WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
156 hedge funds and large institutions have $862M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 15 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
12% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 57
3% more capital invested
Capital invested by funds: $838M → $862M (+$23.9M)
1% less funds holding
Funds holding: 158 → 156 (-2)
2.83% less ownership
Funds ownership: 90.72% → 87.89% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$29.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.1M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$13.9M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.37M |
| 5 |
Jane Street
New York
|
+$7.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$23.9M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$22.4M |
| 3 |
Morgan Stanley
New York
|
-$14.1M |
| 4 |
LPL Financial
San Diego,
California
|
-$9.25M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.84M |
AGGY Hedge Fund Activity: Q1 2024 in Review
156 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2024, worth a combined $862M — up 2.8% from $838M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AGGY positions and 15 closed out — a net gain of 2 holders — while 64 added to existing stakes and 57 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $29.5M. The largest seller was Equitable Holdings, cutting an estimated $23.9M.
- 156 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2024, down from 158 in Q4 2023.
- Funds reported $862M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2024, up 2.8% quarter-over-quarter.
- 17 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2024 and 15 closed out, a net change of +2 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2024 was HighTower Advisors, an estimated $29.5M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2024 was Equitable Holdings, an estimated $23.9M sold.
Based on aggregated 13F filings for Q1 2024.