Latest Institutional Purchases of Wisdomtree Yield Enhanced U.S. (AGGY)
This list provides information on the latest institutional transactions involving Wisdomtree Yield Enhanced U.S. (AGGY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
222KNew |
$9.49M - $9.95M
|
222K
$9.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
147KNew |
$6.28M - $6.59M
|
147K
$6.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 12.37% |
$6.16M - $6.46M
|
1.31M
$56.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
138K+ 52.75% |
$5.9M - $6.19M
|
399K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
99.2K+ 10.01% |
$4.25M - $4.45M
|
1.09M
$47.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
78.7KNew |
$3.37M - $3.53M
|
78.7K
$3.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
73KNew |
$3.12M - $3.28M
|
73K
$3.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.3K+ 267.51% |
$2.84M - $2.98M
|
91K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
52.6K+ 23.51% |
$2.25M - $2.36M
|
276K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
51.2K+ 5.88% |
$2.19M - $2.3M
|
921K
$39.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
45.1K+ 3.98% |
$1.93M - $2.02M
|
1.18M
$51.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41.5K+ 3910.94% |
$1.77M - $1.86M
|
42.5K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.3K+ 5.0% |
$1.55M - $1.63M
|
763K
$33.1M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
33.4K+ 7.71% |
$1.43M - $1.5M
|
467K
$20.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
33.3K+ 20.92% |
$1.42M - $1.49M
|
192K
$8.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
33.1K+ 36.25% |
$1.42M - $1.49M
|
124K
$5.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
33K+ 8.89% |
$1.41M - $1.48M
|
404K
$17.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
29.4K+ 16.65% |
$1.26M - $1.32M
|
206K
$8.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
25.3K+ 2.76% |
$1.08M - $1.13M
|
942K
$40.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23.9KNew |
$1.02M - $1.07M
|
23.9K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$864K - $907K
|
20.2K
$875K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
19.2K+ 3.28% |
$822K - $863K
|
604K
$26.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.8K+ 3.65% |
$805K - $845K
|
534K
$23.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
18.2K+ 7.64% |
$778K - $817K
|
256K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
16.9KNew |
$724K - $759K
|
16.9K
$733K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.1K+ 7.71% |
$646K - $678K
|
211K
$9.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.5KNew |
$621K - $651K
|
14.5K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.7K+ 9.64% |
$584K - $613K
|
155K
$6.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.5K+ 11.88% |
$577K - $605K
|
127K
$5.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2KNew |
$522K - $548K
|
12.2K
$529K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.8K+ 140.53% |
$507K - $531K
|
20.3K
$878K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.8KNew |
$504K - $529K
|
11.8K
$510K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
10.7K+ 1.26% |
$457K - $480K
|
861K
$37.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 0.95% |
$443K - $465K
|
1.1M
$47.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
10.3K+ 11.09% |
$442K - $464K
|
103K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
9.3KNew |
$398K - $418K
|
9.3K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.17K+ 55.85% |
$392K - $412K
|
25.6K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.07KNew |
$388K - $407K
|
9.07K
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
8.84K+ 6.47% |
$378K - $397K
|
145K
$6.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
8.78KNew |
$376K - $394K
|
8.78K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.34K+ 34.08% |
$357K - $374K
|
32.8K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.76KNew |
$289K - $304K
|
6.76K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.42K+ 9.02% |
$275K - $288K
|
77.6K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.03K+ 10.8% |
$258K - $271K
|
61.8K
$2.68M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.98K+ 13.66% |
$256K - $268K
|
49.7K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.89KNew |
$252K - $265K
|
5.89K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
5.83K+ 2.3% |
$250K - $262K
|
259K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.75K+ 11.66% |
$246K - $258K
|
55K
$2.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.61K+ 43.92% |
$240K - $252K
|
18.4K
$796K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5.43KNew |
$233K - $244K
|
5.43K
$236K
|