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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-44- 0.85% |
$1.9K - $1.96K
|
5.16K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.05% |
$129 - $134
|
6.65K
$293K
|
|
| Q2 2025 | |||||||
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-84.3K- 92.04% |
$3.59M - $3.69M
|
7.29K
$321K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-9.44K- 15.06% |
$401K - $413K
|
53.3K
$2.35M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.74K- 8.42% |
$74K - $76.1K
|
18.9K
$836K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-876- 3.0% |
$37.2K - $38.3K
|
28.3K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-615- 7.04% |
$26.1K - $26.9K
|
8.12K
$358K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-310- 2.59% |
$13.2K - $13.5K
|
11.7K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-258- 5.79% |
$11K - $11.3K
|
4.2K
$185K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-256Closed |
$10.9K - $11.2K
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-252- 3.15% |
$10.7K - $11K
|
7.75K
$342K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-202- 28.69% |
$8.59K - $8.83K
|
502
$22.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-124- 2.17% |
$5.27K - $5.42K
|
5.6K
$247K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-42K- 98.76% |
$1.78M - $1.84M
|
528
$23.3K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-9.57KClosed |
$405K - $419K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.3K- 62.84% |
$352K - $363K
|
4.91K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-6.24K- 53.16% |
$264K - $273K
|
5.5K
$243K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.79K- 46.97% |
$203K - $210K
|
5.41K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.05K- 0.41% |
$44.4K - $45.9K
|
255K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-683- 67.29% |
$28.9K - $29.9K
|
332
$14.6K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-440- 0.98% |
$18.6K - $19.3K
|
44.5K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-40- 3.09% |
$1.69K - $1.75K
|
1.25K
$55.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-20- 7.09% |
$847 - $876
|
262
$11.6K
|
|
| Q4 2024 | |||||||
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-882- 11.42% |
$37.7K - $39.6K
|
6.84K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-67- 2.14% |
$2.87K - $3.01K
|
3.06K
$135K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.04% |
$42.8 - $44.9
|
2.6K
$115K
|
|
| Q3 2024 | |||||||
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11KClosed |
$469K - $495K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.72K- 9.79% |
$202K - $213K
|
43.5K
$1.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 26.54% |
$71.8K - $75.9K
|
4.65K
$205K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-781- 14.71% |
$33.4K - $35.3K
|
4.53K
$200K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-365- 73.0% |
$15.6K - $16.5K
|
135
$5.95K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26- 3.3% |
$1.11K - $1.17K
|
762
$33.6K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.2K- 37.76% |
$92.6K - $95.6K
|
3.63K
$160K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.44K- 15.43% |
$60.7K - $62.6K
|
7.9K
$348K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-725- 17.99% |
$30.5K - $31.5K
|
3.31K
$146K
|
|
|
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
$1.41K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-550K- 98.49% |
$23.6M - $24.2M
|
8.44K
$372K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-13K- 11.43% |
$558K - $571K
|
101K
$4.43M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.3K- 59.94% |
$486K - $497K
|
7.55K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.25K- 23.88% |
$355K - $363K
|
26.3K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.16K- 94.74% |
$92.8K - $95K
|
120
$5.29K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-398Closed |
$17.1K - $17.5K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-186- 5.6% |
$7.99K - $8.18K
|
3.14K
$138K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-119- 19.22% |
$5.11K - $5.23K
|
500
$22.1K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.11K- 99.75% |
$208K - $226K
|
13
$573
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.46K- 23.83% |
$59.3K - $64.5K
|
4.66K
$206K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-713- 63.27% |
$29K - $31.5K
|
414
$18.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-629- 5.9% |
$25.6K - $27.8K
|
10K
$442K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-451- 7.33% |
$18.3K - $19.9K
|
5.7K
$251K
|
|