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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

159 hedge funds and large institutions have $691M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 18 closing their positions.

Holders
159
Holders Change
-9
Holders Change %
-5.36%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
58
Reduced
69
Closed
18
Calls
$598K
Puts
–
Net Calls
+$598K
Net Calls Change
+$72K

Top Buyers

1
CFG
1
Citizens Financial Group
Rhode Island
$10.2M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$10M
3
UBS Group
3
UBS Group
Switzerland
$20.7M
4
Jane Street
4
Jane Street
New York
$4.91M
5
SF
5
Symphony Financial
Texas
$1.66M

Top Sellers

1
TC
1
Trilogy Capital
California
$4.92M
2
Bank of America
2
Bank of America
North Carolina
$95.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.14M
4
IWP
4
Invenio Wealth Partners
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$9.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$95.2M 2,181,645 -664,320 -23%
LPL Financial
2
LPL Financial
California
$53.4M 1,224,588 -11,663 -0.9%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$51.5M 1,180,356 -2,481 -0.2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$38M 870,086 +30,253 +4%
HighTower Advisors
5
HighTower Advisors
Illinois
$37.5M 860,301 -1,679 -0.2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$28.6M 655,690 -12,750 -2%
SC
7
Savant Capital
Illinois
$27.7M 634,585 -30,380 -5%
PWMG
8
Prestige Wealth Management Group
New Jersey
$27.4M 628,018 -25,498 -4%
UBS Group
9
UBS Group
Switzerland
$20.7M 473,969 +65,885 +16%
SI
10
SimpliFi Inc
California
$19.2M 439,659 +2,313 +0.5%
PAG
11
Private Advisor Group
New Jersey
$17.2M 394,718 -100,876 -20%
FFA
12
First Foundation Advisors
California
$15M 343,803 -14,742 -4%
Ameriprise
13
Ameriprise
Minnesota
$12M 274,550 -5,626 -2%
Raymond James Financial
14
Raymond James Financial
Florida
$11.3M 258,846 +37,482 +17%
AI
15
Atria Investments
North Carolina
$10.9M 250,464 -15,106 -6%
CFG
16
Citizens Financial Group
Rhode Island
$10.2M 234,249 +234,249 New
VAS
17
Vestmark Advisory Solutions
Massachusetts
$10M 229,136 +137,430 +150%
Morgan Stanley
18
Morgan Stanley
New York
$9.65M 221,181 -158,851 -42%
SAM
19
Smartleaf Asset Management
Massachusetts
$9.46M 217,729 +7,398 +4%
GWM
20
GSB Wealth Management
Connecticut
$9.2M 210,917 +4,075 +2%
IA
21
Insight Advisors
Pennsylvania
$8.64M 198,118 -9,490 -5%
KPWS
22
Kestra Private Wealth Services
Texas
$7.36M 168,606 +28,438 +20%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$7.14M 163,670 -279,591 -63%
HBS
24
Howard Bailey Securities
Indiana
$6.81M 156,078 -985 -0.6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.69M 153,283 +13,924 +10%
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