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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

185 hedge funds and large institutions have $780M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

14% more funds holding

Funds holding: 162 → 185 (+23)

9% more capital invested

Capital invested by funds: $717M → $780M (+$62.4M)

3.82% more ownership

Funds ownership: 66.73% → 70.54% (+3.8%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.85%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
55
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$32.1M
2
Creative Planning
Creative Planning
Kansas
+$20.7M
3
SFA
Sequoia Financial Advisors
Ohio
+$10.3M
4
CFA
Capstone Financial Advisors
Illinois
+$7.7M
5
Jane Street
Jane Street
New York
+$6.68M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.8M
2
PAG
Private Advisor Group
New Jersey
-$8.96M
3
ACM
Ashford Capital Management
Delaware
-$7.17M
4
UBS Group
UBS Group
Switzerland
-$5.27M
5
Barclays
Barclays
United Kingdom
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$996K -$145K -2,802 -13%
MA
77
Mutual Advisors
Nebraska
$972K -$76.3K -1,472 -7%
AAS
78
Ameritas Advisory Services
Nebraska
$946K +$949K +18,314 New
BFG
79
Beacon Financial Group
Texas
$859K -$48.1K -929 -5%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$858K -$2.28M -44,072 -73%
SFG
81
SNS Financial Group
Minnesota
$780K -$41.5K -800 -5%
DWM
82
Darwin Wealth Management
Florida
$778K -$231K -4,449 -22%
CA
83
Cetera Advisors
Colorado
$766K +$5.49K +106 +0.7%
IWN
84
Independent Wealth Network
Iowa
$754K +$33.8K +652 +5%
IWM
85
IHT Wealth Management
Illinois
$731K -$70.7K -1,365 -9%
TFA
86
Tranquilli Financial Advisor
New Jersey
$730K +$6.38K +123 +0.9%
ACP
87
Aveo Capital Partners
Colorado
$728K -$66.7K -1,286 -8%
CA
88
CoreCap Advisors
Michigan
$722K +$724K +13,974 New
DAS
89
Dynamic Advisor Solutions
Arizona
$717K -$22.5K -435 -3%
William Blair & Company
90
William Blair & Company
Illinois
$660K +$777 +15 +0.1%
AWS
91
AJ Wealth Strategies
New York
$648K -$75.1K -1,449 -10%
FWP
92
Firethorn Wealth Partners
Georgia
$637K +$639K +12,320 New
LA
93
LexAurum Advisors
Kansas
$623K -$212K -4,097 -25%
MHR
94
Matthew Hamilton Rosenberg
$600K +$360K +6,955 +150%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$582K -$19.2K -371 -3%
SFS
96
Sowell Financial Services
Arkansas
$575K – – –
Ameriprise
97
Ameriprise
Minnesota
$564K +$565K +10,907 New
ARC
98
Advisor Resource Council
Texas
$564K +$567K +10,932 New
WAS
99
Winch Advisory Services
Wisconsin
$538K -$101K -1,957 -16%
MWM
100
Maripau Wealth Management
Indiana
$527K +$554K +10,693 New
2 3
4
5 6

AGGY Hedge Fund Activity: Q4 2021 in Review

185 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2021, worth a combined $780M — up 8.7% from $717M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AGGY positions and 16 closed out — a net gain of 27 holders — while 55 added to existing stakes and 66 trimmed.

The largest buyer was RFG Advisory, adding an estimated $32.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $20.8M.

  • 185 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2021, up from 162 in Q3 2021.
  • Funds reported $780M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2021, up 8.7% quarter-over-quarter.
  • 43 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2021 and 16 closed out, a net change of +27 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2021 was RFG Advisory, an estimated $32.1M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2021.