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 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-41Closed |
$2.11K - $2.21K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-17KClosed |
$877K - $916K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Country Trust Bank
|
SELL
|
- |
-370Closed |
$19.1K - $19.9K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-5.78KClosed |
$298K - $311K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.06KNew |
$106K - $111K
|
2.06K
$89.7K
|
|
| Q1 2020 | |||||||
|
Sep 23, 2021
Q1 2020
|
Systelligence, LLC
|
SELL
|
- |
-297KClosed |
$14M - $16.2M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-652Closed |
$30.8K - $35.6K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.68KClosed |
$268K - $310K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-4.46KClosed |
$211K - $244K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
988+ 2.53% |
$46.6K - $53.9K
|
40K
$1.74M
|
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-12.2KClosed |
$577K - $667K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-136Closed |
$6.42K - $7.42K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-74.1KClosed |
$3.5M - $4.04M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 08, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-42.5KClosed |
$2.2M - $2.24M
|
0
$0
|
|
|
Sep 04, 2020
Q4 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-10.9KClosed |
$566K - $576K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.7KNew |
$88K - $89.6K
|
1.7K
$74.1K
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-723- 90.83% |
$37.4K - $38.1K
|
73
$3.18K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.29KClosed |
$222K - $225K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 31, 2019
Q2 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-53Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.87KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 08, 2019
Q1 2019
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-17.5KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.49KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.5KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-127Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-94Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.09KClosed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Barber Financial Group, Inc.
|
SELL
|
- |
-96.1KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-651Closed |
N/A
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Lincoln National Corp
|
SELL
|
- |
-4.41KClosed |
N/A
|
0
$0
|
|
|
Oct 03, 2018
Q3 2018
|
Clarus Wealth Advisors
|
SELL
|
- |
-735Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.07K+ 10.03% |
N/A
|
22.7K
$990K
|
|
|
Aug 08, 2018
Q2 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.05KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-310Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-17.9KClosed |
N/A
|
0
$0
|
|