Purchases and Sales Made in Q3 2023 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.09K- 26.83% |
$45.3K - $47.4K
|
2.98K
$128K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.24K- 11.05% |
$51.4K - $53.8K
|
9.97K
$429K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.26K- 2.41% |
$52.2K - $54.7K
|
51K
$2.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.31K- 7.39% |
$54.4K - $57K
|
16.5K
$709K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.35K- 8.21% |
$56.1K - $58.7K
|
15.1K
$651K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.59K- 20.9% |
$65.9K - $69.1K
|
6.02K
$259K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.81K- 2.5% |
$75.1K - $78.7K
|
70.7K
$3.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.75K- 17.08% |
$155K - $163K
|
18.2K
$783K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.79K- 21.05% |
$157K - $164K
|
14.2K
$611K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.81K- 3.26% |
$158K - $165K
|
113K
$4.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.91K- 34.1% |
$162K - $170K
|
7.55K
$325K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.12K- 27.88% |
$171K - $179K
|
10.7K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.53K- 6.56% |
$229K - $240K
|
78.7K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.68K- 17.59% |
$235K - $246K
|
26.6K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.57K- 51.27% |
$272K - $285K
|
6.24K
$269K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.42K- 49.96% |
$307K - $322K
|
7.43K
$320K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.55K- 36.22% |
$313K - $328K
|
13.3K
$572K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.63K- 4.21% |
$316K - $331K
|
174K
$7.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.72K- 32.72% |
$320K - $335K
|
15.9K
$683K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17.1K- 51.89% |
$709K - $743K
|
15.9K
$683K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-22K- 3.52% |
$914K - $957K
|
605K
$26M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28.2K- 36.93% |
$1.17M - $1.22M
|
48.2K
$2.07M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-30K- 23.32% |
$1.24M - $1.3M
|
98.6K
$4.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-118K- 95.37% |
$4.88M - $5.11M
|
5.71K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-152K- 10.14% |
$6.29M - $6.59M
|
1.34M
$57.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-156K- 40.27% |
$6.47M - $6.77M
|
231K
$9.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-203K- 15.02% |
$8.39M - $8.79M
|
1.15M
$49.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-535K- 95.99% |
$22.2M - $23.2M
|
22.4K
$964K
|