Latest Institutional Transactions on Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information on the latest institutional transactions involving Wisdomtree Yield Enhanced U.S. (AGGY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
558+ 0.27% |
$23.6K - $24.4K
|
207K
$8.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
11.7K+ 8.01% |
$494K - $510K
|
157K
$6.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.57K+ 66.65% |
$151K - $156K
|
8.93K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.47K- 21.74% |
$401K - $415K
|
34.1K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-42.5K- 94.65% |
$1.8M - $1.86M
|
2.4K
$103K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.18K+ 2.3% |
$49.9K - $51.6K
|
52.4K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
15.6K+ 47.49% |
$662K - $684K
|
48.5K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.93K- 20.43% |
$81.6K - $84.4K
|
7.51K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
14K+ 9.51% |
$591K - $612K
|
161K
$6.91M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-94- 0.45% |
$3.98K - $4.12K
|
20.7K
$889K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
6.51KNew |
$276K - $285K
|
6.51K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-308- 2.51% |
$13K - $13.5K
|
12K
$514K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.12K- 23.92% |
$259K - $268K
|
19.5K
$836K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-6.24K- 53.16% |
$264K - $273K
|
5.5K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
176+ 1.58% |
$7.46K - $7.71K
|
11.3K
$487K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.56KNew |
$405K - $419K
|
9.56K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.63KNew |
$196K - $203K
|
4.63K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.7KNew |
$241K - $250K
|
5.7K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
5.72KNew |
$242K - $251K
|
5.72K
$246K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-791- 10.14% |
$33.5K - $34.6K
|
7.01K
$301K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-9.58K- 9.26% |
$406K - $420K
|
93.9K
$4.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
15.4K+ 8.0% |
$652K - $674K
|
208K
$8.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.05K- 1.09% |
$44.4K - $45.9K
|
95.6K
$4.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
112+ 2.16% |
$4.74K - $4.91K
|
5.3K
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-3.99K- 18.41% |
$169K - $175K
|
17.7K
$759K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
603+ 5.64% |
$25.5K - $26.4K
|
11.3K
$485K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.61K+ 6.44% |
$323K - $333K
|
126K
$5.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
79.4K+ 139240.34% |
$3.36M - $3.48M
|
79.4K
$3.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-433- 3.05% |
$18.3K - $19K
|
13.8K
$591K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
201New |
$8.51K - $8.8K
|
201
$8.63K
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$538K - $565K
|
12.6K
$540K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-936- 8.64% |
$40.1K - $42K
|
9.9K
$425K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
73.9KNew |
$3.16M - $3.32M
|
73.9K
$3.18M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 12.22% |
$56.7K - $59.4K
|
9.51K
$408K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.98K+ 13.66% |
$256K - $268K
|
49.7K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.83K+ 11.88% |
$78.4K - $82.3K
|
17.3K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.7K+ 9.64% |
$584K - $613K
|
155K
$6.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-576- 22.98% |
$24.6K - $25.9K
|
1.93K
$82.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 1.12% |
$128 - $135
|
272
$11.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.39K+ 44.78% |
$102K - $107K
|
7.71K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
25.3K+ 2.76% |
$1.08M - $1.13M
|
942K
$40.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.21M- 29.67% |
$51.8M - $54.4M
|
2.87M
$123M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.5K+ 11.88% |
$577K - $605K
|
127K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 24.7% |
$87.8K - $92.2K
|
6.26K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.58K+ 13.6% |
$67.5K - $70.8K
|
13.2K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.42K+ 9.02% |
$275K - $288K
|
77.6K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
148+ 1.17% |
$6.33K - $6.65K
|
12.8K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
52+ 0.73% |
$2.23K - $2.33K
|
7.15K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-18- 0.13% |
$770 - $808
|
14K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
5.83K+ 2.3% |
$250K - $262K
|
259K
$11.1M
|
|