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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

168 hedge funds and large institutions have $778M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
58
Reduced
71
Closed
15
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
+$886K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.42M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.31M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$3.98M
4
NS
NBC Securities
Alabama
+$3.45M
5
PWMG
Prestige Wealth Management Group
New Jersey
+$2.13M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$23.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.5M
3
SI
SimpliFi Inc
California
-$18.4M
4
SF
Symphony Financial
Texas
-$17.4M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$366K -$206K -4,742 -36%
WCFA
102
Walkner Condon Financial Advisors
Wisconsin
$347K -$27.6K -636 -7%
UAG
103
United Advisor Group
Ohio
$343K -$69.9K -1,609 -17%
CFO
104
CVA Family Office
Colorado
$343K – – –
CA
105
CoreCap Advisors
Michigan
$332K -$2.95K -68 -0.9%
GWSG
106
GPS Wealth Strategies Group
Colorado
$326K -$83.7K -1,927 -20%
QWM
107
Quadcap Wealth Management
Texas
$306K -$4K -92 -1%
MFS
108
McNamara Financial Services
Massachusetts
$304K -$34.4K -791 -10%
TFG
109
Team Financial Group
California
$304K +$18.9K +435 +7%
OMC
110
Old Mission Capital
Illinois
$289K +$289K +6,645 New
CFD
111
Creative Financial Designs
Indiana
$288K -$57.5K -1,325 -17%
FWA
112
FORM Wealth Advisors
Wisconsin
$283K +$283K +6,517 New
PA
113
Perennial Advisors
New York
$283K +$283K +6,505 New
IWM
114
IHT Wealth Management
Illinois
$276K +$3.91K +90 +1%
OP
115
ORG Partners
Indiana
$266K +$137K +3,157 +107%
MF
116
Meridian Financial
Massachusetts
$258K -$59.2K -1,364 -19%
AWS
117
Atria Wealth Solutions
New York
$251K +$251K +5,789 New
TAP
118
Tounjian Advisory Partners
Florida
$248K +$248K +5,720 New
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$248K +$248K +5,699 New
VPF
120
Vantage Point Financial
Illinois
$240K +$22.1K +510 +10%
BWP
121
Baldwin Wealth Partners
Massachusetts
$239K -$271K -6,241 -53%
NA
122
NewEdge Advisors
Louisiana
$235K -$208K -4,790 -47%
OPPS
123
Obsidian Personal Planning Solutions
Maryland
$232K +$19K +440 +9%
HAG
124
HF Advisory Group
Maryland
$230K +$4.86K +112 +2%
VCA
125
Verdence Capital Advisors
Maryland
$224K +$2.52K +58 +1%
3 4
5
6 7