OWA
Opal Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
2,820
+418
| +17% | +$18.2K | 0.03% | 251 |
|
|
2025
Q1 | $104K | Sell |
2,402
-42,522
| -95% | -$1.85M | 0.03% | 264 |
|
|
2024
Q4 | $1.93M | Sell |
44,924
-3,147
| -7% | -$135K | 0.58% | 30 |
|
|
2024
Q3 | $2.15M | Sell |
48,071
-2,151
| -4% | -$96.2K | 0.67% | 25 |
|
|
2024
Q2 | $2.16M | Sell |
50,222
-470
| -0.9% | -$20.2K | 0.69% | 23 |
|
|
2024
Q1 | $2.2M | Sell |
50,692
-74
| -0.1% | -$3.21K | 0.75% | 23 |
|
|
2023
Q4 | $2.23M | Buy |
+50,766
| New | +$2.23M | 0.88% | 20 |
|