TOUNJIAN ADVISORY PARTNERS, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2039850
FORT MYERS, FL
Position in AGGY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$114,048
-$130,105 QoQ
Shares Held
2,623
-53.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#81
of 101 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,048 | 2,623 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $244,153 | 5,596 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $248,419 | 5,720 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||