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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
225+ 1.8% |
$9.67K - $9.9K
|
12.7K
$562K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
218New |
$9.37K - $9.59K
|
218
$9.61K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100New |
$4.3K - $4.4K
|
100
$4.41K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20New |
$860 - $880
|
20
$882
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
62KNew |
$2.52M - $2.74M
|
62K
$2.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10.4K+ 13.65% |
$424K - $461K
|
86.9K
$3.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6.04K+ 43.86% |
$246K - $267K
|
19.8K
$874K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.2KNew |
$212K - $230K
|
5.2K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81+ 1620.0% |
$3.29K - $3.58K
|
86
$3.79K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
44.9K+ 114.97% |
$1.86M - $1.95M
|
83.9K
$3.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.48KNew |
$61.3K - $64.2K
|
1.48K
$65.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
746New |
$30.9K - $32.4K
|
746
$32.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
670New |
$27.8K - $29.1K
|
670
$29.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6New |
$249 - $260
|
6
$265
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.04% |
$166 - $174
|
9.03K
$398K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.62% |
$41.5 - $43.4
|
163
$7.19K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
462New |
$19.8K - $20.4K
|
462
$20.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
300New |
$12.8K - $13.3K
|
300
$13.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
252New |
$10.8K - $11.1K
|
252
$11.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
46+ 0.8% |
$1.97K - $2.03K
|
5.82K
$257K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
33New |
$1.41K - $1.46K
|
33
$1.46K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
11+ 0.17% |
$471 - $486
|
6.37K
$281K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.1KNew |
$1.66M - $1.74M
|
39.1K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
27.3KNew |
$1.16M - $1.21M
|
27.3K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
700+ 0.82% |
$29.7K - $31.2K
|
86.3K
$3.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
298New |
$12.6K - $13.3K
|
298
$13.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
126New |
$5.35K - $5.61K
|
126
$5.56K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
70New |
$2.97K - $3.12K
|
70
$3.09K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
40+ 7.26% |
$1.7K - $1.78K
|
591
$26.1K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 19.85% |
$506K - $543K
|
74.5K
$3.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7.87KNew |
$323K - $346K
|
7.87K
$347K
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
5.1KNew |
$209K - $224K
|
5.1K
$225K
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.84KNew |
$198K - $213K
|
4.84K
$213K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.49KNew |
$61K - $65.4K
|
1.49K
$65.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.44K+ 3.5% |
$59K - $63.3K
|
42.5K
$1.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.07K+ 0.69% |
$44K - $47.1K
|
156K
$6.87M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
386+ 7.27% |
$15.8K - $17K
|
5.7K
$251K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
194New |
$7.95K - $8.53K
|
194
$8.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
185+ 100.0% |
$7.59K - $8.13K
|
370
$16.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
56New |
$2.3K - $2.46K
|
56
$2.47K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
41+ 0.84% |
$1.68K - $1.8K
|
4.92K
$217K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27New |
$1.11K - $1.19K
|
27
$1.19K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10.8K+ 3.73% |
$453K - $499K
|
301K
$13.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3.17K+ 4.3% |
$133K - $146K
|
77K
$3.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
22+ 0.35% |
$922 - $1.02K
|
6.28K
$277K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15+ 0.71% |
$629 - $692
|
2.14K
$94.3K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
33.3KNew |
$1.45M - $1.59M
|
33.3K
$1.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
7.2KNew |
$314K - $345K
|
7.2K
$318K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
6.68KNew |
$291K - $320K
|
6.68K
$295K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.65K+ 39.97% |
$203K - $223K
|
16.3K
$718K
|
|