A detailed history of Wealthcare Advisory Partners LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 12,416 shares of AGGY stock, worth $547,545. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,416
Previous 11,228 10.58%
Holding current value
$547,545
Previous $497,000 10.06%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 14, 2026

BUY
$44.07 - $44.82 $52,355 - $53,246
1,188 Added 10.58%
12,416 $547,000
Q3 2025

Nov 07, 2025

BUY
$43.1 - $44.6 $173,348 - $179,381
4,022 Added 55.81%
11,228 $497,000
Q2 2025

Jul 22, 2025

BUY
$42.51 - $43.7 $64,062 - $65,855
1,507 Added 26.44%
7,206 $314,000
Q1 2025

Apr 14, 2025

BUY
$42.36 - $43.8 $241,409 - $249,616
5,699 New
5,699 $246,000
Q2 2021

Aug 16, 2021

SELL
$51.34 - $52.27 $182,770 - $186,081
-3,560 Closed
0 $0
Q1 2021

Apr 30, 2021

SELL
$51.09 - $53.61 $9,860 - $10,346
-193 Reduced 5.14%
3,560 $182,000
Q4 2020

Feb 12, 2021

BUY
$53.28 - $53.95 $199,959 - $202,474
3,753 New
3,753 $202,000

Others Institutions Holding AGGY

About WISDOMTREE YIELD ENHANCED U.S.


  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.