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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

185 hedge funds and large institutions have $780M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

14% more funds holding

Funds holding: 162 → 185 (+23)

9% more capital invested

Capital invested by funds: $717M → $780M (+$62.4M)

3.82% more ownership

Funds ownership: 66.73% → 70.54% (+3.8%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.85%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
55
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$32.1M
2
Creative Planning
Creative Planning
Kansas
+$20.7M
3
SFA
Sequoia Financial Advisors
Ohio
+$10.3M
4
CFA
Capstone Financial Advisors
Illinois
+$7.7M
5
Jane Street
Jane Street
New York
+$6.68M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.8M
2
PAG
Private Advisor Group
New Jersey
-$8.96M
3
ACM
Ashford Capital Management
Delaware
-$7.17M
4
UBS Group
UBS Group
Switzerland
-$5.27M
5
Barclays
Barclays
United Kingdom
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
5L
101
55I LLC
Massachusetts
$523K +$59.2K +1,142 +13%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$508K +$3.68K +71 +0.7%
CWM
103
Congress Wealth Management
Massachusetts
$494K +$496K +9,562 New
Betterment LLC
104
Betterment LLC
New York
$486K +$487K +9,397 New
IWP
105
IAG Wealth Partners
Wisconsin
$485K -$122K -2,347 -20%
RIA
106
Realta Investment Advisors
Delaware
$455K -$5.7K -110 -1%
MFS
107
McNamara Financial Services
Massachusetts
$442K -$2.18K -42 -0.5%
FAG
108
Fortitude Advisory Group
Washington
$442K +$443K +8,553 New
GAG
109
GM Advisory Group
New York
$384K -$8.19K -158 -2%
FPAS
110
Focus Partners Advisor Solutions
Missouri
$377K +$378K +7,288 New
MF
111
Meridian Financial
Massachusetts
$357K +$358K +6,908 New
SPC
112
Sigma Planning Corp
Michigan
$325K -$8.35K -161 -2%
NC
113
NewSquare Capital
Pennsylvania
$320K +$59.3K +1,145 +23%
RG
114
Retirement Group
California
$319K -$169K -3,252 -35%
TAM
115
Townsend Asset Management
North Carolina
$307K +$674 +13 +0.2%
LFGH
116
Lee Financial Group Hawaii
Hawaii
$305K -$135K -2,598 -31%
MNBTD
117
Moody National Bank Trust Division
Texas
$304K +$24.6K +475 +9%
WWM
118
Western Wealth Management
Colorado
$301K +$302K +5,834 New
FFS
119
Founders Financial Securities
Maryland
$264K +$2.59K +50 +1%
WF
120
Wayfinding Financial
Washington
$255K +$263K +5,078 New
HC
121
HNP Capital
New York
$250K -$7.26K -140 -3%
VRM
122
Vectors Research Management
New York
$250K -$7.26K -140 -3%
DP
123
Denver PWM
Colorado
$249K +$21.6K +416 +9%
AWE
124
Avidian Wealth Enterprises
Texas
$248K +$249K +4,796 New
AFAS
125
Acorn Financial Advisory Services
Virginia
$246K – – –
3 4
5
6 7

AGGY Hedge Fund Activity: Q4 2021 in Review

185 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2021, worth a combined $780M — up 8.7% from $717M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AGGY positions and 16 closed out — a net gain of 27 holders — while 55 added to existing stakes and 66 trimmed.

The largest buyer was RFG Advisory, adding an estimated $32.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $20.8M.

  • 185 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2021, up from 162 in Q3 2021.
  • Funds reported $780M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2021, up 8.7% quarter-over-quarter.
  • 43 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2021 and 16 closed out, a net change of +27 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2021 was RFG Advisory, an estimated $32.1M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2021.