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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

185 hedge funds and large institutions have $780M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

14% more funds holding

Funds holding: 162 → 185 (+23)

9% more capital invested

Capital invested by funds: $717M → $780M (+$62.4M)

3.82% more ownership

Funds ownership: 66.73% → 70.54% (+3.8%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.85%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
55
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$32.1M
2
Creative Planning
Creative Planning
Kansas
+$20.7M
3
SFA
Sequoia Financial Advisors
Ohio
+$10.3M
4
CFA
Capstone Financial Advisors
Illinois
+$7.7M
5
Jane Street
Jane Street
New York
+$6.68M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.8M
2
PAG
Private Advisor Group
New Jersey
-$8.96M
3
ACM
Ashford Capital Management
Delaware
-$7.17M
4
UBS Group
UBS Group
Switzerland
-$5.27M
5
Barclays
Barclays
United Kingdom
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
51
Raymond James & Associates
Florida
$2.42M +$869K +16,771 +56%
WFA
52
Wade Financial Advisory
California
$2.3M +$129K +2,488 +6%
IA
53
Insight Advisors
Pennsylvania
$2.26M -$48.4K -934 -2%
CAN
54
Cetera Advisor Networks
California
$2.25M +$182K +3,503 +9%
PCWA
55
Pacific Capital Wealth Advisors
California
$2.19M -$200K -3,861 -8%
BZWA
56
Blue Zone Wealth Advisors
California
$2.08M -$545K -10,507 -21%
FHA
57
Flagship Harbor Advisors
Massachusetts
$2.08M +$2.08M +40,148 New
T
58
TRUADVICE
Florida
$2.06M +$64.7K +1,248 +3%
FFWM
59
Future Financial Wealth Management
Ohio
$2.02M +$125K +2,415 +7%
GSWM
60
Golden State Wealth Management
California
$2M +$1.69M +32,530 +529%
GAG
61
Goodman Advisory Group
Massachusetts
$1.88M +$1.88M +36,325 New
CRI
62
Colonial River Investments
Virginia
$1.79M +$1.8M +34,699 New
TC
63
Trilogy Capital
California
$1.78M -$19.7K -381 -1%
BA
64
Bridge Advisory
California
$1.72M +$969K +18,693 +129%
FFA
65
First Foundation Advisors
California
$1.71M -$230K -4,436 -12%
CWM
66
Cornerstone Wealth Management
Missouri
$1.58M +$36.5K +705 +2%
OMC
67
Old Mission Capital
Illinois
$1.52M +$1.2M +23,237 +372%
FAIM
68
Financial Advocates Investment Management
Washington
$1.5M +$19.7K +381 +1%
CWA
69
Centennial Wealth Advisory
Michigan
$1.4M -$198K -3,826 -12%
KAS
70
Kestra Advisory Services
Texas
$1.4M -$145K -2,795 -9%
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$1.33M -$478K -9,228 -26%
PA
72
PFG Advisors
Arizona
$1.24M -$18.1K -350 -1%
ACK
73
Andrew C. Karlinski
$1.22M +$1.22M +23,557 New
CWM
74
Collaborative Wealth Management
Florida
$1.14M +$1.14M +22,082 New
IF
75
Intrua Financial
Texas
$1.1M -$583K -11,245 -35%
1 2
3
4 5

AGGY Hedge Fund Activity: Q4 2021 in Review

185 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2021, worth a combined $780M — up 8.7% from $717M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AGGY positions and 16 closed out — a net gain of 27 holders — while 55 added to existing stakes and 66 trimmed.

The largest buyer was RFG Advisory, adding an estimated $32.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $20.8M.

  • 185 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2021, up from 162 in Q3 2021.
  • Funds reported $780M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2021, up 8.7% quarter-over-quarter.
  • 43 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2021 and 16 closed out, a net change of +27 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2021 was RFG Advisory, an estimated $32.1M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2021.