WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
55 hedge funds and large institutions have $189M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
15% more funds holding
Funds holding: 48 → 55 (+7)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.47% less ownership
Funds ownership: 45.95% → 45.48% (-0.47%)
1% less capital invested
Capital invested by funds: $192M → $189M (-$2.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$8.43M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.06M |
| 3 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$6.94M |
| 4 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$5.4M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$9.39M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.86M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$6.74M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$3.27M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Financial Engines Advisors
Santa Clara,
California
| $5K | +$4.57K | +94 | New |
|
|
CF
52
Centaurus Financial
Anaheim,
California
| $2.2K | -$2.02M | -41,527 | -100% |
|
|
WP
53
WealthShield Partners
Cary,
North Carolina
| $2K | – | – | – |
|
|
NR
54
Newfound Research
Wellesley Hills,
Massachusetts
| $1K | – | – | – |
|
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$8.86M | -182,877 | Closed |
|
|
56
Citadel Advisors
Miami,
Florida
| – | -$2.91M | -59,975 | Closed |
|
|
GLA
57
Great Lakes Advisors
Chicago,
Illinois
| – | -$1.1M | -22,709 | Closed |
|
|
VF
58
Virtu Financial
New York
| – | -$866K | -17,871 | Closed |
|
|
LNC
59
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$214K | -4,407 | Closed |
|
|
CCA
60
Catalyst Capital Advisors
Huntington,
New York
| – | -$90K | -1,850 | Closed |
|
|
CWA
61
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$36K | -735 | Closed |
|
62
SEI Investments
Oaks,
Pennsylvania
| – | -$32K | -651 | Closed |
|
63
Fidelity Investments
Boston,
Massachusetts
| – | +$49 | +1 | New |
|
AGGY Hedge Fund Activity: Q3 2018 in Review
55 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2018, worth a combined $189M — down 1.3% from $192M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new AGGY positions and 8 closed out — a net gain of 7 holders — while 18 added to existing stakes and 15 trimmed.
The largest buyer was Jane Street, adding an estimated $8.43M. The largest seller was Foundations Investment Advisors, cutting an estimated $9.39M.
- 55 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2018, up from 48 in Q2 2018.
- Funds reported $189M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2018, down 1.3% quarter-over-quarter.
- 15 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2018 and 8 closed out, a net change of +7 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2018 was Jane Street, an estimated $8.43M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2018 was Foundations Investment Advisors, an estimated $9.39M sold.
Based on aggregated 13F filings for Q3 2018.