41 $333,258 - $349,016	8,040 New	8,040 $334 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 Team Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Team Financial Group, LLC with notifications on news.

Account

Team Financial Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History