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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

160 hedge funds and large institutions have $695M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 18 closing their positions.

Holders
160
Holders Change
-8
Holders Change %
-4.76%
% of All Funds
2.15%
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
59
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
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.9M
5
Jane Street
5
Jane Street
New York
$4.91M

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 Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$6.29M +$212K +4,860 +3%
DFP
27
Defined Financial Planning
California
$5.95M -$986K -22,888 -14%
RA
28
RFG Advisory
Alabama
$5.81M +$315K +7,211 +6%
Stifel Financial
29
Stifel Financial
Missouri
$5.71M -$141K -3,238 -2%
TC
30
Trilogy Capital
California
$4.92M -$36.2M -829,494 -88%
Jane Street
31
Jane Street
New York
$4.91M +$2.01M +46,004 +69%
FIM
32
Freedom Investment Management
Connecticut
$4.69M -$323K -7,410 -6%
OPWM
33
Oxinas Partners Wealth Management
Indiana
$4.2M +$107K +2,450 +3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$4.17M -$447K -10,237 -10%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$3.9M +$2.73M +62,504 +232%
NS
36
NBC Securities
Alabama
$3.56M +$91.9K +2,107 +3%
BFG
37
Beacon Financial Group
Texas
$3.47M -$697K -15,966 -17%
Wells Fargo
38
Wells Fargo
California
$3.44M -$218K -5,007 -6%
Osaic Holdings
39
Osaic Holdings
Arizona
$3.29M +$86.2K +2,006 +3%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$3.25M -$43.1K -988 -1%
Corient Private Wealth
41
Corient Private Wealth
Florida
$2.92M +$1.49M +34,065 +104%
AFTS
42
American Financial & Tax Strategies
New York
$2.79M -$158K -3,619 -5%
MML Investors Services
43
MML Investors Services
Massachusetts
$2.78M +$343K +7,865 +14%
GSEP
44
Golden State Equity Partners
California
$2.74M -$160K -3,677 -6%
WIM
45
WealthPlan Investment Management
Nebraska
$2.72M -$17.7K -405 -0.6%
AA
46
Armis Advisers
Georgia
$2.32M -$412K -9,441 -15%
GSWM
47
Golden State Wealth Management
California
$2.29M -$72.8K -1,668 -3%
CIA
48
Concurrent Investment Advisors
Florida
$2.2M +$436K +9,984 +25%
NAM
49
NorthCrest Asset Manangement
Minnesota
$2.13M +$20.1K +461 +1%
SG
50
Sharper & Granite
California
$2.1M -$30.5K -700 -1%
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