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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

160 hedge funds and large institutions have $695M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-8
Holders Change %
-4.76%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
59
Reduced
69
Closed
18
Calls
$598K
Puts
–
Net Calls
+$598K
Net Calls Change
+$72K

Top Buyers

1
CFG
Citizens Financial Group
Rhode Island
$10.2M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$10M
3
UBS Group
UBS Group
Switzerland
$20.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.9M
5
Jane Street
Jane Street
New York
$4.91M

Top Sellers

1
TC
Trilogy Capital
California
$4.92M
2
Bank of America
Bank of America
North Carolina
$95.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.14M
4
IWP
Invenio Wealth Partners
Florida
$0
5
Morgan Stanley
Morgan Stanley
New York
$9.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
76
Ashton Thomas Private Wealth
Arizona
$696K -$85K -1,949 -11%
PAS
77
Park Avenue Securities
New York
$682K -$167K -3,825 -20%
SW
78
Simplicity Wealth
New Jersey
$673K +$471K +10,800 +233%
SIC
79
SFE Investment Counsel
California
$658K -$560K -12,843 -46%
PFG
80
Pinnacle Financial Group
Illinois
$611K – – –
GRP
81
Global Retirement Partners
California
$603K +$603K +13,817 New
GWP
82
Gateway Wealth Partners
Wisconsin
$600K +$46K +1,054 +8%
IFWM
83
Institute for Wealth Management
Colorado
$582K +$6.5K +149 +1%
CFA
84
Capstone Financial Advisors
Illinois
$566K +$916 +21 +0.2%
MFS
85
McNamara Financial Services
Massachusetts
$557K +$251K +5,749 +82%
OIA
86
OneDigital Investment Advisors
Kansas
$548K -$20.9K -479 -4%
AWS
87
Atria Wealth Solutions
New York
$546K +$293K +6,714 +116%
WWM
88
Western Wealth Management
Colorado
$534K -$8.77K -201 -2%
SAS
89
SMI Advisory Services
Indiana
$521K +$33.8K +783 +7%
NC
90
NewSquare Capital
Pennsylvania
$510K +$15.1K +346 +3%
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$508K -$13.5K -310 -3%
LG
92
Leuthold Group
Minnesota
$477K +$477K +10,932 New
Creative Planning
93
Creative Planning
Kansas
$452K -$149K -3,411 -25%
LFG
94
Larson Financial Group
Missouri
$445K +$480 +11 +0.1%
JIR
95
James Investment Research
Ohio
$427K +$21.5K +492 +5%
OP
96
ORG Partners
Indiana
$426K +$159K +3,649 +60%
AWM
97
Alterna Wealth Management
Texas
$398K -$13.7K -313 -3%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$389K -$106K -2,428 -21%
FFA
99
Farther Finance Advisors
California
$388K -$29.2K -670 -7%
RFG
100
REAP Financial Group
Texas
$379K -$18.6K -426 -5%
2 3
4
5 6