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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

147 hedge funds and large institutions have $657M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

11% more funds holding

Funds holding: 133 → 147 (+14)

8% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 48

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more call options, than puts

Call options by funds: $43K | Put options by funds: $43K

2.72% less ownership

Funds ownership: 79.36% → 76.65% (-2.7%)

11% less capital invested

Capital invested by funds: $738M → $657M (-$80.6M)

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
52
Reduced
48
Closed
12
Calls
$43K
Puts
$43K
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$16M
2
Morgan Stanley
Morgan Stanley
New York
+$7.79M
3
SF
Symphony Financial
Texas
+$5.34M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$3.66M
5
WP
WealthPLAN Partners
Nebraska
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$67.9M
2
LPL Financial
LPL Financial
California
-$14M
3
Jane Street
Jane Street
New York
-$10.2M
4
SC
Savant Capital
Illinois
-$5.85M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$3.63M +$3.66M +84,230 New
RA
27
RFG Advisory
Alabama
$3.42M +$104K +2,395 +3%
Corient Private Wealth
28
Corient Private Wealth
Florida
$3.29M -$275K -6,333 -8%
WP
29
WealthPLAN Partners
Nebraska
$3.12M +$3.15M +72,483 New
MLA
30
My Legacy Advisors
Oregon
$2.9M +$261K +5,995 +10%
AI
31
Atria Investments
North Carolina
$2.86M +$337K +7,748 +13%
SFG
32
StrategIQ Financial Group
Indiana
$2.52M +$1.2M +27,516 +89%
FPIS
33
Financial Planning & Information Services
Wisconsin
$2.25M +$106K +2,444 +5%
MA
34
Mutual Advisors
Nebraska
$2.18M +$507K +11,660 +30%
SG
35
Sharper & Granite
California
$1.94M -$25.9K -595 -1%
OPWM
36
Oxinas Partners Wealth Management
Indiana
$1.84M +$1.86M +42,773 New
T
37
TRUADVICE
Florida
$1.66M -$22K -506 -1%
DK
38
David Kennon
Florida
$1.42M -$139K -3,190 -9%
Creative Planning
39
Creative Planning
Kansas
$1.42M -$463K -10,652 -24%
Wells Fargo
40
Wells Fargo
California
$1.39M -$174K -4,002 -11%
NAM
41
NorthCrest Asset Manangement
Minnesota
$1.28M -$5.21K -120 -0.4%
AAS
42
Avantax Advisory Services
Texas
$1.27M -$57.2K -1,317 -4%
Osaic Holdings
43
Osaic Holdings
Arizona
$1.25M -$196K -4,506 -13%
CWA
44
Centennial Wealth Advisory
Michigan
$1.16M -$14.5K -333 -1%
AWS
45
AJ Wealth Strategies
New York
$1.03M -$94.9K -2,183 -8%
SFG
46
SNS Financial Group
Minnesota
$1.02M -$295K -6,780 -22%
IA
47
Insight Advisors
Pennsylvania
$981K -$4.04K -93 -0.4%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$946K +$25.4K +585 +3%
IFWM
49
Institute for Wealth Management
Colorado
$898K +$64K +1,473 +8%
IWN
50
Independent Wealth Network
Iowa
$846K +$47.9K +1,103 +6%
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AGGY Hedge Fund Activity: Q2 2023 in Review

147 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2023, worth a combined $657M — down 11% from $738M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AGGY positions and 12 closed out — a net gain of 16 holders — while 52 added to existing stakes and 48 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $16M. The largest seller was Bank of America, cutting an estimated $67.9M.

  • 147 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2023, up from 133 in Q1 2023.
  • Funds reported $657M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2023, down 11% quarter-over-quarter.
  • 28 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2023 and 12 closed out, a net change of +16 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2023 was Old Mission Capital, an estimated $16M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2023 was Bank of America, an estimated $67.9M sold.

Based on aggregated 13F filings for Q2 2023.