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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
2026
Q2 		$114K Buy
+2,623
New +$114K 0.05% 161
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tounjian Advisory Partners's AGGY Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 2,623 shares worth $114K. The stake represents 0.05% of the portfolio and ranks #161 among its holdings. This is a return to the name: Tounjian Advisory Partners previously reported a position in AGGY as recently as Q2 2025.

Tounjian Advisory Partners first reported a position in AGGY in Q1 2025 and has held it in 3 quarters since. The position peaked at $248K in Q1 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Tounjian Advisory Partners held 2,623 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $114K as of Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Tounjian Advisory Partners position in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.05% of Tounjian Advisory Partners's portfolio in Q2 2026, its #161 holding.
  • Tounjian Advisory Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2025 and has held it in 3 quarters since.
  • Tounjian Advisory Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $248K in Q1 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.