Wealthsource Partners, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Wealthsource Partners, LLC holds 61,976 shares of AGGY stock, worth $2.73 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

61,976

Holding current value

$2.73 Million

% of portfolio

0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	BUY	$40.67 - $44.21 $2.52 Million - $2.74 Million	61,976 New	61,976 $2.73 Million
Q3 2022 Nov 14, 2022	SELL	$41.91 - $46.15 $12.6 Million - $13.9 Million	-300,341 Reduced 93.87%	19,622 $828,000
Q2 2022 Aug 10, 2022	BUY	$43.6 - $47.89 $5.82 Million - $6.39 Million	133,446 Added 71.55%	319,963 $14.3 Million
Q1 2022 May 09, 2022	BUY	$47.38 - $51.33 $3.53 Million - $3.82 Million	74,514 Added 66.53%	186,517 $8.93 Million
Q4 2021 Feb 14, 2022	BUY	$51.35 - $52.36 $2.17 Million - $2.21 Million	42,295 Added 60.67%	112,003 $5.79 Million

Q3 2021 Nov 18, 2021	SELL	$51.92 - $53.01 $147,972 - $151,078	-2,850 Reduced 3.93%	69,708 $3.62 Million
Q2 2021 Nov 18, 2021	BUY	$51.34 - $52.27 $252,490 - $257,063	4,918 Added 7.27%	72,558 $3.79 Million
Q1 2021 Jun 21, 2021	BUY	$51.09 - $53.61 $3.46 Million - $3.63 Million	67,640 New	67,640 $3.46 Million

Others Institutions Holding AGGY

# of Institutions

182

Shares Held

15.9M

Call Options Held

Put Options Held

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About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Wealthsource Partners, LLC Wisdomtree Yield Enhanced U.S. Transaction History