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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

159 hedge funds and large institutions have $691M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 18 closing their positions.

Holders
159
Holders Change
-9
Holders Change %
-5.36%
% of All Funds
2.13%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
58
Reduced
69
Closed
18
Calls
$598K
Puts
–
Net Calls
+$598K
Net Calls Change
+$72K

Top Buyers

1
CFG
1
Citizens Financial Group
Rhode Island
$10.2M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$10M
3
UBS Group
3
UBS Group
Switzerland
$20.7M
4
Jane Street
4
Jane Street
New York
$4.91M
5
SF
5
Symphony Financial
Texas
$1.66M

Top Sellers

1
TC
1
Trilogy Capital
California
$4.92M
2
Bank of America
2
Bank of America
North Carolina
$95.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.14M
4
IWP
4
Invenio Wealth Partners
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$9.65M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.02M 46,222 +12,142 +36%
KAS
52
Kestra Advisory Services
Texas
$2M 45,779 +5,267 +13%
SF
53
Symphony Financial
Texas
$1.66M 38,088 +38,088 New
JSL
54
JT Stratford LLC
Georgia
$1.57M 35,912 -3,182 -8%
Betterment LLC
55
Betterment LLC
New York
$1.49M 34,061 +559 +2%
AWM
56
AE Wealth Management
Kansas
$1.49M 34,055 -4,075 -11%
Citadel Advisors
57
Citadel Advisors
Florida
$1.48M 33,936 -47,136 -58%
SBH
58
Segall Bryant & Hamill
Illinois
$1.43M 32,881 +517 +2%
IWN
59
Independent Wealth Network
Iowa
$1.35M 30,973 +276 +0.9%
HI
60
Harbour Investments
Wisconsin
$1.35M 30,920 +3,147 +11%
AAS
61
Avantax Advisory Services
Texas
$1.24M 28,317 -876 -3%
IA
62
Integrity Alliance
Iowa
$1.22M 27,979 -3,043 -10%
DK
63
David Kennon
Florida
$1.13M 25,960 -313 -1%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$931K 21,445 +6,485 +43%
GFG
65
Goldstone Financial Group
Illinois
$925K 21,265 -31,109 -59%
WAM
66
Worth Asset Management
Texas
$882K 20,206 +6,452 +47%
BFA
67
Beacon Financial Advisory
Ohio
$836K 19,159 -6,202 -24%
MLA
68
My Legacy Advisors
Oregon
$823K 18,948 -1,741 -8%
SWM
69
Schwallier Wealth Management
Michigan
$818K 18,751 -29,537 -61%
BWMG
70
Barnes Wealth Management Group
California
$789K 18,078 +262 +1%
TWM
71
Trinity Wealth Management
Pennsylvania
$781K 17,904 +239 +1%
EAM
72
Empirical Asset Management
Massachusetts
$767K 17,591 +3,683 +26%
DAS
73
Diversify Advisory Services
Utah
$740K 16,948 +752 +5%
WB
74
Webster Bank
Connecticut
$738K 16,911 – –
WAS
75
Winch Advisory Services
Wisconsin
$706K 16,181 -1,243 -7%
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