Opal Wealth Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Opal Wealth Advisors, LLC

$348 Million
Q2 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 2,820 shares of AGGY stock, worth $124,982. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,820

Previous 2,402 17.4%

Holding current value

$124,982

Previous $104,000 18.27%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$42.51 - $43.7 $17,769 - $18,266	418 Added 17.4%	2,820 $123,000
Q1 2025 Apr 16, 2025	SELL	$42.36 - $43.8 $1.8 Million - $1.86 Million	-42,522 Reduced 94.65%	2,402 $104,000
Q4 2024 Jan 28, 2025	SELL	$42.79 - $44.9 $134,660 - $141,300	-3,147 Reduced 6.55%	44,924 $1.93 Million
Q3 2024 Oct 15, 2024	SELL	$42.76 - $45.16 $91,976 - $97,139	-2,151 Reduced 4.28%	48,071 $2.15 Million
Q2 2024 Jul 12, 2024	SELL	$42.1 - $43.44 $19,787 - $20,416	-470 Reduced 0.93%	50,222 $2.16 Million
Q1 2024 Apr 11, 2024	SELL	$42.98 - $43.99 $3,180 - $3,255	-74 Reduced 0.15%	50,692 $2.2 Million
Q4 2023 Jan 19, 2024	BUY	$40.67 - $44.21 $2.06 Million - $2.24 Million	50,766 New	50,766 $2.23 Million

Others Institutions Holding AGGY

# of Institutions

180

Shares Held

17M

Call Options Held

13.7K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
Sector ETFs
Industry ETFs

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Opal Wealth Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History