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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

171 hedge funds and large institutions have $719M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 61

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

4% less capital invested

Capital invested by funds: $748M → $719M (-$28.9M)

1.46% less ownership

Funds ownership: 68.84% → 67.37% (-1.5%)

3% less funds holding

Funds holding: 176 → 171 (-5)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
171
Holders Change
-5
Holders Change %
-2.84%
% of All Funds
2.98%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
16
Increased
69
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCP
Cardan Capital Partners
Colorado
+$29.9M
2
RA
RFG Advisory
Alabama
+$9.81M
3
JFS
JD Financial Services
Pennsylvania
+$8.59M
4
AWM
AE Wealth Management
Kansas
+$7.04M
5
Barclays
Barclays
United Kingdom
+$4.43M

Top Sellers

Rank Fund Capital Flow
1
SI
SimpliFi Inc
California
-$49.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$21.7M
3
HFS
Horizon Financial Services
North Carolina
-$8.36M
4
MMA
Miracle Mile Advisors
California
-$7.54M
5
NRI
NFP Retirement Inc
California
-$5.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
51
Inspirion Wealth Advisors
Illinois
$2.64M +$129K +2,481 +5%
MIAN
52
Mariner Independent Advisor Network
Kansas
$2.52M +$25.9K +500 +1%
FFA
53
First Foundation Advisors
California
$2.48M +$1.07M +20,733 +77%
PCWA
54
Pacific Capital Wealth Advisors
California
$2.42M -$139K -2,685 -5%
WFA
55
Wade Financial Advisory
California
$2.35M +$295K +5,703 +14%
IA
56
Insight Advisors
Pennsylvania
$2.21M +$224K +4,326 +12%
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$2.19M -$1.07M -20,649 -33%
CAN
58
Cetera Advisor Networks
California
$2.04M +$2.02M +39,013 New
MML Investors Services
59
MML Investors Services
Massachusetts
$2.01M +$833K +16,072 +71%
FFWM
60
Future Financial Wealth Management
Ohio
$1.93M +$496K +9,575 +35%
TC
61
Trilogy Capital
California
$1.87M -$55K -1,061 -3%
IF
62
Intrua Financial
Texas
$1.85M -$77.3K -1,493 -4%
AIC
63
Ameritas Investment Company
Nebraska
$1.77M +$11.8K +227 +4%
KAS
64
Kestra Advisory Services
Texas
$1.74M -$4.95M -95,481 -74%
CWA
65
Centennial Wealth Advisory
Michigan
$1.6M +$475K +9,177 +43%
CRI
66
Colonial River Investments
Virginia
$1.57M +$208K +4,006 +15%
CWM
67
Cornerstone Wealth Management
Missouri
$1.55M +$541K +10,452 +54%
RJA
68
Raymond James & Associates
Florida
$1.48M +$269K +5,191 +22%
VWM
69
Vigilare Wealth Management
Arizona
$1.47M -$359K -6,933 -20%
FAIM
70
Financial Advocates Investment Management
Washington
$1.29M +$27.6K +532 +2%
NA
71
NewEdge Advisors
Louisiana
$1.26M +$37.3K +721 +3%
PA
72
PFG Advisors
Arizona
$1.24M +$42.5K +820 +4%
UCFA
73
United Capital Financial Advisors
Texas
$1.22M -$51.1K -987 -4%
DWM
74
Darwin Wealth Management
Florida
$1.14M -$214K -4,123 -16%
AI
75
Atria Investments
North Carolina
$1.11M -$234K -4,514 -18%
1 2
3
4 5

AGGY Hedge Fund Activity: Q2 2021 in Review

171 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2021, worth a combined $719M — down 3.9% from $748M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AGGY and 16 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 69 added.

The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $29.9M. The largest seller was SimpliFi Inc, exiting entirely with an estimated $49.2M sold.

  • 171 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2021, down from 176 in Q1 2021.
  • Funds reported $719M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2021, down 3.9% quarter-over-quarter.
  • 16 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2021 and 20 closed out, a net change of -4 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2021 was Cardan Capital Partners, an estimated $29.9M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2021 was SimpliFi Inc, an estimated $49.2M sold.

Based on aggregated 13F filings for Q2 2021.