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 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-179K- 82.44% |
$7.67M - $8.1M
|
38.2K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-54.6K- 4.49% |
$2.34M - $2.47M
|
1.16M
$50.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35.2K- 85.71% |
$1.5M - $1.59M
|
5.86K
$253K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-33.1K- 60.9% |
$1.41M - $1.49M
|
21.2K
$916K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.7K- 23.51% |
$843K - $890K
|
64.1K
$2.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.4K- 3.09% |
$703K - $742K
|
515K
$22.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14K- 40.37% |
$600K - $634K
|
20.7K
$894K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.8K- 27.48% |
$547K - $577K
|
33.7K
$1.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.97K- 1.33% |
$426K - $450K
|
742K
$32M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.93K- 16.73% |
$253K - $268K
|
29.5K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.1K- 8.79% |
$218K - $230K
|
52.9K
$2.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.72K- 9.79% |
$202K - $213K
|
43.5K
$1.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-2.74K- 35.72% |
$117K - $124K
|
4.92K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.18K- 2.12% |
$93K - $98.2K
|
100K
$4.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.15K- 4.28% |
$92K - $97.1K
|
48.1K
$2.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.12K- 28.44% |
$90.5K - $95.6K
|
5.33K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.83K- 15.59% |
$78K - $82.4K
|
9.88K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.76K- 2.41% |
$75K - $79.3K
|
71.1K
$3.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 26.54% |
$71.8K - $75.9K
|
4.65K
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.35K- 2.71% |
$57.5K - $60.7K
|
48.3K
$2.08M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.31K- 1.85% |
$56.1K - $59.3K
|
69.5K
$3M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-881- 9.42% |
$37.7K - $39.8K
|
8.47K
$365K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-781- 14.71% |
$33.4K - $35.3K
|
4.53K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-696- 5.66% |
$29.8K - $31.4K
|
11.6K
$500K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-637- 65.94% |
$27.2K - $28.8K
|
329
$14.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-597- 7.8% |
$25.5K - $27K
|
7.06K
$304K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-443- 48.57% |
$18.9K - $20K
|
469
$20.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-398- 13.7% |
$17K - $18K
|
2.51K
$108K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-365- 73.0% |
$15.6K - $16.5K
|
135
$5.82K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-323- 3.47% |
$13.8K - $14.6K
|
9K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-219- 2.99% |
$9.36K - $9.89K
|
7.1K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-190- 1.73% |
$8.12K - $8.58K
|
10.8K
$465K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-146- 2.89% |
$6.24K - $6.59K
|
4.91K
$212K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-113- 3.77% |
$4.83K - $5.1K
|
2.88K
$124K
|
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-50- 0.18% |
$2.14K - $2.26K
|
27.1K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-37- 0.35% |
$1.58K - $1.67K
|
10.5K
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-31- 9.14% |
$1.33K - $1.4K
|
308
$13.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26- 3.3% |
$1.11K - $1.17K
|
762
$32.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18- 0.12% |
$770 - $813
|
15.4K
$665K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-15- 0.28% |
$641 - $677
|
5.27K
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-5- 0.07% |
$214 - $226
|
6.68K
$288K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$42.8 - $45.2
|
11.6K
$500K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.2K- 37.76% |
$92.6K - $95.6K
|
3.63K
$156K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.6K- 58.29% |
$67.4K - $69.5K
|
1.15K
$49.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.44K- 15.43% |
$60.7K - $62.6K
|
7.9K
$340K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.32K- 16.04% |
$55.6K - $57.3K
|
6.91K
$298K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-725- 17.99% |
$30.5K - $31.5K
|
3.31K
$143K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-16Closed |
$674 - $695
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-15- 31.91% |
$632 - $652
|
32
$1.38K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-550K- 98.49% |
$23.6M - $24.2M
|
8.44K
$364K
|
|