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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

160 hedge funds and large institutions have $695M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-8
Holders Change %
-4.76%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
59
Reduced
69
Closed
18
Calls
$598K
Puts
–
Net Calls
+$598K
Net Calls Change
+$72K

Top Buyers

1
CFG
Citizens Financial Group
Rhode Island
+$10.2M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$6M
3
UBS Group
UBS Group
Switzerland
+$2.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.73M
5
Jane Street
Jane Street
New York
+$2.01M

Top Sellers

1
TC
Trilogy Capital
California
-$36.2M
2
Bank of America
Bank of America
North Carolina
-$29M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.2M
4
IWP
Invenio Wealth Partners
Florida
-$11.1M
5
Morgan Stanley
Morgan Stanley
New York
-$6.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.02M +$530K +12,142 +36%
KAS
52
Kestra Advisory Services
Texas
$2M +$230K +5,267 +13%
SF
53
Symphony Financial
Texas
$1.66M +$1.66M +38,088 New
JSL
54
JT Stratford LLC
Georgia
$1.57M -$139K -3,182 -8%
Betterment LLC
55
Betterment LLC
New York
$1.49M +$24.4K +559 +2%
AWM
56
AE Wealth Management
Kansas
$1.49M -$178K -4,075 -11%
Citadel Advisors
57
Citadel Advisors
Florida
$1.48M -$2.06M -47,136 -58%
SBH
58
Segall Bryant & Hamill
Illinois
$1.43M +$22.6K +517 +2%
IWN
59
Independent Wealth Network
Iowa
$1.35M +$12K +276 +0.9%
HI
60
Harbour Investments
Wisconsin
$1.35M +$137K +3,147 +11%
AAS
61
Avantax Advisory Services
Texas
$1.24M -$38.2K -876 -3%
IA
62
Integrity Alliance
Iowa
$1.22M -$133K -3,043 -10%
DK
63
David Kennon
Florida
$1.13M -$13.7K -313 -1%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$931K +$282K +6,485 +43%
GFG
65
Goldstone Financial Group
Illinois
$925K -$1.35M -31,109 -59%
WAM
66
Worth Asset Management
Texas
$882K +$282K +6,452 +47%
BFA
67
Beacon Financial Advisory
Ohio
$836K -$271K -6,202 -24%
MLA
68
My Legacy Advisors
Oregon
$823K -$75.6K -1,741 -8%
SWM
69
Schwallier Wealth Management
Michigan
$818K -$1.29M -29,537 -61%
BWMG
70
Barnes Wealth Management Group
California
$789K +$11.4K +262 +1%
TWM
71
Trinity Wealth Management
Pennsylvania
$781K +$10.4K +239 +1%
EAM
72
Empirical Asset Management
Massachusetts
$767K +$161K +3,683 +26%
DAS
73
Diversify Advisory Services
Utah
$740K +$32.8K +752 +5%
WB
74
Webster Bank
Connecticut
$738K – – –
WAS
75
Winch Advisory Services
Wisconsin
$706K -$54.2K -1,243 -7%
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3
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