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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

168 hedge funds and large institutions have $778M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
58
Reduced
71
Closed
15
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
+$886K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.42M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.31M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$3.98M
4
NS
NBC Securities
Alabama
+$3.45M
5
PWMG
Prestige Wealth Management Group
New Jersey
+$2.13M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$23.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.5M
3
SI
SimpliFi Inc
California
-$18.4M
4
SF
Symphony Financial
Texas
-$17.4M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
76
Sovran Advisors
California
$739K +$216K +5,018 +41%
WB
77
Webster Bank
Connecticut
$734K – – –
DAS
78
Diversify Advisory Services
Utah
$702K +$25.2K +581 +4%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$648K +$145K +3,345 +29%
PFG
80
Pinnacle Financial Group
Illinois
$608K – – –
EAM
81
Empirical Asset Management
Massachusetts
$604K +$310K +7,146 +106%
Creative Planning
82
Creative Planning
Kansas
$598K -$152K -3,490 -20%
WAM
83
Worth Asset Management
Texas
$597K -$18.8K -433 -3%
IFWM
84
Institute for Wealth Management
Colorado
$573K +$7.34K +169 +1%
OIA
85
OneDigital Investment Advisors
Kansas
$566K -$787K -18,111 -58%
CFA
86
Capstone Financial Advisors
Illinois
$563K +$6.38K +147 +1%
GWP
87
Gateway Wealth Partners
Wisconsin
$551K +$77.4K +1,783 +16%
WWM
88
Western Wealth Management
Colorado
$540K -$6.56K -151 -1%
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$519K -$13.4K -308 -3%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$493K +$84.4K +1,943 +21%
NC
91
NewSquare Capital
Pennsylvania
$492K +$7.64K +176 +2%
SAS
92
SMI Advisory Services
Indiana
$486K +$25.9K +603 +6%
FTS
93
Fifth Third Securities
Ohio
$473K +$473K +10,887 New
LFG
94
Larson Financial Group
Missouri
$442K -$2.95K -68 -0.7%
FFA
95
Farther Finance Advisors
California
$416K +$416K +9,556 New
AWM
96
Alterna Wealth Management
Texas
$410K -$470K -10,820 -53%
JIR
97
James Investment Research
Ohio
$403K +$50.7K +1,168 +14%
RFG
98
REAP Financial Group
Texas
$396K -$33.9K -781 -8%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$388K +$155K +3,571 +67%
DWM
100
Drive Wealth Management
Utah
$379K +$6.91K +159 +2%
2 3
4
5 6