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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

161 hedge funds and large institutions have $767M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% more ownership

Funds ownership: 74.52% → 76.31% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

1% less capital invested

Capital invested by funds: $774M → $767M (-$7.02M)

7% less funds holding

Funds holding: 174 → 161 (-13)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

31% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 67

Holders
161
Holders Change
-13
Holders Change %
-7.47%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
24
Increased
46
Reduced
67
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
AJ Wealth Strategies
New York
+$81.3M
2
SC
Savant Capital
Illinois
+$34.9M
3
OMC
Old Mission Capital
Illinois
+$13.6M
4
Bank of America
Bank of America
North Carolina
+$13.1M
5
WP
WealthSource Partners
California
+$6.07M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$21.7M
2
CFA
Capstone Financial Advisors
Illinois
-$14.3M
3
PI
PFS Investments
Georgia
-$13.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.08M
5
NWM
NEIRG Wealth Management
Massachusetts
-$8.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$245K +$249K +5,477 New
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$244K -$114K -2,515 -32%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$231K +$67.7K +1,488 +40%
SCFS
104
S.C. Financial Services
Arizona
$223K +$227K +4,996 New
DP
105
Denver PWM
Colorado
$219K +$1.18K +26 +0.5%
NC
106
NewSquare Capital
Pennsylvania
$218K -$95.5K -2,100 -30%
HC
107
HNP Capital
New York
$213K – – –
VRM
108
Vectors Research Management
New York
$213K – – –
PA
109
PFG Advisors
Arizona
$210K -$646K -14,207 -75%
SB
110
Strategic Blueprint
Georgia
$210K +$136 +3 +0.1%
SWP
111
Stratos Wealth Partners
Ohio
$200K -$7.07M -155,520 -97%
CFGS
112
Concourse Financial Group Securities
Alabama
$153K -$44.2K -971 -22%
TC
113
Truvestments Capital
Florida
$135K -$61.5K -1,353 -31%
WAS
114
Winch Advisory Services
Wisconsin
$127K -$337K -7,403 -72%
TFGT
115
TS Financial Group (TSFG)
Illinois
$121K -$62.4K -1,371 -34%
CAL
116
Capital Analysts LLC
Pennsylvania
$108K +$637 +14 +0.6%
PFA
117
Professional Financial Advisors
Nebraska
$95K +$591 +13 +0.6%
PB
118
Pinnacle Bancorp
Nebraska
$92K – – –
WTA
119
Washington Trust Advisors
Massachusetts
$86K – – –
NFSG
120
Newbridge Financial Services Group
Florida
$69K – – –
CFO
121
CVA Family Office
Colorado
$60K -$40.3K -887 -40%
BMD
122
Better Money Decisions
New Mexico
$56K +$57.1K +1,255 New
COCM
123
Charter Oak Capital Management
New Hampshire
$52K -$39.7K -872 -43%
MA
124
MUFG Americas
New York
$46K +$46.7K +1,027 New
C
125
Covestor
United Kingdom
$45K -$14.8K -325 -24%
3 4
5
6 7

AGGY Hedge Fund Activity: Q2 2022 in Review

161 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2022, worth a combined $767M — down 0.91% from $774M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AGGY and 24 opened new positions — a net loss of 8 holders — while 67 trimmed existing stakes and 46 added.

The largest buyer was AJ Wealth Strategies, adding an estimated $81.3M. The largest seller was Horizon Investments, exiting entirely with an estimated $21.7M sold.

  • 161 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2022, down from 174 in Q1 2022.
  • Funds reported $767M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2022, down 0.91% quarter-over-quarter.
  • 24 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2022 and 32 closed out, a net change of -8 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2022 was AJ Wealth Strategies, an estimated $81.3M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2022 was Horizon Investments, an estimated $21.7M sold.

Based on aggregated 13F filings for Q2 2022.