Western Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Western Wealth Management, LLC

$1.8 Billion
Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Western Wealth Management, LLC holds 12,319 shares of AGGY stock, worth $543,267. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,319

Previous 12,231 0.72%

Holding current value

$543,267

Previous $533,000 2.25%

% of portfolio

0.03%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$43.1 - $44.6 $3,792 - $3,924	88 Added 0.72%	12,319 $545,000
Q2 2025 Aug 08, 2025	SELL	$42.51 - $43.7 $8,544 - $8,783	-201 Reduced 1.62%	12,231 $533,000
Q1 2025 Apr 23, 2025	SELL	$42.36 - $43.8 $6,396 - $6,613	-151 Reduced 1.2%	12,432 $539,000
Q4 2024 Apr 15, 2025	BUY	$42.79 - $44.9 $538,426 - $564,976	12,583 New	12,583 $540,000
Q3 2024 Nov 12, 2024	BUY	$42.76 - $45.16 $769 - $812	18 Added 0.13%	13,666 $611,000

Q2 2024 Jul 19, 2024	SELL	$42.1 - $43.44 $378 - $390	-9 Reduced 0.07%	13,648 $586,000
Q1 2024 May 02, 2024	SELL	$42.98 - $43.99 $30,558 - $31,276	-711 Reduced 4.95%	13,657 $592,000
Q4 2023 Jan 31, 2024	BUY	$40.67 - $44.21 $6,873 - $7,471	169 Added 1.19%	14,368 $632,000
Q3 2023 Nov 07, 2023	SELL	$41.45 - $43.41 $156,929 - $164,350	-3,786 Reduced 21.05%	14,199 $589,000
Q2 2023 Aug 30, 2023	BUY	$42.79 - $44.17 $45,785 - $47,261	1,070 Added 6.33%	17,985 $774,000
Q1 2023 Aug 30, 2023	BUY	$42.44 - $44.52 $146,163 - $153,326	3,444 Added 25.57%	16,915 $739,000
Q4 2022 Feb 02, 2023	SELL	$41.0 - $43.97 $229,436 - $246,056	-5,596 Reduced 29.35%	13,471 $574,000
Q3 2022 Nov 04, 2022	BUY	$41.91 - $46.15 $274,133 - $301,867	6,541 Added 52.22%	19,067 $800,000
Q2 2022 Jul 18, 2022	BUY	$43.6 - $47.89 $215,209 - $236,385	4,936 Added 65.03%	12,526 $559,000
Q1 2022 May 10, 2022	BUY	$47.38 - $51.33 $83,199 - $90,135	1,756 Added 30.1%	7,590 $364,000
Q4 2021 Feb 14, 2022	BUY	$51.35 - $52.36 $70,246 - $71,628	1,368 Added 30.63%	5,834 $301,000
Q2 2021 Aug 09, 2021	SELL	$51.34 - $52.27 $106,325 - $108,251	-2,071 Reduced 31.68%	4,466 $233,000
Q1 2021 May 14, 2021	BUY	$51.09 - $53.61 $134,622 - $141,262	2,635 Added 67.53%	6,537 $335,000
Q4 2020 Feb 10, 2021	BUY	$53.28 - $53.95 $207,898 - $210,512	3,902 New	3,902 $210,000

Others Institutions Holding AGGY

# of Institutions

181

Shares Held

15.9M

Call Options Held

Put Options Held

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About WISDOMTREE YIELD ENHANCED U.S.

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Western Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History