AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund

164 hedge funds and large institutions have $695M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$598K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$36.2M
2 -$29M
3 -$12.2M
4
IWP
Invenio Wealth Partners
Florida
-$11.1M
5
Morgan Stanley
Morgan Stanley
New York
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
101
REAP Financial Group
Texas
$379K
DWM
102
Drive Wealth Management
Utah
$354K
Goldman Sachs
103
Goldman Sachs
New York
$352K
CFO
104
CVA Family Office
Colorado
$344K
WCFA
105
Walkner Condon Financial Advisors
Wisconsin
$338K
CA
106
CoreCap Advisors
Michigan
$334K
AWA
107
Arkadios Wealth Advisors
Georgia
$330K
SFG
108
SNS Financial Group
Minnesota
$318K
GWSG
109
GPS Wealth Strategies Group
Colorado
$317K
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$314K
QWM
111
Quadcap Wealth Management
Texas
$308K
TFG
112
Team Financial Group
California
$299K
SA
113
Sovran Advisors
California
$298K
LWM
114
Lionshead Wealth Management
New York
$293K
UAG
115
United Advisor Group
Ohio
$290K
FWA
116
FORM Wealth Advisors
Wisconsin
$288K
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$267K
CFD
118
Creative Financial Designs
Indiana
$265K
MF
119
Meridian Financial
Massachusetts
$263K
IWM
120
IHT Wealth Management
Illinois
$259K
TAP
121
Tounjian Advisory Partners
Florida
$243K
OPPS
122
Obsidian Personal Planning Solutions
Maryland
$234K
EWM
123
Evolution Wealth Management
Florida
$230K
HAG
124
HF Advisory Group
Maryland
$227K
VCA
125
Verdence Capital Advisors
Maryland
$227K