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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

140 hedge funds and large institutions have $658M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

1.86% less ownership

Funds ownership: 76.31% → 74.45% (-1.9%)

13% less funds holding

Funds holding: 161 → 140 (-21)

14% less capital invested

Capital invested by funds: $767M → $658M (-$109M)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

71% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 28

Holders
140
Holders Change
-21
Holders Change %
-13.04%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
8
Increased
55
Reduced
56
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.42M
2
Bank of America
Bank of America
North Carolina
+$6.34M
3
EH
Equitable Holdings
New York
+$6.13M
4
Ameriprise
Ameriprise
Minnesota
+$5.24M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.94M

Top Sellers

Rank Fund Capital Flow
1
PWS
Private Wealth Strategies
Ohio
-$23.2M
2
RA
RFG Advisory
Alabama
-$22.1M
3
WP
WealthSource Partners
California
-$13.4M
4
OMC
Old Mission Capital
Illinois
-$13.4M
5
AWS
AJ Wealth Strategies
New York
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
DK
26
David Kennon
Florida
$4.11M +$4.34M +97,267 New
MML Investors Services
27
MML Investors Services
Massachusetts
$4M +$496K +11,107 +13%
RIA
28
Regal Investment Advisors
Michigan
$3.97M +$194K +4,342 +5%
CCA
29
Clearwater Capital Advisors
Illinois
$3.74M -$3.42M -76,623 -46%
WIM
30
WealthPlan Investment Management
Nebraska
$3.53M +$3.59M +80,370 New
RIG
31
Roosevelt Investment Group
New York
$3.25M +$142K +3,171 +4%
Citadel Advisors
32
Citadel Advisors
Florida
$3.01M +$2.94M +65,806 +1,201%
RJA
33
Raymond James & Associates
Florida
$2.9M +$445K +9,964 +17%
WFA
34
Wade Financial Advisory
California
$2.84M +$221K +4,960 +8%
SFG
35
SNS Financial Group
Minnesota
$2.73M +$650K +14,562 +29%
CGFA
36
Colton Groome Financial Advisors
North Carolina
$2.63M -$780K -17,463 -22%
FPIS
37
Financial Planning & Information Services
Wisconsin
$2.54M -$161K -3,613 -6%
MLA
38
My Legacy Advisors
Oregon
$2.44M +$249K +5,567 +10%
FFA
39
First Foundation Advisors
California
$2.21M +$805K +18,027 +53%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.15M -$954K -21,365 -30%
MA
41
Mutual Advisors
Nebraska
$2.14M +$154K +3,441 +7%
FFWM
42
Future Financial Wealth Management
Ohio
$1.81M -$95.6K -2,141 -5%
FHA
43
Flagship Harbor Advisors
Massachusetts
$1.74M +$57.1K +1,280 +3%
PCWA
44
Pacific Capital Wealth Advisors
California
$1.72M -$42.3K -947 -2%
GWSG
45
GPS Wealth Strategies Group
Colorado
$1.72M +$621K +13,922 +52%
T
46
TRUADVICE
Florida
$1.67M -$101K -2,261 -5%
Wells Fargo
47
Wells Fargo
California
$1.67M -$509K -11,403 -22%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.48M +$240K +5,383 +18%
SFG
49
StrategIQ Financial Group
Indiana
$1.47M -$160K -3,594 -9%
FFG
50
Ford Financial Group
California
$1.32M +$140K +3,127 +11%
1
2
3 4 5

AGGY Hedge Fund Activity: Q3 2022 in Review

140 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2022, worth a combined $658M — down 14% from $767M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AGGY and 8 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 55 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $6.42M. The largest seller was Private Wealth Strategies, exiting entirely with an estimated $23.2M sold.

  • 140 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2022, down from 161 in Q2 2022.
  • Funds reported $658M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2022, down 14% quarter-over-quarter.
  • 8 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2022 and 28 closed out, a net change of -20 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2022 was Carson Wealth (CWM LLC), an estimated $6.42M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2022 was Private Wealth Strategies, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2022.