WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
161 hedge funds and large institutions have $666M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 14 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 54
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
4% less capital invested
Capital invested by funds: $697M → $666M (-$30.9M)
2% less funds holding
Funds holding: 164 → 161 (-3)
6.55% less ownership
Funds ownership: 88.76% → 82.21% (-6.5%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$12.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.81M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.57M |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.54M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$25.6M |
| 2 |
SI
SimpliFi Inc
San Diego,
California
|
-$19.2M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$3.88M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.24M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$2.76M |
AGGY Hedge Fund Activity: Q3 2025 in Review
161 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2025, worth a combined $666M — down 4.4% from $697M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AGGY positions and 14 closed out — a net gain of 3 holders — while 71 added to existing stakes and 54 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $12.7M. The largest seller was Envestnet Asset Management, cutting an estimated $25.6M.
- 161 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2025, down from 164 in Q2 2025.
- Funds reported $666M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2025, down 4.4% quarter-over-quarter.
- 17 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2025 and 14 closed out, a net change of +3 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2025 was Mercer Global Advisors, an estimated $12.7M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2025 was Envestnet Asset Management, an estimated $25.6M sold.
Based on aggregated 13F filings for Q3 2025.