We are live on ! Find out more
AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
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

1.79% more ownership

Funds ownership: 74.52% → 76.31% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

1% less capital invested

Capital invested by funds: $774M → $767M (-$7.02M)

7% less funds holding

Funds holding: 174 → 161 (-13)

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
Holders Change
-13
Holders Change %
-7.47%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
24
Increased
46
Reduced
67
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
AJ Wealth Strategies
New York
+$81.3M
2
SC
Savant Capital
Illinois
+$34.9M
3
OMC
Old Mission Capital
Illinois
+$13.6M
4
Bank of America
Bank of America
North Carolina
+$13.1M
5
WP
WealthSource Partners
California
+$6.07M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$21.7M
2
CFA
Capstone Financial Advisors
Illinois
-$14.3M
3
PI
PFS Investments
Georgia
-$13.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.08M
5
NWM
NEIRG Wealth Management
Massachusetts
-$8.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
76
McNamara Financial Services
Massachusetts
$409K +$19.4K +426 +5%
FAG
77
Fortitude Advisory Group
Washington
$388K -$7.82K -172 -2%
GAG
78
GM Advisory Group
New York
$385K +$52.1K +1,146 +15%
RIA
79
Realta Investment Advisors
Delaware
$381K -$6.82K -150 -2%
FWP
80
Firethorn Wealth Partners
Georgia
$371K -$217K -4,767 -37%
IWA
81
Inspirion Wealth Advisors
Illinois
$365K -$107K -2,351 -22%
CRI
82
Colonial River Investments
Virginia
$364K -$514K -11,310 -58%
PFG
83
Pinnacle Financial Group
Illinois
$332K +$338K +7,435 New
FPAS
84
Focus Partners Advisor Solutions
Missouri
$322K +$327K +7,188 New
OFG
85
Oxford Financial Group
Indiana
$322K +$327K +7,200 New
GRP
86
Global Retirement Partners
California
$307K – – –
EWM
87
Echo Wealth Management
Minnesota
$299K -$3.57M -78,409 -92%
ARC
88
Advisor Resource Council
Texas
$299K +$304K +6,683 New
DWM
89
Darwin Wealth Management
Florida
$298K -$254K -5,581 -46%
CFA
90
Capstone Financial Advisors
Illinois
$287K -$14.3M -313,649 -98%
William Blair & Company
91
William Blair & Company
Illinois
$286K +$728 +16 +0.3%
IFWM
92
Institute for Wealth Management
Colorado
$282K +$7.28K +160 +3%
ACP
93
Aveo Capital Partners
Colorado
$280K -$352K -7,730 -55%
PAS
94
Park Avenue Securities
New York
$276K +$65.7K +1,445 +31%
Ameriprise
95
Ameriprise
Minnesota
$271K -$772K -16,980 -74%
PA
96
Perennial Advisors
New York
$268K – – –
TAM
97
Townsend Asset Management
North Carolina
$267K +$682 +15 +0.3%
MF
98
Meridian Financial
Massachusetts
$265K +$5.32K +117 +2%
SPC
99
Sigma Planning Corp
Michigan
$253K -$8.96K -197 -3%
LSA
100
Lion Street Advisors
Texas
$245K – – –
2 3
4
5 6

AGGY Hedge Fund Activity: Q2 2022 in Review

161 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2022, worth a combined $767M — down 0.91% from $774M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AGGY and 24 opened new positions — a net loss of 8 holders — while 67 trimmed existing stakes and 46 added.

The largest buyer was AJ Wealth Strategies, adding an estimated $81.3M. The largest seller was Horizon Investments, exiting entirely with an estimated $21.7M sold.

  • 161 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2022, down from 174 in Q1 2022.
  • Funds reported $767M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2022, down 0.91% quarter-over-quarter.
  • 24 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2022 and 32 closed out, a net change of -8 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2022 was AJ Wealth Strategies, an estimated $81.3M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2022 was Horizon Investments, an estimated $21.7M sold.

Based on aggregated 13F filings for Q2 2022.