Opal Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Opal Wealth Advisors’s Portfolio AGGY Stock Details AGGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,900	Closed	-$392K	–	607
2025 Q4	$392K	Buy	+8,900	New	+$394K	0.1%	123
2025 Q3	–	Sell	-2,820	Closed	-$123K	–	205
2025 Q2	$123K	Buy	2,820 +418	+17%	+$18K	0.03%	252
2025 Q1	$104K	Sell	2,402 -42,522	-95%	-$1.84M	0.03%	264
2024 Q4	$1.93M	Sell	44,924 -3,147	-7%	-$137K	0.58%	30
2024 Q3	$2.15M	Sell	48,071 -2,151	-4%	-$95K	0.67%	25
2024 Q2	$2.16M	Sell	50,222 -470	-0.9%	-$20.1K	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	+$2.14M	0.88%	20

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Opal Wealth Advisors's AGGY Position: Q1 2026 in Review

Opal Wealth Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026, closing a stake of 8,900 shares — an estimated $392K sold.

Opal Wealth Advisors first reported a position in AGGY in Q4 2023 and held it in 8 quarters. The position peaked at $2.23M in Q4 2023. 165 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Opal Wealth Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
Opal Wealth Advisors sold 8,900 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $392K.
Opal Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2023 and held it in 8 quarters.
Opal Wealth Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.23M in Q4 2023.
165 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.