WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
AGGY
161 hedge funds and large institutions have $767M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 67 reducing their positions, and 32 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
25% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 32
31% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 67
Holders
161
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$79.9M | |
| 2 | +$34.3M | |
| 3 | +$13.4M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$12.9M |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$5.97M |
Top Sellers
| 1 | -$21.7M | |
| 2 | -$14M | |
| 3 | -$13.2M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.93M |
| 5 |
NWM
NEIRG Wealth Management
North Andover,
Massachusetts
|
-$8.64M |