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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

161 hedge funds and large institutions have $767M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% more ownership

Funds ownership: 74.52% → 76.31% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

1% less capital invested

Capital invested by funds: $774M → $767M (-$7.02M)

7% less funds holding

Funds holding: 174 → 161 (-13)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

31% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 67

Holders
161
Holders Change
-13
Holders Change %
-7.47%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
24
Increased
46
Reduced
67
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
AJ Wealth Strategies
New York
+$81.3M
2
SC
Savant Capital
Illinois
+$34.9M
3
OMC
Old Mission Capital
Illinois
+$13.6M
4
Bank of America
Bank of America
North Carolina
+$13.1M
5
WP
WealthSource Partners
California
+$6.07M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$21.7M
2
CFA
Capstone Financial Advisors
Illinois
-$14.3M
3
PI
PFS Investments
Georgia
-$13.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.08M
5
NWM
NEIRG Wealth Management
Massachusetts
-$8.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$7.15M -$24.8K -545 -0.3%
LFPWM
27
Leicht Financial Planning & Wealth Management
New Jersey
$6.94M -$79.6K -1,751 -1%
3LCM
28
3D/L Capital Management
Connecticut
$5.56M +$21.8K +480 +0.4%
MWM
29
Meridian Wealth Management
Kentucky
$4.48M +$4.56M +100,151 New
RIA
30
Regal Investment Advisors
Michigan
$4.01M +$215K +4,736 +6%
MML Investors Services
31
MML Investors Services
Massachusetts
$3.74M -$182 -4 -0%
CGFA
32
Colton Groome Financial Advisors
North Carolina
$3.56M -$2.77M -60,841 -43%
RIG
33
Roosevelt Investment Group
New York
$3.3M +$102K +2,237 +3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.24M +$598K +13,140 +22%
FPIS
35
Financial Planning & Information Services
Wisconsin
$2.85M -$508K -11,161 -15%
WFA
36
Wade Financial Advisory
California
$2.79M +$347K +7,622 +14%
RJA
37
Raymond James & Associates
Florida
$2.63M +$132K +2,906 +5%
AAS
38
Avantax Advisory Services
Texas
$2.44M -$37.4K -823 -1%
MLA
39
My Legacy Advisors
Oregon
$2.38M +$1.55M +34,181 +180%
Wells Fargo
40
Wells Fargo
California
$2.27M -$1.59M -34,970 -41%
SFG
41
SNS Financial Group
Minnesota
$2.24M -$229K -5,037 -9%
MA
42
Mutual Advisors
Nebraska
$2.12M +$104K +2,276 +5%
FFWM
43
Future Financial Wealth Management
Ohio
$2.04M – – –
T
44
TRUADVICE
Florida
$1.95M +$45.8K +1,006 +2%
CAN
45
Cetera Advisor Networks
California
$1.92M -$1.56M -34,197 -44%
PCWA
46
Pacific Capital Wealth Advisors
California
$1.86M -$9.28K -204 -0.5%
ACK
47
Andrew C. Karlinski
$1.84M +$760K +16,714 +68%
FHA
48
Flagship Harbor Advisors
Massachusetts
$1.78M -$6.91K -152 -0.4%
SFG
49
StrategIQ Financial Group
Indiana
$1.71M -$280K -6,145 -14%
FFA
50
First Foundation Advisors
California
$1.53M +$26K +571 +2%
1
2
3 4 5

AGGY Hedge Fund Activity: Q2 2022 in Review

161 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2022, worth a combined $767M — down 0.91% from $774M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AGGY and 24 opened new positions — a net loss of 8 holders — while 67 trimmed existing stakes and 46 added.

The largest buyer was AJ Wealth Strategies, adding an estimated $81.3M. The largest seller was Horizon Investments, exiting entirely with an estimated $21.7M sold.

  • 161 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2022, down from 174 in Q1 2022.
  • Funds reported $767M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2022, down 0.91% quarter-over-quarter.
  • 24 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2022 and 32 closed out, a net change of -8 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2022 was AJ Wealth Strategies, an estimated $81.3M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2022 was Horizon Investments, an estimated $21.7M sold.

Based on aggregated 13F filings for Q2 2022.