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
2025 Q2	$123K	Buy
2025 Q1	$104K	Sell
2024 Q4	$1.93M	Sell
2024 Q3	$2.15M	Sell
2024 Q2	$2.16M	Sell
2024 Q1	$2.2M	Sell
2023 Q4	$2.23M	Buy