WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
AGGY
133 hedge funds and large institutions have $738M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
31% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 29
Holders
133
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$73.6M | |
| 2 | +$18.1M | |
| 3 | +$7.53M | |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.34M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.74M |
Top Sellers
| 1 | -$16.8M | |
| 2 | -$11M | |
| 3 | -$6.98M | |
| 4 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$6.64M |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$3.8M |