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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7.87KNew |
$323K - $346K
|
7.87K
$334K
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
5.1KNew |
$209K - $224K
|
5.1K
$217K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.08KNew |
$208K - $223K
|
5.08K
$216K
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.84KNew |
$198K - $213K
|
4.84K
$205K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.49KNew |
$61K - $65.4K
|
1.49K
$63.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.44K+ 3.5% |
$59K - $63.3K
|
42.5K
$1.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.07K+ 0.69% |
$44K - $47.1K
|
156K
$6.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
734+ 764.58% |
$30.1K - $32.3K
|
830
$35.2K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
386+ 7.27% |
$15.8K - $17K
|
5.7K
$242K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
194New |
$7.95K - $8.53K
|
194
$8.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
185+ 100.0% |
$7.59K - $8.13K
|
370
$15.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
56New |
$2.3K - $2.46K
|
56
$2.38K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
41+ 0.84% |
$1.68K - $1.8K
|
4.92K
$209K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27New |
$1.11K - $1.19K
|
27
$1.15K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10.8K+ 3.73% |
$453K - $499K
|
301K
$12.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3.17K+ 4.3% |
$133K - $146K
|
77K
$3.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
22+ 0.35% |
$922 - $1.02K
|
6.28K
$266K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15+ 0.71% |
$629 - $692
|
2.14K
$90.8K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
33.3KNew |
$1.45M - $1.59M
|
33.3K
$1.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
7.2KNew |
$314K - $345K
|
7.2K
$306K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
6.68KNew |
$291K - $320K
|
6.68K
$284K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.65K+ 39.97% |
$203K - $223K
|
16.3K
$691K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.26KNew |
$54.7K - $60.1K
|
1.26K
$53.3K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
919+ 850.93% |
$40.1K - $44K
|
1.03K
$43.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
230New |
$10K - $11K
|
230
$9.76K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
78New |
$3.4K - $3.74K
|
78
$3.31K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
68New |
$2.96K - $3.26K
|
68
$2.89K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
38New |
$1.66K - $1.82K
|
38
$1.61K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$131 - $144
|
4.7K
$199K
|
|
| Q1 2022 | |||||||
|
Aug 15, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.76KNew |
$225K - $244K
|
4.76K
$202K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
300New |
$14.2K - $15.4K
|
300
$12.7K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
520New |
$26.7K - $27.2K
|
520
$22.1K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
3.8KNew |
$203K - $205K
|
3.8K
$161K
|
|
| Q3 2020 | |||||||
|
Oct 26, 2020
Q3 2020
|
Empirical Finance, LLC
|
BUY
|
- |
23.7KNew |
$1.27M - $1.3M
|
23.7K
$1.01M
|
|
| Q2 2020 | |||||||
|
Jul 07, 2020
Q2 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.06KNew |
$106K - $111K
|
2.06K
$87.3K
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
988+ 2.53% |
$46.6K - $53.9K
|
40K
$1.7M
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.7KNew |
$88K - $89.6K
|
1.7K
$72.1K
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.07K+ 10.03% |
N/A
|
22.7K
$964K
|
|