Wealth Plan Partners, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$42.1 - $43.44 $16,713 - $17,245	397 Added 0.57%	70,083 $3.01 Billion
Q1 2024 May 07, 2024	BUY	$42.98 - $43.99 $14,441 - $14,780	336 Added 0.48%	69,686 $3.02 Billion
Q4 2023 Jan 05, 2024	SELL	$40.67 - $44.21 $53,684 - $58,357	-1,320 Reduced 1.87%	69,350 $3.05 Billion
Q3 2023 Nov 01, 2023	SELL	$41.45 - $43.41 $75,148 - $78,702	-1,813 Reduced 2.5%	70,670 $2.93 Billion
Q2 2023 Jul 31, 2023	BUY	$42.79 - $44.17 $3.1 Million - $3.2 Million	72,483 New	72,483 $3.12 Billion
Q4 2022 Feb 16, 2023	SELL	$41.0 - $43.97 $45,018 - $48,279	-1,098 Reduced 1.36%	79,592 $3.45 Billion
Q1 2022 May 03, 2022	BUY	$47.38 - $51.33 $137,070 - $148,497	2,893 Added 3.72%	80,690 $3.67 Million
Q4 2021 Feb 01, 2022	SELL	$51.35 - $52.36 $20,077 - $20,472	-391 Reduced 0.5%	77,797 $3.91 Million
Q3 2021 Dec 09, 2021	BUY	$51.92 - $53.01 $42,366 - $43,256	816 Added 1.05%	78,188 $0
Q2 2021 Aug 19, 2021	BUY	$51.34 - $52.27 $170,089 - $173,170	3,313 Added 4.47%	77,372 $4.06 Million
Q1 2021 May 11, 2021	SELL	$51.09 - $53.61 $267,813 - $281,023	-5,242 Reduced 6.61%	74,059 $3.84 Million
Q4 2020 Feb 09, 2021	BUY	$53.28 - $53.95 $103,469 - $104,770	1,942 Added 2.51%	79,301 $4.21 Million
Q3 2020 Dec 18, 2020	SELL	$53.76 - $54.71 $379,438 - $386,143	-7,058 Reduced 8.36%	77,359 $4.15 Million
Q2 2020 Aug 19, 2020	BUY	$51.53 - $53.82 $57,455 - $60,009	1,115 Added 1.34%	84,417 $4.57 Million
Q1 2020 May 15, 2020	SELL	$47.17 - $54.55 $465,426 - $538,244	-9,867 Reduced 10.59%	83,302 $4.42 Million
Q4 2019 Feb 14, 2020	SELL	$51.78 - $52.68 $63,068 - $64,164	-1,218 Reduced 1.29%	93,169 $4.96 Million
Q3 2019 Nov 15, 2019	SELL	$51.74 - $52.41 $66,899 - $67,766	-1,293 Reduced 1.35%	94,387 $4.9 Million
Q2 2019 Aug 19, 2019	SELL	N/A	-5,886 Reduced 5.8%	95,680 $5 Million
Q1 2019 May 16, 2019	BUY	N/A	1,520 Added 1.52%	101,566 $5.09 Million
Q4 2018 Feb 20, 2019	SELL	N/A	-2,582 Reduced 2.52%	100,046 $4.9 Million
Q3 2018 Nov 21, 2018	BUY	N/A	792 Added 0.78%	102,628 $4.86 Million
Q2 2018 Aug 16, 2018	BUY	N/A	641 Added 0.63%	101,836 $4.94 Million
Q1 2018 May 16, 2018	BUY	N/A	101,195 New	101,195 $4.99 Million

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

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