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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

162 hedge funds and large institutions have $717M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 54

0% less capital invested

Capital invested by funds: $719M → $717M (-$1.58M)

0.65% less ownership

Funds ownership: 67.37% → 66.73% (-0.65%)

5% less funds holding

Funds holding: 171 → 162 (-9)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
162
Holders Change
-9
Holders Change %
-5.26%
% of All Funds
2.84%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
16
Increased
65
Reduced
54
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$11.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11M
3
RA
RFG Advisory
Alabama
+$9.73M
4
PAG
Private Advisor Group
New Jersey
+$9.64M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.34M

Top Sellers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
-$10.8M
2
OMC
Old Mission Capital
Illinois
-$8.3M
3
Jane Street
Jane Street
New York
-$6.31M
4
HFS
Horizon Financial Services
North Carolina
-$3.85M
5
T
TRUADVICE
Florida
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
51
Wade Financial Advisory
California
$2.18M -$162K -3,088 -7%
T
52
TRUADVICE
Florida
$2.1M -$2.95M -56,097 -58%
CAN
53
Cetera Advisor Networks
California
$2.08M +$54K +1,027 +3%
FFA
54
First Foundation Advisors
California
$1.95M -$531K -10,088 -21%
FFWM
55
Future Financial Wealth Management
Ohio
$1.93M – – –
AIC
56
Ameritas Investment Company
Nebraska
$1.89M +$1.57M +29,829 +457%
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$1.82M -$358K -6,797 -16%
TC
58
Trilogy Capital
California
$1.8M -$44.1K -838 -2%
IF
59
Intrua Financial
Texas
$1.69M -$147K -2,796 -8%
CWA
60
Centennial Wealth Advisory
Michigan
$1.61M +$17.6K +335 +1%
RJA
61
Raymond James & Associates
Florida
$1.56M +$86.9K +1,651 +6%
KAS
62
Kestra Advisory Services
Texas
$1.55M -$176K -3,352 -10%
CWM
63
Cornerstone Wealth Management
Missouri
$1.55M +$5.1K +97 +0.3%
FAIM
64
Financial Advocates Investment Management
Washington
$1.49M +$214K +4,068 +16%
PA
65
PFG Advisors
Arizona
$1.26M +$32.2K +613 +3%
UCFA
66
United Capital Financial Advisors
Texas
$1.15M -$64.7K -1,230 -5%
MA
67
Mutual Advisors
Nebraska
$1.05M +$1.07M +20,271 New
DWM
68
Darwin Wealth Management
Florida
$1.03M -$103K -1,957 -9%
BFG
69
Beacon Financial Group
Texas
$926K +$7.15K +136 +0.8%
LA
70
LexAurum Advisors
Kansas
$839K +$87K +1,653 +11%
SFG
71
SNS Financial Group
Minnesota
$825K – – –
IWM
72
IHT Wealth Management
Illinois
$806K -$21.5K -409 -3%
BCI
73
Brinker Capital Investments
Pennsylvania
$803K -$208K -3,949 -20%
ACP
74
Aveo Capital Partners
Colorado
$798K -$247K -4,686 -23%
CA
75
Cetera Advisors
Colorado
$764K +$316K +6,007 +69%
1 2
3
4 5

AGGY Hedge Fund Activity: Q3 2021 in Review

162 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2021, worth a combined $717M — down 0.22% from $719M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of AGGY and 16 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 65 added.

The largest buyer was Mercer Global Advisors, adding an estimated $11.6M. The largest seller was Sequoia Financial Advisors, cutting an estimated $10.8M.

  • 162 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2021, down from 171 in Q2 2021.
  • Funds reported $717M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2021, down 0.22% quarter-over-quarter.
  • 16 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2021 and 22 closed out, a net change of -6 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2021 was Mercer Global Advisors, an estimated $11.6M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2021 was Sequoia Financial Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2021.