ACTION POINT FINANCIAL PLANNING, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2116119
GRAND RAPIDS, MI
Position in AGGY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,766,052
New position
Shares Held
224,614
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
5.09%
of 13F equity value
Holder Rank
#10
of 53 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in AGGY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,766,052 | 224,614 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||