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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

168 hedge funds and large institutions have $778M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
58
Reduced
71
Closed
15
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
+$886K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.42M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.31M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$3.98M
4
NS
NBC Securities
Alabama
+$3.45M
5
PWMG
Prestige Wealth Management Group
New Jersey
+$2.13M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$23.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.5M
3
SI
SimpliFi Inc
California
-$18.4M
4
SF
Symphony Financial
Texas
-$17.4M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Schwallier Wealth Management
Michigan
$2.1M -$9.16M -210,818 -81%
Mariner
52
Mariner
Kansas
$1.93M -$19.1K -440 -1%
CIA
53
Concurrent Investment Advisors
Florida
$1.76M +$1.76M +40,524 New
KAS
54
Kestra Advisory Services
Texas
$1.76M +$682K +15,714 +63%
JSL
55
JT Stratford LLC
Georgia
$1.7M -$462K -10,643 -21%
AWM
56
AE Wealth Management
Kansas
$1.66M -$32.1K -739 -2%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.48M -$411K -9,468 -22%
Betterment LLC
58
Betterment LLC
New York
$1.46M +$30.4K +701 +2%
Corient Private Wealth
59
Corient Private Wealth
Florida
$1.42M -$69.7K -1,606 -5%
SBH
60
Segall Bryant & Hamill
Illinois
$1.41M -$69.7K -1,605 -5%
IA
61
Integrity Alliance
Iowa
$1.35M +$356K +8,196 +36%
IWN
62
Independent Wealth Network
Iowa
$1.33M +$46.4K +1,068 +4%
AAS
63
Avantax Advisory Services
Texas
$1.27M +$14.7K +338 +1%
SIC
64
SFE Investment Counsel
California
$1.21M +$1.21M +27,934 New
HI
65
Harbour Investments
Wisconsin
$1.21M +$151K +3,474 +14%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.17M +$1.17M +26,992 New
DK
67
David Kennon
Florida
$1.14M -$24.3K -560 -2%
BFA
68
Beacon Financial Advisory
Ohio
$1.1M +$304K +6,989 +38%
MLA
69
My Legacy Advisors
Oregon
$899K -$4.08K -94 -0.5%
WA
70
Win Advisors
Florida
$888K +$888K +20,438 New
PAS
71
Park Avenue Securities
New York
$845K -$266K -6,118 -24%
ATPW
72
Ashton Thomas Private Wealth
Arizona
$778K -$259K -5,956 -25%
BWMG
73
Barnes Wealth Management Group
California
$774K +$58.9K +1,357 +8%
TWM
74
Trinity Wealth Management
Pennsylvania
$767K -$173K -3,985 -18%
WAS
75
Winch Advisory Services
Wisconsin
$757K +$30.4K +701 +4%
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