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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

159 hedge funds and large institutions have $691M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 18 closing their positions.

Holders
159
Holders Change
-9
Holders Change %
-5.36%
% of All Funds
2.13%
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
58
Reduced
69
Closed
18
Calls
$598K
Puts
–
Net Calls
+$598K
Net Calls Change
+$72K

Top Buyers

1
CFG
1
Citizens Financial Group
Rhode Island
$10.2M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$10M
3
UBS Group
3
UBS Group
Switzerland
$20.7M
4
Jane Street
4
Jane Street
New York
$4.91M
5
SF
5
Symphony Financial
Texas
$1.66M

Top Sellers

1
TC
1
Trilogy Capital
California
$4.92M
2
Bank of America
2
Bank of America
North Carolina
$95.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.14M
4
IWP
4
Invenio Wealth Partners
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$9.65M
Name Market Value Shares Shares
Change 		Shares
Change %
ATPW
76
Ashton Thomas Private Wealth
Arizona
$696K 15,960 -1,949 -11%
PAS
77
Park Avenue Securities
New York
$682K 15,633 -3,825 -20%
SW
78
Simplicity Wealth
New Jersey
$673K 15,430 +10,800 +233%
SIC
79
SFE Investment Counsel
California
$658K 15,091 -12,843 -46%
PFG
80
Pinnacle Financial Group
Illinois
$611K 14,011 – –
GRP
81
Global Retirement Partners
California
$603K 13,817 +13,817 New
GWP
82
Gateway Wealth Partners
Wisconsin
$600K 13,748 +1,054 +8%
IFWM
83
Institute for Wealth Management
Colorado
$582K 13,351 +149 +1%
CFA
84
Capstone Financial Advisors
Illinois
$566K 12,976 +21 +0.2%
MFS
85
McNamara Financial Services
Massachusetts
$557K 12,759 +5,749 +82%
OIA
86
OneDigital Investment Advisors
Kansas
$548K 12,549 -479 -4%
AWS
87
Atria Wealth Solutions
New York
$546K 12,503 +6,714 +116%
WWM
88
Western Wealth Management
Colorado
$534K 12,231 -201 -2%
SAS
89
SMI Advisory Services
Indiana
$521K 12,081 +783 +7%
NC
90
NewSquare Capital
Pennsylvania
$510K 11,682 +346 +3%
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$508K 11,650 -310 -3%
LG
92
Leuthold Group
Minnesota
$477K 10,932 +10,932 New
Creative Planning
93
Creative Planning
Kansas
$452K 10,352 -3,411 -25%
LFG
94
Larson Financial Group
Missouri
$445K 10,190 +11 +0.1%
JIR
95
James Investment Research
Ohio
$427K 9,776 +492 +5%
OP
96
ORG Partners
Indiana
$426K 9,767 +3,649 +60%
AWM
97
Alterna Wealth Management
Texas
$398K 9,127 -313 -3%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$389K 8,918 -2,428 -21%
FFA
99
Farther Finance Advisors
California
$388K 8,886 -670 -7%
RFG
100
REAP Financial Group
Texas
$379K 8,696 -426 -5%
2 3
4
5 6