AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund

164 hedge funds and large institutions have $688M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.78M
2 +$7.83M
3 +$6.71M
4
MFG
Merit Financial Group
Georgia
+$5.86M
5
Mariner
Mariner
Kansas
+$5.78M

Top Sellers

1 -$9.63M
2 -$7.29M
3 -$6.82M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4.7M
5
Jane Street
Jane Street
New York
-$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
76
Pinnacle Financial Group
Illinois
$636K
GRP
77
Global Retirement Partners
California
$609K
BFA
78
Beacon Financial Advisory
Ohio
$605K
CFA
79
Capstone Financial Advisors
Illinois
$572K
MFS
80
McNamara Financial Services
Massachusetts
$561K
Bank of New York Mellon
81
Bank of New York Mellon
New York
$554K
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$547K
NC
83
NewSquare Capital
Pennsylvania
$536K
WAM
84
Worth Asset Management
Texas
$528K
OIA
85
OneDigital Investment Advisors
Kansas
$507K
WA
86
Waverly Advisors
Alabama
$473K
AWA
87
Arkadios Wealth Advisors
Georgia
$463K
LFG
88
Larson Financial Group
Missouri
$440K
LWM
89
Lionshead Wealth Management
New York
$429K
WWM
90
Westwood Wealth Management
California
$429K
FFA
91
Farther Finance Advisors
California
$407K
GFA
92
Gallagher Fiduciary Advisors
Illinois
$400K
RFG
93
REAP Financial Group
Texas
$398K
OWA
94
Opal Wealth Advisors
New York
$392K
SIC
95
SFE Investment Counsel
California
$385K
AWM
96
Alterna Wealth Management
Texas
$372K
RFA
97
Reyes Financial Architecture
California
$357K
RL
98
Retireful LLC
Michigan
$350K
CFO
99
CVA Family Office
Colorado
$348K
CA
100
CoreCap Advisors
Michigan
$328K