WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
185 hedge funds and large institutions have $780M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 16 closing their positions.
169% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 16
14% more funds holding
Funds holding: 162 → 185 (+23)
9% more capital invested
Capital invested by funds: $717M → $780M (+$62.4M)
3.82% more ownership
Funds ownership: 66.73% → 70.54% (+3.8%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
17% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$32.1M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$20.7M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$10.3M |
| 4 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
+$7.7M |
| 5 |
Jane Street
New York
|
+$6.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$20.8M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$8.96M |
| 3 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$7.17M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.27M |
| 5 |
Barclays
London,
United Kingdom
|
-$3.55M |
AGGY Hedge Fund Activity: Q4 2021 in Review
185 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2021, worth a combined $780M — up 8.7% from $717M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new AGGY positions and 16 closed out — a net gain of 27 holders — while 55 added to existing stakes and 66 trimmed.
The largest buyer was RFG Advisory, adding an estimated $32.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $20.8M.
- 185 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2021, up from 162 in Q3 2021.
- Funds reported $780M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2021, up 8.7% quarter-over-quarter.
- 43 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2021 and 16 closed out, a net change of +27 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2021 was RFG Advisory, an estimated $32.1M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $20.8M sold.
Based on aggregated 13F filings for Q4 2021.