WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
145 hedge funds and large institutions have $656M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 22 closing their positions.
32% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 22
4% more funds holding
Funds holding: 140 → 145 (+5)
1.01% more ownership
Funds ownership: 74.45% → 75.46% (+1%)
0% less capital invested
Capital invested by funds: $658M → $656M (-$1.25M)
27% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 62
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$72.3M |
| 2 |
SI
SimpliFi Inc
San Diego,
California
|
+$40.9M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$36.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$7.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
AJ Wealth Strategies
New York
|
-$67.5M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$50.4M |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$33M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$13.2M |
| 5 |
KW
KWB Wealth
Redlands,
California
|
-$12.7M |
AGGY Hedge Fund Activity: Q4 2022 in Review
145 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2022, worth a combined $656M — down 0.19% from $658M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new AGGY positions and 22 closed out — a net gain of 7 holders — while 45 added to existing stakes and 62 trimmed.
The largest buyer was Bank of America, adding an estimated $72.3M. The largest seller was AJ Wealth Strategies, cutting an estimated $67.5M.
- 145 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2022, up from 140 in Q3 2022.
- Funds reported $656M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2022, down 0.19% quarter-over-quarter.
- 29 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2022 and 22 closed out, a net change of +7 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2022 was Bank of America, an estimated $72.3M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2022 was AJ Wealth Strategies, an estimated $67.5M sold.
Based on aggregated 13F filings for Q4 2022.