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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

168 hedge funds and large institutions have $778M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
58
Reduced
71
Closed
15
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
+$886K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.42M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.31M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$3.98M
4
NS
NBC Securities
Alabama
+$3.45M
5
PWMG
Prestige Wealth Management Group
New Jersey
+$2.13M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$23.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.5M
3
SI
SimpliFi Inc
California
-$18.4M
4
SF
Symphony Financial
Texas
-$17.4M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$6.06M +$540K +12,427 +10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$6.05M +$2.1M +48,316 +53%
Stifel Financial
28
Stifel Financial
Missouri
$5.83M -$124K -2,864 -2%
RA
29
RFG Advisory
Alabama
$5.47M +$331K +7,614 +6%
FIM
30
Freedom Investment Management
Connecticut
$4.99M -$69.5K -1,601 -1%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$4.6M +$1.91M +44,041 +71%
BFG
32
Beacon Financial Group
Texas
$4.15M -$45.6K -1,049 -1%
OPWM
33
Oxinas Partners Wealth Management
Indiana
$4.08M -$416K -9,583 -9%
VAS
34
Vestmark Advisory Solutions
Massachusetts
$3.98M +$3.98M +91,706 New
SFG
35
SNS Financial Group
Minnesota
$3.98M -$260K -5,977 -6%
Wells Fargo
36
Wells Fargo
California
$3.64M +$891K +20,525 +32%
Citadel Advisors
37
Citadel Advisors
Florida
$3.52M +$437K +10,058 +14%
NS
38
NBC Securities
Alabama
$3.45M +$3.45M +79,367 +139,240%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$3.28M -$92.5K -2,130 -3%
Osaic Holdings
40
Osaic Holdings
Arizona
$3.24M -$406K -9,340 -11%
AFTS
41
American Financial & Tax Strategies
New York
$2.93M -$88.8K -2,044 -3%
GSEP
42
Golden State Equity Partners
California
$2.89M -$278K -6,393 -9%
Jane Street
43
Jane Street
New York
$2.89M +$1.92M +44,097 +197%
AA
44
Armis Advisers
Georgia
$2.72M -$488K -11,226 -15%
WIM
45
WealthPlan Investment Management
Nebraska
$2.72M -$137K -3,150 -5%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.42M -$344K -7,915 -12%
GSWM
47
Golden State Wealth Management
California
$2.35M -$38.6K -889 -2%
GFG
48
Goldstone Financial Group
Illinois
$2.27M +$51.2K +1,179 +2%
SG
49
Sharper & Granite
California
$2.12M +$1.3K +30 +0.1%
NAM
50
NorthCrest Asset Manangement
Minnesota
$2.11M +$678K +15,618 +47%
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