Tounjian Advisory Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Tounjian Advisory Partners’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 Q3	–	Sell	-5,596	Closed	-$243K	–	152
2025 Q2	$243K	Sell	5,596 -124	-2%	-$5.34K	0.05%	227
2025 Q1	$248K	Buy	+5,720	New	+$247K	0.05%	230

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Tounjian Advisory Partners's AGGY Position: Q3 2025 in Review

Tounjian Advisory Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2025, closing a stake of 5,596 shares — an estimated $243K sold.

Tounjian Advisory Partners first reported a position in AGGY in Q1 2025 and held it in 2 quarters. The position peaked at $248K in Q1 2025. 161 funds tracked by Wall St. Rank hold AGGY as of Q3 2025.

Tounjian Advisory Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
Tounjian Advisory Partners sold 5,596 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2025, an estimated $243K.
Tounjian Advisory Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2025 and held it in 2 quarters.
Tounjian Advisory Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $248K in Q1 2025.
161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2025.

Based on Tounjian Advisory Partners's 13F filing for Q3 2025, filed 12 Nov 2025.