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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

176 hedge funds and large institutions have $748M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

6% more funds holding

Funds holding: 166 → 176 (+10)

0.63% less ownership

Funds ownership: 69.46% → 68.84% (-0.63%)

8% less capital invested

Capital invested by funds: $813M → $748M (-$65.2M)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
3.09%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.18%
New
24
Increased
73
Reduced
58
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$20.6M
2
RA
RFG Advisory
Alabama
+$12.7M
3
NRI
NFP Retirement Inc
California
+$5.96M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.45M
5
PWS
Private Wealth Strategies
Ohio
+$5.08M

Top Sellers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
-$37.5M
2
AWM
AE Wealth Management
Kansas
-$17M
3
CCA
Clearwater Capital Advisors
Illinois
-$11.6M
4
ACM
Ashford Capital Management
Delaware
-$7.95M
5
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$7.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
51
Golden State Equity Partners
California
$3.14M +$1.24M +23,621 +63%
FPIS
52
Financial Planning & Information Services
Wisconsin
$2.73M +$1.15M +21,949 +70%
RIG
53
Roosevelt Investment Group
New York
$2.73M +$791K +15,099 +40%
BZWA
54
Blue Zone Wealth Advisors
California
$2.65M +$191K +3,643 +8%
SPC
55
Sigma Planning Corp
Michigan
$2.61M +$349K +6,658 +15%
PCWA
56
Pacific Capital Wealth Advisors
California
$2.51M -$220K -4,193 -8%
IWA
57
Inspirion Wealth Advisors
Illinois
$2.46M +$386K +7,356 +18%
MIAN
58
Mariner Independent Advisor Network
Kansas
$2.44M +$380K +7,242 +18%
WFA
59
Wade Financial Advisory
California
$2.02M +$24.7K +472 +1%
IA
60
Insight Advisors
Pennsylvania
$1.93M +$190K +3,633 +11%
IF
61
Intrua Financial
Texas
$1.9M -$128K -2,449 -6%
TC
62
Trilogy Capital
California
$1.88M -$136K -2,594 -7%
VWM
63
Vigilare Wealth Management
Arizona
$1.79M -$698K -13,328 -28%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.46M +$1.49M +28,480 New
FFWM
65
Future Financial Wealth Management
Ohio
$1.4M +$24.1K +459 +2%
FFA
66
First Foundation Advisors
California
$1.38M +$139K +2,650 +11%
Truist Financial
67
Truist Financial
North Carolina
$1.35M -$289K -5,515 -17%
CRI
68
Colonial River Investments
Virginia
$1.34M -$253K -4,836 -16%
DWM
69
Darwin Wealth Management
Florida
$1.33M -$896K -17,101 -40%
AI
70
Atria Investments
North Carolina
$1.32M +$1.35M +25,759 New
UCFA
71
United Capital Financial Advisors
Texas
$1.24M -$291K -5,549 -19%
FAIM
72
Financial Advocates Investment Management
Washington
$1.24M +$102K +1,946 +9%
NA
73
NewEdge Advisors
Louisiana
$1.2M +$244K +4,659 +25%
RJA
74
Raymond James & Associates
Florida
$1.19M +$133K +2,543 +12%
PA
75
PFG Advisors
Arizona
$1.17M +$165K +3,153 +16%
1 2
3
4 5

AGGY Hedge Fund Activity: Q1 2021 in Review

176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2021, worth a combined $748M — down 8% from $813M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AGGY positions and 13 closed out — a net gain of 11 holders — while 73 added to existing stakes and 58 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $20.6M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $37.5M sold.

  • 176 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2021, up from 166 in Q4 2020.
  • Funds reported $748M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2021, down 8% quarter-over-quarter.
  • 24 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2021 and 13 closed out, a net change of +11 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2021 was Horizon Investments, an estimated $20.6M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2021 was Simplicity Solutions, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2021.