Westwood Wealth Management Wisdomtree Yield Enhanced U.S. Transaction History
Westwood Wealth Management
- $127 Million
- Q4 2025
A detailed history of Westwood Wealth Management transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Westwood Wealth Management holds 9,749 shares of AGGY stock, worth $429,930. This represents 0.34% of its overall portfolio holdings.
Number of Shares
9,749Holding current value
$429,930% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding AGGY
# of Institutions
183Shares Held
16MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.22MShares$98 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.26MShares$55.4 Million0.02% of portfolio
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Cwm, LLC1.24MShares$54.6 Million0.15% of portfolio
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Mercer Global Advisors Inc Denver, CO1.16MShares$51.2 Million0.09% of portfolio
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High Tower Advisors, LLC Chicago, IL816KShares$36 Million0.04% of portfolio