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

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 3,719 shares of AGGY stock, worth $164,007. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,719
Previous 3,759 1.06%
Holding current value
$164,007
Previous $166,000 1.2%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$44.07 - $44.82 $1,762 - $1,792
-40 Reduced 1.06%
3,719 $164,000
Q3 2025

Oct 29, 2025
BUY
$43.1 - $44.6 $162,012 - $167,651
3,759 New
3,759 $166,000
Q1 2025

Apr 16, 2025
BUY
$42.36 - $43.8 $151,267 - $156,409
3,571 Added 66.65%
8,929 $386,000
Q4 2024

Mar 17, 2025
SELL
$42.79 - $44.9 $11,553 - $12,123
-270 Reduced 4.8%
5,358 $229,000
Q3 2024

Oct 23, 2024
BUY
$42.76 - $45.16 $32,070 - $33,870
750 Added 15.38%
5,628 $251,000
Q2 2024

Jul 16, 2024
SELL
$42.1 - $43.44 $45 Million - $46.4 Million
-1,068,669 Reduced 99.55%
4,878 $209,000
Q1 2024

Apr 15, 2024
BUY
$42.98 - $43.99 $13.8 Million - $14.1 Million
319,942 Added 42.45%
1,073,547 $46.6 Million
Q4 2023

Jan 30, 2024
SELL
$40.67 - $44.21 $11.9 Million - $12.9 Million
-291,730 Reduced 27.91%
753,605 $33.2 Million
Q3 2023

Nov 13, 2023
BUY
$41.45 - $43.41 $43.3 Million - $45.4 Million
1,045,335 New
1,045,335 $43.4 Million

Others Institutions Holding AGGY

# of Institutions
185
Shares Held
16.1M
Call Options Held
0
Put Options Held
0
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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