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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

145 hedge funds and large institutions have $656M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

4% more funds holding

Funds holding: 140 → 145 (+5)

1.01% more ownership

Funds ownership: 74.45% → 75.46% (+1%)

0% less capital invested

Capital invested by funds: $658M → $656M (-$1.25M)

27% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 62

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
145
Holders Change
+5
Holders Change %
+3.57%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
45
Reduced
62
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$72.3M
2
SI
SimpliFi Inc
California
+$40.9M
3
SC
Savant Capital
Illinois
+$36.5M
4
LPL Financial
LPL Financial
California
+$7.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$7.68M

Top Sellers

Rank Fund Capital Flow
1
AWS
AJ Wealth Strategies
New York
-$67.5M
2
RA
RFG Advisory
Alabama
-$50.4M
3
MMA
Miracle Mile Advisors
California
-$33M
4
TC
Trilogy Capital
California
-$13.2M
5
KW
KWB Wealth
California
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
26
First Foundation Advisors
California
$3.86M +$1.63M +38,284 +73%
RIA
27
Regal Investment Advisors
Michigan
$3.8M -$211K -4,957 -5%
Creative Planning
28
Creative Planning
Kansas
$3.76M -$4.04M -95,000 -52%
QA
29
Quantitative Advantage
Minnesota
$3.65M +$3.64M +85,572 New
WIM
30
WealthPlan Investment Management
Nebraska
$3.46M -$33.1K -778 -1%
WP
31
WealthPLAN Partners
Nebraska
$3.45M +$3.38M +79,592 New
Corient Private Wealth
32
Corient Private Wealth
Florida
$3.33M +$3.32M +78,065 New
CGFA
33
Colton Groome Financial Advisors
North Carolina
$3.18M +$524K +12,344 +20%
RJA
34
Raymond James & Associates
Florida
$3.15M +$221K +5,206 +8%
WFA
35
Wade Financial Advisory
California
$2.87M -$255 -6 -0%
MLA
36
My Legacy Advisors
Oregon
$2.49M -$96K -2,259 -4%
FPIS
37
Financial Planning & Information Services
Wisconsin
$2.4M -$167K -3,940 -7%
MMA
38
Miracle Mile Advisors
California
$2.34M -$33M -776,909 -93%
MA
39
Mutual Advisors
Nebraska
$2.29M +$121K +2,856 +6%
T
40
TRUADVICE
Florida
$2.13M +$352K +8,290 +21%
GWSG
41
GPS Wealth Strategies Group
Colorado
$2.01M +$273K +6,426 +16%
Wells Fargo
42
Wells Fargo
California
$1.96M +$275K +6,478 +16%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.86M -$312K -7,338 -14%
FHA
44
Flagship Harbor Advisors
Massachusetts
$1.81M +$61.1K +1,439 +4%
SG
45
Sharper & Granite
California
$1.72M +$1.71M +40,355 New
AWS
46
AJ Wealth Strategies
New York
$1.59M -$67.5M -1,588,177 -98%
SFG
47
SNS Financial Group
Minnesota
$1.58M -$1.17M -27,587 -43%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.46M -$37.9K -893 -3%
FFWM
49
Future Financial Wealth Management
Ohio
$1.41M -$312K -7,342 -18%
PCWA
50
Pacific Capital Wealth Advisors
California
$1.4M -$330K -7,774 -19%
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3 4 5

AGGY Hedge Fund Activity: Q4 2022 in Review

145 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2022, worth a combined $656M — down 0.19% from $658M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AGGY positions and 22 closed out — a net gain of 7 holders — while 45 added to existing stakes and 62 trimmed.

The largest buyer was Bank of America, adding an estimated $72.3M. The largest seller was AJ Wealth Strategies, cutting an estimated $67.5M.

  • 145 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2022, up from 140 in Q3 2022.
  • Funds reported $656M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2022, down 0.19% quarter-over-quarter.
  • 29 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2022 and 22 closed out, a net change of +7 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2022 was Bank of America, an estimated $72.3M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2022 was AJ Wealth Strategies, an estimated $67.5M sold.

Based on aggregated 13F filings for Q4 2022.