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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-335Closed |
$13.7K - $14.7K
|
0
$0
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.84KNew |
$198K - $213K
|
4.84K
$211K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.96K- 5.27% |
$203K - $218K
|
89.2K
$3.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8- 0.91% |
$328 - $352
|
870
$37.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
185+ 100.0% |
$7.59K - $8.13K
|
370
$16.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.75K- 8.76% |
$113K - $121K
|
28.6K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.08KNew |
$208K - $223K
|
5.08K
$221K
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
5.1KNew |
$209K - $224K
|
5.1K
$222K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-751- 15.79% |
$30.8K - $33K
|
4.01K
$175K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
194New |
$7.95K - $8.53K
|
194
$8.46K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
734+ 764.58% |
$30.1K - $32.3K
|
830
$36.2K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27New |
$1.11K - $1.19K
|
27
$1.18K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7- 3.37% |
$287 - $308
|
201
$8.76K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-49KClosed |
$2.01M - $2.16M
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 19.85% |
$506K - $543K
|
74.5K
$3.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
56New |
$2.3K - $2.46K
|
56
$2.44K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.07K+ 0.69% |
$44K - $47.1K
|
156K
$6.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7.87KNew |
$323K - $346K
|
7.87K
$343K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
386+ 7.27% |
$15.8K - $17K
|
5.7K
$248K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 18.26% |
$46.9K - $50.3K
|
5.12K
$223K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-772- 11.84% |
$31.7K - $33.9K
|
5.75K
$251K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.44K+ 3.5% |
$59K - $63.3K
|
42.5K
$1.85M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
41+ 0.84% |
$1.68K - $1.8K
|
4.92K
$215K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-6- 0.01% |
$246 - $264
|
67.3K
$2.94M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.49KNew |
$61K - $65.4K
|
1.49K
$64.9K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-7.34K- 18.18% |
$301K - $323K
|
33K
$1.44M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-209- 2.91% |
$8.76K - $9.65K
|
6.98K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-19Closed |
$796 - $877
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-16K- 38.86% |
$671K - $738K
|
25.2K
$1.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10.8K+ 3.73% |
$453K - $499K
|
301K
$13.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
22+ 0.35% |
$922 - $1.02K
|
6.28K
$274K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15+ 0.71% |
$629 - $692
|
2.14K
$93.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25- 5.07% |
$1.05K - $1.15K
|
468
$20.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-76.6K- 46.39% |
$3.21M - $3.54M
|
88.6K
$3.86M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-93- 80.87% |
$3.9K - $4.29K
|
22
$959
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3.17K+ 4.3% |
$133K - $146K
|
77K
$3.36M
|
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-36- 9.23% |
$1.51K - $1.66K
|
354
$15.4K
|
|
| Q2 2022 | |||||||
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
919+ 850.93% |
$40.1K - $44K
|
1.03K
$44.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.7KClosed |
$205K - $225K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-12.9KClosed |
$564K - $619K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.96KClosed |
$85.3K - $93.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.3K- 58.11% |
$493K - $542K
|
8.15K
$355K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
33.3KNew |
$1.45M - $1.59M
|
33.3K
$1.45M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-24.1KClosed |
$1.05M - $1.16M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-276KClosed |
$12M - $13.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$131 - $144
|
4.7K
$205K
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-454KClosed |
$19.8M - $21.7M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-48Closed |
$2.09K - $2.3K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-197- 3.37% |
$8.59K - $9.43K
|
5.65K
$246K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-3.65KClosed |
$159K - $175K
|
0
$0
|
|