We are live on ! Find out more
AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

79 hedge funds and large institutions have $436M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

23% more capital invested

Capital invested by funds: $354M → $436M (+$82.3M)

7% more funds holding

Funds holding: 74 → 79 (+5)

2.65% less ownership

Funds ownership: 65.61% → 62.96% (-2.7%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
14
Increased
39
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$31.2M
2
LPL Financial
LPL Financial
California
+$14.1M
3
PI
PFS Investments
Georgia
+$7.49M
4
HI
Horizon Investments
North Carolina
+$6.66M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.95M

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$6.18M
2
PAG
Private Advisor Group
New Jersey
-$5.42M
3
MGIA
Moneta Group Investment Advisors
Missouri
-$5.38M
4
IDA
Intelligence Driven Advisers
California
-$4.34M
5
LFGH
Lee Financial Group Hawaii
Hawaii
-$4.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
26
Mokosak Advisory Group
Iowa
$3.96M +$238K +4,736 +7%
DWM
27
Darwin Wealth Management
Florida
$3.58M +$392K +7,819 +13%
CFA
28
Carroll Financial Associates
North Carolina
$3.29M +$975K +19,423 +43%
IDA
29
Intelligence Driven Advisers
California
$3.23M -$4.34M -86,443 -58%
PAG
30
Private Advisor Group
New Jersey
$2.92M -$5.42M -107,910 -65%
HFA
31
Huber Financial Advisors
Illinois
$2.92M +$831K +16,547 +41%
CCP
32
Cardan Capital Partners
Colorado
$2.9M +$54.3K +1,081 +2%
SW
33
SlateStone Wealth
Florida
$2.83M +$2.77M +55,211 New
DP
34
Denver PWM
Colorado
$2.65M +$238K +4,738 +10%
ACP
35
Aveo Capital Partners
Colorado
$2.62M +$519K +10,347 +25%
OIA
36
OneDigital Investment Advisors
Kansas
$2.61M +$211K +4,203 +9%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.04M -$167K -3,332 -8%
EF
38
Empirical Finance
Pennsylvania
$1.92M +$1.88M +37,448 New
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$1.86M +$338K +6,735 +23%
AWM
40
Apollon Wealth Management
South Carolina
$1.38M +$51.3K +1,021 +4%
Creative Planning
41
Creative Planning
Kansas
$1.08M +$351 +7 +0%
RIA
42
Realta Investment Advisors
Delaware
$1.04M +$232K +4,620 +29%
Wells Fargo
43
Wells Fargo
California
$845K +$302K +6,016 +57%
1IA
44
1834 Investment Advisors
Wisconsin
$767K -$11.5K -230 -2%
AW
45
ACG Wealth
Georgia
$719K -$49.3K -983 -7%
FFS
46
Founders Financial Securities
Maryland
$708K +$147K +2,921 +27%
William Blair & Company
47
William Blair & Company
Illinois
$660K +$1.05K +21 +0.2%
SFG
48
SNS Financial Group
Minnesota
$578K – – –
BRWA
49
B. Riley Wealth Advisors
Florida
$563K +$551K +10,978 New
CI
50
CX Institutional
Indiana
$558K +$57.5K +1,145 +12%
1
2
3 4

AGGY Hedge Fund Activity: Q2 2019 in Review

79 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2019, worth a combined $436M — up 23% from $354M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AGGY positions and 8 closed out — a net gain of 6 holders — while 39 added to existing stakes and 17 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $31.2M. The largest seller was Atria Investments, exiting entirely with an estimated $6.18M sold.

  • 79 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2019, up from 74 in Q1 2019.
  • Funds reported $436M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2019, up 23% quarter-over-quarter.
  • 14 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2019 and 8 closed out, a net change of +6 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2019 was Raymond James Financial Services Advisors, an estimated $31.2M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2019 was Atria Investments, an estimated $6.18M sold.

Based on aggregated 13F filings for Q2 2019.