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

Opal Wealth Advisors, LLC

$314 Million
Q1 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 2,402 shares of AGGY stock, worth $102,685. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,402

Previous 44,924 94.65%

Holding current value

$102,685

Previous $1.93 Million 94.61%

% of portfolio

0.03%

Previous 0.59%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

179

Shares Held

20.7M

Call Options Held

900

Put Options Held

9.3K

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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