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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
33K+ 8.89% |
$1.41M - $1.48M
|
404K
$17.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
73KNew |
$3.12M - $3.28M
|
73K
$3.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-444- 4.49% |
$19K - $19.9K
|
9.43K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.8K+ 140.53% |
$507K - $531K
|
20.3K
$883K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.2K- 13.3% |
$51.2K - $53.7K
|
7.8K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.02KNew |
$215K - $225K
|
5.02K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.43K+ 12.29% |
$61K - $64K
|
13K
$568K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-373- 1.69% |
$16K - $16.7K
|
21.7K
$944K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
10.7K+ 1.26% |
$457K - $480K
|
861K
$37.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-861- 11.61% |
$36.8K - $38.7K
|
6.55K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
16.9KNew |
$724K - $759K
|
16.9K
$737K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-53.7K- 99.89% |
$2.3M - $2.41M
|
57
$2.49K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.5KNew |
$621K - $651K
|
14.5K
$632K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-80.3K- 87.25% |
$3.44M - $3.61M
|
11.7K
$512K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-61- 0.49% |
$2.61K - $2.74K
|
12.3K
$535K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-286- 1.05% |
$12.2K - $12.8K
|
26.8K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
50+ 0.46% |
$2.14K - $2.25K
|
10.9K
$476K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.35K+ 37.66% |
$100K - $105K
|
8.57K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
29.4K+ 16.65% |
$1.26M - $1.32M
|
206K
$8.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.1K- 7.87% |
$432K - $454K
|
118K
$5.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
10.3K+ 11.09% |
$442K - $464K
|
103K
$4.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.55K+ 9.43% |
$109K - $115K
|
29.6K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1- 0.01% |
$42.8 - $44.9
|
10.7K
$466K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.04% |
$42.8 - $44.9
|
2.6K
$113K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-114- 1.71% |
$4.88K - $5.12K
|
6.57K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-67- 2.14% |
$2.87K - $3.01K
|
3.06K
$133K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
178+ 1.15% |
$7.62K - $7.99K
|
15.6K
$681K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-450- 2.12% |
$19.3K - $20.2K
|
20.8K
$906K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.76KNew |
$289K - $304K
|
6.76K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.89KNew |
$252K - $265K
|
5.89K
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
283+ 5.76% |
$12.1K - $12.7K
|
5.19K
$226K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
167+ 2.34% |
$7.15K - $7.5K
|
7.32K
$319K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4.02K+ 31.6% |
$172K - $180K
|
16.7K
$729K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
728+ 1.7% |
$31.2K - $32.7K
|
43.5K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.17K+ 55.85% |
$392K - $412K
|
25.6K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.07KNew |
$388K - $407K
|
9.07K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
540+ 1.12% |
$23.1K - $24.2K
|
48.8K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-882- 11.42% |
$37.7K - $39.6K
|
6.84K
$298K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.96KNew |
$127K - $133K
|
2.96K
$129K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.36K- 30.94% |
$272K - $285K
|
14.2K
$619K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.62KNew |
$197K - $209K
|
4.62K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
77New |
$3.29K - $3.48K
|
77
$3.36K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
334New |
$14.3K - $15.1K
|
334
$14.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
313New |
$13.4K - $14.1K
|
313
$13.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.83K+ 3.21% |
$78.4K - $82.8K
|
59K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
606+ 12.75% |
$25.9K - $27.4K
|
5.36K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18+ 0.13% |
$770 - $813
|
13.7K
$596K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
156New |
$6.67K - $7.04K
|
156
$6.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.54KNew |
$194K - $205K
|
4.54K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.32KNew |
$99.2K - $105K
|
2.32K
$101K
|
|