We are live on ! Find out more
AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

140 hedge funds and large institutions have $658M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

1.86% less ownership

Funds ownership: 76.31% → 74.45% (-1.9%)

13% less funds holding

Funds holding: 161 → 140 (-21)

14% less capital invested

Capital invested by funds: $767M → $658M (-$109M)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

71% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 28

Holders
140
Holders Change
-21
Holders Change %
-13.04%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
8
Increased
55
Reduced
56
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.42M
2
Bank of America
Bank of America
North Carolina
+$6.34M
3
EH
Equitable Holdings
New York
+$6.13M
4
Ameriprise
Ameriprise
Minnesota
+$5.24M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.94M

Top Sellers

Rank Fund Capital Flow
1
PWS
Private Wealth Strategies
Ohio
-$23.2M
2
RA
RFG Advisory
Alabama
-$22.1M
3
WP
WealthSource Partners
California
-$13.4M
4
OMC
Old Mission Capital
Illinois
-$13.4M
5
AWS
AJ Wealth Strategies
New York
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$203K +$215K +4,816 New
HC
102
HNP Capital
New York
$201K – – –
VRM
103
Vectors Research Management
New York
$201K – – –
CFGS
104
Concourse Financial Group Securities
Alabama
$143K -$1.92K -43 -1%
WAS
105
Winch Advisory Services
Wisconsin
$138K +$20K +449 +16%
TC
106
Truvestments Capital
Florida
$125K -$2.99K -67 -2%
CAL
107
Capital Analysts LLC
Pennsylvania
$103K +$804 +18 +0.7%
PFA
108
Professional Financial Advisors
Nebraska
$90K +$670 +15 +0.7%
PB
109
Pinnacle Bancorp
Nebraska
$87K – – –
WTA
110
Washington Trust Advisors
Massachusetts
$75K -$6.29K -141 -7%
NFSG
111
Newbridge Financial Services Group
Florida
$65K – – –
CFO
112
CVA Family Office
Colorado
$57K +$402 +9 +0.7%
TFGT
113
TS Financial Group (TSFG)
Illinois
$43K -$74.5K -1,668 -62%
MA
114
MUFG Americas
New York
$43K – – –
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$42K +$43.9K +984 New
TFA
116
Transamerica Financial Advisors
Florida
$38K -$357 -8 -0.9%
GWM
117
Geneos Wealth Management
Colorado
$32K +$9.69K +217 +39%
C
118
Covestor
United Kingdom
$30K -$12.6K -282 -28%
HI
119
Harbour Investments
Wisconsin
$30K – – –
S
120
Surevest
California
$22K – – –
RCM
121
Raleigh Capital Management
North Carolina
$20K -$1.12K -25 -5%
GAG
122
Goodman Advisory Group
Massachusetts
$15K -$1.61K -36 -9%
GEA
123
Glen Eagle Advisors
New Jersey
$14.1K -$11K -247 -42%
PTC
124
Private Trust Company
Ohio
$14K +$7.05K +158 +89%
CIAS
125
Capital Investment Advisory Services
North Carolina
$9K -$4.73K -106 -34%
3 4
5
6 7

AGGY Hedge Fund Activity: Q3 2022 in Review

140 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2022, worth a combined $658M — down 14% from $767M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AGGY and 8 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 55 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $6.42M. The largest seller was Private Wealth Strategies, exiting entirely with an estimated $23.2M sold.

  • 140 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2022, down from 161 in Q2 2022.
  • Funds reported $658M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2022, down 14% quarter-over-quarter.
  • 8 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2022 and 28 closed out, a net change of -20 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2022 was Carson Wealth (CWM LLC), an estimated $6.42M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2022 was Private Wealth Strategies, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2022.