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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-270- 4.8% |
$11.6K - $12.1K
|
5.36K
$234K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
128+ 0.39% |
$5.48K - $5.75K
|
32.9K
$1.43M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-936- 8.64% |
$40.1K - $42K
|
9.9K
$432K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
73.9KNew |
$3.16M - $3.32M
|
73.9K
$3.22M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 12.22% |
$56.7K - $59.4K
|
9.51K
$415K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.98K+ 13.66% |
$256K - $268K
|
49.7K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.83K+ 11.88% |
$78.4K - $82.3K
|
17.3K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.7K+ 9.64% |
$584K - $613K
|
155K
$6.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-576- 22.98% |
$24.6K - $25.9K
|
1.93K
$84.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 1.12% |
$128 - $135
|
272
$11.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.34K+ 34.08% |
$357K - $374K
|
32.8K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.39K+ 44.78% |
$102K - $107K
|
7.71K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
25.3K+ 2.76% |
$1.08M - $1.13M
|
942K
$41.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.21M- 29.67% |
$51.8M - $54.4M
|
2.87M
$125M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.5K+ 11.88% |
$577K - $605K
|
127K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 24.7% |
$87.8K - $92.2K
|
6.26K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.58K+ 13.6% |
$67.5K - $70.8K
|
13.2K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.42K+ 9.02% |
$275K - $288K
|
77.6K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
148+ 1.17% |
$6.33K - $6.65K
|
12.8K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-18- 0.13% |
$770 - $808
|
14K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
5.83K+ 2.3% |
$250K - $262K
|
259K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-79.2K- 77.96% |
$3.39M - $3.56M
|
22.4K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
9.3KNew |
$398K - $418K
|
9.3K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.55K+ 5.26% |
$152K - $159K
|
71K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
99.2K+ 10.01% |
$4.25M - $4.45M
|
1.09M
$47.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
240+ 5.99% |
$10.3K - $10.8K
|
4.25K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.05K- 0.29% |
$44.9K - $47.1K
|
360K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
8.78KNew |
$376K - $394K
|
8.78K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.29KNew |
$55.4K - $58.1K
|
1.29K
$56.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
52+ 0.73% |
$2.23K - $2.33K
|
7.15K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$864K - $907K
|
20.2K
$881K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.03K- 22.49% |
$387K - $406K
|
31.1K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.86K- 64.53% |
$79.5K - $83.5K
|
1.02K
$44.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
400+ 60.42% |
$17.1K - $18K
|
1.06K
$46.3K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
33.4K+ 7.71% |
$1.43M - $1.5M
|
467K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
650+ 1.7% |
$27.8K - $29.2K
|
38.9K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
147KNew |
$6.28M - $6.59M
|
147K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.34K+ 74.0% |
$186K - $195K
|
10.2K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.03K+ 10.8% |
$258K - $271K
|
61.8K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5.43KNew |
$233K - $244K
|
5.43K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.8K- 9.16% |
$591K - $620K
|
137K
$5.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.23K+ 7.73% |
$138K - $145K
|
45K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-397- 0.62% |
$17K - $17.8K
|
63.7K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.82K- 4.76% |
$249K - $261K
|
116K
$5.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
138K+ 52.75% |
$5.9M - $6.19M
|
399K
$17.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
30+ 0.86% |
$1.28K - $1.35K
|
3.54K
$154K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 0.44% |
$85.6 - $89.8
|
461
$20.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
18.2K+ 7.64% |
$778K - $817K
|
256K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
723+ 1.15% |
$30.9K - $32.5K
|
63.3K
$2.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 0.95% |
$443K - $465K
|
1.1M
$47.8M
|