Purchases and Sales Made in Q1 2023 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE YIELD ENHANCED U.S..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.68M+ 65.41% |
$71.5M - $75M
|
4.26M
$183M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
413K+ 198.54% |
$17.5M - $18.4M
|
622K
$26.8M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
172K+ 1003.56% |
$7.32M - $7.68M
|
190K
$8.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
145K+ 16.08% |
$6.16M - $6.46M
|
1.05M
$45.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
85.5K+ 52.12% |
$3.63M - $3.81M
|
250K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
78.9K+ 19.05% |
$3.35M - $3.51M
|
493K
$21.2M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
59.6K+ 63.31% |
$2.53M - $2.65M
|
154K
$6.61M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
58.7KNew |
$2.49M - $2.61M
|
58.7K
$2.53M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
56.9K+ 17.09% |
$2.42M - $2.53M
|
390K
$16.8M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.4K+ 226.66% |
$2.22M - $2.33M
|
75.5K
$3.25M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.7K+ 14.57% |
$1.86M - $1.95M
|
344K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39.6K+ 26.11% |
$1.68M - $1.76M
|
191K
$8.24M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.1KNew |
$1.66M - $1.74M
|
39.1K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.7K+ 20.32% |
$1.43M - $1.5M
|
200K
$8.59M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
29.7KNew |
$1.26M - $1.32M
|
29.7K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
28.2K+ 31.18% |
$1.2M - $1.26M
|
119K
$5.12M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
27.5K+ 5.58% |
$1.17M - $1.22M
|
521K
$22.4M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
27.3KNew |
$1.16M - $1.21M
|
27.3K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
25.1KNew |
$1.07M - $1.12M
|
25.1K
$1.08M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.7K+ 1.04% |
$793K - $832K
|
1.82M
$78.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
16KNew |
$677K - $710K
|
16K
$687K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.02KNew |
$383K - $401K
|
9.02K
$388K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.64K+ 10.34% |
$324K - $340K
|
81.5K
$3.51M
|
|
|
May 05, 2023
Q1 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
6.36KNew |
$270K - $283K
|
6.36K
$274K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.09KNew |
$258K - $271K
|
6.09K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
6.01KNew |
$255K - $267K
|
6.01K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.79K+ 147.43% |
$246K - $258K
|
9.72K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
5.62K+ 5.19% |
$239K - $250K
|
114K
$4.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.26K+ 13.02% |
$223K - $234K
|
45.6K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.68K+ 6.0% |
$199K - $208K
|
82.7K
$3.56M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.4K+ 7.79% |
$187K - $196K
|
60.8K
$2.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.5K+ 45.06% |
$148K - $156K
|
11.3K
$484K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.44K+ 25.57% |
$146K - $153K
|
16.9K
$728K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.47K+ 12.09% |
$105K - $110K
|
22.9K
$984K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.39K+ 9.65% |
$102K - $107K
|
27.2K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.02KNew |
$85.6K - $89.8K
|
2.02K
$86.9K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.99K+ 15.09% |
$84.5K - $88.6K
|
15.2K
$654K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.66K+ 9.34% |
$70.2K - $73.7K
|
19.4K
$834K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.55K+ 494.25% |
$65.7K - $68.9K
|
1.86K
$80.1K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.39K+ 34.85% |
$59.1K - $62K
|
5.39K
$232K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.21KNew |
$51.3K - $53.8K
|
1.21K
$52K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.13KNew |
$47.8K - $50.2K
|
1.13K
$48.5K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.08K+ 5.7% |
$45.8K - $48.1K
|
20K
$862K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
713+ 20.98% |
$30.3K - $31.7K
|
4.11K
$177K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
700+ 0.82% |
$29.7K - $31.2K
|
86.3K
$3.71M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
650+ 4.9% |
$27.6K - $28.9K
|
13.9K
$599K
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
595+ 7.56% |
$25.3K - $26.5K
|
8.47K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
572+ 6.17% |
$24.3K - $25.5K
|
9.84K
$423K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
563+ 7.75% |
$23.9K - $25.1K
|
7.83K
$337K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
486+ 9.02% |
$20.6K - $21.6K
|
5.88K
$253K
|