Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-584K- 89.12% |
$25.2M - $26.1M
|
71.4K
$3.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-330K- 74.45% |
$14.2M - $14.7M
|
113K
$4.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-88.6K- 38.67% |
$3.82M - $3.95M
|
141K
$6.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-74K- 82.72% |
$3.19M - $3.3M
|
15.5K
$682K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-63K- 79.08% |
$2.71M - $2.81M
|
16.7K
$735K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-45.3K- 40.17% |
$1.95M - $2.02M
|
67.4K
$2.97M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.5K- 5.18% |
$1.92M - $1.99M
|
816K
$36M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-33.2K- 30.88% |
$1.43M - $1.48M
|
74.3K
$3.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.6K- 29.0% |
$1.41M - $1.46M
|
79.9K
$3.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-21.7K- 3.43% |
$937K - $970K
|
613K
$27M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-21.4K- 8.25% |
$921K - $953K
|
237K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-14K- 74.64% |
$603K - $624K
|
4.76K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.4K- 3.03% |
$449K - $465K
|
333K
$14.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.72K- 22.89% |
$376K - $389K
|
29.4K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-8.38K- 41.47% |
$361K - $374K
|
11.8K
$522K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.99K- 51.76% |
$344K - $356K
|
7.44K
$328K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.76K- 13.38% |
$291K - $301K
|
43.8K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-5.45K- 36.13% |
$235K - $243K
|
9.64K
$425K
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-5.04K- 41.72% |
$217K - $225K
|
7.04K
$311K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.65K- 10.76% |
$157K - $163K
|
30.3K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.28K- 9.13% |
$141K - $146K
|
32.6K
$1.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.22K- 16.81% |
$139K - $144K
|
15.9K
$703K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-2.65K- 9.45% |
$114K - $118K
|
25.3K
$1.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.37K- 34.41% |
$102K - $106K
|
4.51K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.92K- 27.25% |
$82.9K - $85.8K
|
5.13K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1.43K- 89.78% |
$61.7K - $63.9K
|
163
$7.19K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.35K- 1.75% |
$58.2K - $60.3K
|
75.8K
$3.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.26K- 0.96% |
$54.3K - $56.2K
|
130K
$5.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.01K- 13.87% |
$43.4K - $45K
|
6.26K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-914- 1.43% |
$39.4K - $40.8K
|
63K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-865- 2.59% |
$37.3K - $38.6K
|
32.6K
$1.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-797- 3.72% |
$34.4K - $35.5K
|
20.6K
$911K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-681- 7.46% |
$29.4K - $30.4K
|
8.45K
$372K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-660- 10.77% |
$28.4K - $29.4K
|
5.47K
$241K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-592- 4.72% |
$25.5K - $26.4K
|
12K
$527K
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-580- 1.76% |
$25K - $25.9K
|
32.3K
$1.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-537- 5.5% |
$23.1K - $24K
|
9.23K
$407K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-424- 2.66% |
$18.3K - $18.9K
|
15.5K
$685K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-413- 4.65% |
$17.8K - $18.4K
|
8.47K
$374K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-307- 6.21% |
$13.2K - $13.7K
|
4.63K
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-244- 4.05% |
$10.5K - $10.9K
|
5.77K
$255K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-215- 2.81% |
$9.27K - $9.59K
|
7.44K
$328K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-200- 3.79% |
$8.62K - $8.92K
|
5.08K
$224K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-196- 98.49% |
$8.45K - $8.74K
|
3
$132
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-144- 1.41% |
$6.21K - $6.42K
|
10K
$443K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-84- 2.46% |
$3.62K - $3.75K
|
3.33K
$147K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-80- 3.84% |
$3.45K - $3.57K
|
2.01K
$88.5K
|
|
|
Nov 07, 2025
Q3 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-73- 0.28% |
$3.15K - $3.26K
|
25.9K
$1.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-71- 0.4% |
$3.06K - $3.17K
|
17.8K
$786K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-69- 1.48% |
$2.97K - $3.08K
|
4.59K
$203K
|
|