WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
26 hedge funds and large institutions have $89.8M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
24% more funds holding
Funds holding: 21 → 26 (+5)
19% more capital invested
Capital invested by funds: $75.5M → $89.8M (+$14.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.32% less ownership
Funds ownership: 53.4% → 52.08% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$1.79M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$1.75M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.52M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.48M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$131K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$90.5K |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$56K |
| 4 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
-$55.6K |
| 5 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
-$8K |
AGGY Hedge Fund Activity: Q3 2017 in Review
26 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2017, worth a combined $89.8M — up 19% from $75.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AGGY positions and 1 closed out — a net gain of 5 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Virtu Financial, opening a new position worth an estimated $1.79M. The largest seller was Royal Bank of Canada, cutting an estimated $131K.
- 26 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2017, up from 21 in Q2 2017.
- Funds reported $89.8M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2017, up 19% quarter-over-quarter.
- 6 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2017 and 1 closed out, a net change of +5 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2017 was Virtu Financial, an estimated $1.79M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2017 was Royal Bank of Canada, an estimated $131K sold.
Based on aggregated 13F filings for Q3 2017.