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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
291K+ 33.39% |
$12.5M - $13M
|
1.16M
$51.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.4K+ 1.9% |
$1.79M - $1.85M
|
2.22M
$98M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
36K+ 3.05% |
$1.55M - $1.6M
|
1.22M
$53.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35.3K+ 20.91% |
$1.52M - $1.57M
|
204K
$8.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
34K+ 7.17% |
$1.47M - $1.52M
|
508K
$22.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.9K+ 2.6% |
$1.37M - $1.42M
|
1.26M
$55.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28K+ 35.56% |
$1.21M - $1.25M
|
107K
$4.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.6K+ 9.84% |
$1.06M - $1.1M
|
275K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
21.9KNew |
$944K - $977K
|
21.9K
$966K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.4K+ 14.13% |
$879K - $909K
|
165K
$7.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 11.47% |
$758K - $784K
|
171K
$7.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15.7K+ 7.45% |
$677K - $701K
|
227K
$9.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.7K+ 6.65% |
$634K - $656K
|
236K
$10.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
14.1K+ 10.2% |
$606K - $627K
|
152K
$6.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.1K+ 30.7% |
$606K - $627K
|
59.8K
$2.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
13.1K+ 8.4% |
$565K - $585K
|
169K
$7.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.03K+ 29.2% |
$389K - $403K
|
39.9K
$1.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.35K+ 3.84% |
$360K - $372K
|
226K
$9.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8K+ 12.71% |
$345K - $357K
|
70.9K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.63K+ 64.05% |
$286K - $296K
|
17K
$749K
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6.56K+ 1.04% |
$283K - $292K
|
635K
$28M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.07KNew |
$262K - $271K
|
6.07K
$268K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.06K+ 6.29% |
$261K - $270K
|
102K
$4.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.01KNew |
$259K - $268K
|
6.01K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
5.94KNew |
$256K - $265K
|
5.94K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.75KNew |
$248K - $257K
|
5.75K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.49K+ 5.74% |
$237K - $245K
|
101K
$4.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.34KNew |
$230K - $238K
|
5.34K
$235K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.24KNew |
$226K - $234K
|
5.24K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.1KNew |
$220K - $228K
|
5.1K
$225K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.74K+ 34.51% |
$204K - $212K
|
18.5K
$815K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
4.64K+ 90.34% |
$200K - $207K
|
9.77K
$431K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.52K+ 1.93% |
$195K - $202K
|
239K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.47K+ 7.02% |
$193K - $199K
|
68.1K
$3.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.14K+ 8.95% |
$178K - $185K
|
50.4K
$2.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.02K+ 55.81% |
$173K - $179K
|
11.2K
$495K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.86K+ 11.33% |
$166K - $172K
|
37.9K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.8K+ 22.42% |
$164K - $169K
|
20.7K
$915K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.79K+ 2.84% |
$163K - $169K
|
137K
$6.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.76KNew |
$162K - $168K
|
3.76K
$166K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.42K+ 1.25% |
$147K - $153K
|
278K
$12.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.36K+ 4.52% |
$145K - $150K
|
77.8K
$3.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.19K+ 10.3% |
$138K - $142K
|
34.2K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.12K+ 3.82% |
$134K - $139K
|
84.6K
$3.73M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.04K+ 107.73% |
$131K - $136K
|
5.86K
$258K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.77K+ 36.66% |
$119K - $124K
|
10.3K
$456K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.05K+ 12.68% |
$88.4K - $91.5K
|
18.2K
$804K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.87K+ 10.62% |
$80.5K - $83.3K
|
19.5K
$858K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
1.43K+ 14.63% |
$61.6K - $63.8K
|
11.2K
$494K
|
|
|
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
|
|