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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.01K- 13.87% |
$43.4K - $45K
|
6.26K
$276K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.37K- 34.41% |
$102K - $106K
|
4.51K
$199K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
1.43K+ 14.63% |
$61.6K - $63.8K
|
11.2K
$494K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.72K- 22.89% |
$376K - $389K
|
29.4K
$1.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
124+ 8.12% |
$5.34K - $5.53K
|
1.65K
$72.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.99K- 51.76% |
$344K - $356K
|
7.44K
$328K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.22K- 16.81% |
$139K - $144K
|
15.9K
$703K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-44- 0.85% |
$1.9K - $1.96K
|
5.16K
$228K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.77K+ 36.66% |
$119K - $124K
|
10.3K
$456K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.76K- 13.38% |
$291K - $301K
|
43.8K
$1.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.43K+ 2.29% |
$61.5K - $63.6K
|
63.7K
$2.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-307- 6.21% |
$13.2K - $13.7K
|
4.63K
$204K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-537- 5.5% |
$23.1K - $24K
|
9.23K
$407K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-45.3K- 40.17% |
$1.95M - $2.02M
|
67.4K
$2.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.01KNew |
$259K - $268K
|
6.01K
$265K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-69- 1.48% |
$2.97K - $3.08K
|
4.59K
$203K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.52K+ 1.93% |
$195K - $202K
|
239K
$10.5M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
200New |
$8.62K - $8.92K
|
200
$8.82K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-200- 3.79% |
$8.62K - $8.92K
|
5.08K
$224K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-215- 2.81% |
$9.27K - $9.59K
|
7.44K
$328K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 11.47% |
$758K - $784K
|
171K
$7.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.03% |
$172 - $178
|
13.8K
$610K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8K+ 12.71% |
$345K - $357K
|
70.9K
$3.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15.7K+ 7.45% |
$677K - $701K
|
227K
$9.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-244- 4.05% |
$10.5K - $10.9K
|
5.77K
$255K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-914- 1.43% |
$39.4K - $40.8K
|
63K
$2.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-681- 7.46% |
$29.4K - $30.4K
|
8.45K
$372K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
86+ 0.64% |
$3.71K - $3.84K
|
13.4K
$593K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
343+ 1.61% |
$14.8K - $15.3K
|
21.6K
$953K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
716+ 176.79% |
$30.9K - $31.9K
|
1.12K
$49.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 1.44% |
$129 - $134
|
212
$9.35K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
36K+ 3.05% |
$1.55M - $1.6M
|
1.22M
$53.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.19K+ 10.3% |
$138K - $142K
|
34.2K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
520+ 1.08% |
$22.4K - $23.2K
|
48.7K
$2.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.14K+ 8.95% |
$178K - $185K
|
50.4K
$2.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-413- 4.65% |
$17.8K - $18.4K
|
8.47K
$374K
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
14.1K+ 10.2% |
$606K - $627K
|
152K
$6.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1.43K- 89.78% |
$61.7K - $63.9K
|
163
$7.19K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-63K- 79.08% |
$2.71M - $2.81M
|
16.7K
$735K
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-5.04K- 41.72% |
$217K - $225K
|
7.04K
$311K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
428+ 30.48% |
$18.2K - $18.7K
|
1.83K
$80.8K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
133+ 2.78% |
$5.65K - $5.81K
|
4.92K
$217K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
286New |
$12.2K - $12.5K
|
286
$12.6K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
300New |
$12.8K - $13.1K
|
300
$13.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.6K+ 13.22% |
$68K - $69.9K
|
13.7K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.06KNew |
$343K - $352K
|
8.06K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
83New |
$3.53K - $3.63K
|
83
$3.66K
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
10.9KNew |
$465K - $478K
|
10.9K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-258- 5.79% |
$11K - $11.3K
|
4.2K
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|