WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
48 hedge funds and large institutions have $192M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 8 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 8
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
18% more capital invested
Capital invested by funds: $162M → $192M (+$29.1M)
7% more funds holding
Funds holding: 45 → 48 (+3)
3.71% more ownership
Funds ownership: 42.24% → 45.95% (+3.7%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.9M |
| 2 |
Jane Street
New York
|
+$8.48M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.92M |
| 4 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$2.65M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWF
Epstein & White Financial
San Diego,
California
|
-$6.71M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.23M |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$1.48M |
| 4 |
Bank of New York Mellon
New York
|
-$1.07M |
| 5 |
VF
Virtu Financial
New York
|
-$686K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$279K | -5,665 | Closed |
|
|
IWM
52
IHT Wealth Management
Chicago,
Illinois
| – | -$87K | -1,770 | Closed |
|
|
SWP
53
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$49K | -1,000 | Closed |
|
|
PWM
54
Perigon Wealth Management
San Francisco,
California
| – | -$22K | -440 | Closed |
|
|
FANJ
55
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$15K | -310 | Closed |
|
|
SFSIG
56
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$3K | -70 | Closed |
|
AGGY Hedge Fund Activity: Q2 2018 in Review
48 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2018, worth a combined $192M — up 18% from $162M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AGGY positions and 8 closed out — a net gain of 5 holders — while 22 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $8.9M. The largest seller was Epstein & White Financial, cutting an estimated $6.71M.
- 48 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2018, up from 45 in Q1 2018.
- Funds reported $192M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2018, up 18% quarter-over-quarter.
- 13 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2018 and 8 closed out, a net change of +5 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2018 was Susquehanna International Group, an estimated $8.9M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2018 was Epstein & White Financial, an estimated $6.71M sold.
Based on aggregated 13F filings for Q2 2018.