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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

152 hedge funds and large institutions have $887M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 42

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $798M → $887M (+$88.4M)

1.66% more ownership

Funds ownership: 88.04% → 89.71% (+1.7%)

1% more funds holding

Funds holding: 151 → 152 (+1)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
152
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
2.18%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
21
Increased
73
Reduced
42
Closed
18
Calls
$107K
Puts
–
Net Calls
+$107K
Net Calls Change
+$107K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$6.89M
2
BFG
Beacon Financial Group
Texas
+$5.68M
3
Ameriprise
Ameriprise
Minnesota
+$5.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.46M
5
TC
Trilogy Capital
California
+$5.38M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$7.92M
2
WP
WealthPLAN Partners
Nebraska
-$3.01M
3
GSEP
Golden State Equity Partners
California
-$2.5M
4
LPL Financial
LPL Financial
California
-$2.41M
5
NA
NewEdge Advisors
Louisiana
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.91M +$292K +6,604 +18%
Mariner
52
Mariner
Kansas
$1.87M +$581K +13,163 +46%
OIA
53
OneDigital Investment Advisors
Kansas
$1.8M +$282K +6,391 +19%
AWM
54
AE Wealth Management
Kansas
$1.71M -$7.92M -179,437 -82%
Corient Private Wealth
55
Corient Private Wealth
Florida
$1.51M -$565K -12,785 -27%
SBH
56
Segall Bryant & Hamill
Illinois
$1.47M +$1.45M +32,809 New
NAM
57
NorthCrest Asset Manangement
Minnesota
$1.46M +$115K +2,594 +9%
AAS
58
Avantax Advisory Services
Texas
$1.32M -$262K -5,925 -17%
DK
59
David Kennon
Florida
$1.21M -$2.21K -50 -0.2%
IWN
60
Independent Wealth Network
Iowa
$1.21M +$96.2K +2,179 +9%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.11M +$624K +14,130 +133%
Betterment LLC
62
Betterment LLC
New York
$1.09M +$120K +2,723 +13%
HI
63
Harbour Investments
Wisconsin
$1.08M +$257K +5,818 +32%
TWM
64
Trinity Wealth Management
Pennsylvania
$985K +$221K +5,003 +29%
MLA
65
My Legacy Advisors
Oregon
$949K -$1.46M -33,073 -61%
KAS
66
Kestra Advisory Services
Texas
$927K -$620K -14,033 -40%
WAM
67
Worth Asset Management
Texas
$919K +$30.2K +685 +3%
PAS
68
Park Avenue Securities
New York
$734K +$24.5K +554 +3%
SA
69
Sanctuary Advisors
Indiana
$695K +$187K +4,231 +36%
Creative Planning
70
Creative Planning
Kansas
$689K -$795 -18 -0.1%
DAS
71
Diversify Advisory Services
Utah
$677K +$682K +15,437 New
PFG
72
Pinnacle Financial Group
Illinois
$627K – – –
WWM
73
Western Wealth Management
Colorado
$611K +$795 +18 +0.1%
BFA
74
Beacon Financial Advisory
Ohio
$571K +$234K +5,290 +71%
WAS
75
Winch Advisory Services
Wisconsin
$568K +$24.2K +548 +5%
1 2
3
4 5

AGGY Hedge Fund Activity: Q3 2024 in Review

152 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2024, worth a combined $887M — up 11% from $798M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AGGY positions and 18 closed out — a net gain of 3 holders — while 73 added to existing stakes and 42 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.89M. The largest seller was AE Wealth Management, cutting an estimated $7.92M.

  • 152 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2024, up from 151 in Q2 2024.
  • Funds reported $887M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2024, up 11% quarter-over-quarter.
  • 21 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2024 and 18 closed out, a net change of +3 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2024 was JP Morgan Chase, an estimated $6.89M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2024 was AE Wealth Management, an estimated $7.92M sold.

Based on aggregated 13F filings for Q3 2024.