Optima Capital LLC Wisdomtree Yield Enhanced U.S. Transaction History

Optima Capital LLC

  • $231 Billion
  • Q4 2025

A detailed history of Optima Capital LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Optima Capital LLC holds 97,744 shares of AGGY stock, worth $4.31 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares
97,744
Holding current value
$4.31 Million
% of portfolio
1.86%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$44.07 - $44.82 $4.31 Million - $4.38 Million
97,744 New
97,744 $4.31 Billion
Q1 2025

Jun 12, 2025
SELL
$42.36 - $43.8 $405,258 - $419,034
-9,567 Closed
0 $0
Q4 2024

Jun 12, 2025
BUY
$42.79 - $44.9 $409,371 - $429,558
9,567 New
9,567 $411 Million

Others Institutions Holding AGGY

# of Institutions
181
Shares Held
15.9M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
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