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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

160 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 10 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-8
Holders Change %
-4.76%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
59
Reduced
69
Closed
18
Calls
$598K
Puts
–
Net Calls
+$598K
Net Calls Change
+$72K

Top Buyers

1
CFG
Citizens Financial Group
Rhode Island
$10.2M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$10M
3
UBS Group
UBS Group
Switzerland
$20.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.9M
5
Jane Street
Jane Street
New York
$4.91M

Top Sellers

1
TC
Trilogy Capital
California
$4.92M
2
Bank of America
Bank of America
North Carolina
$95.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.14M
4
IWP
Invenio Wealth Partners
Florida
$0
5
Morgan Stanley
Morgan Stanley
New York
$9.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
101
Drive Wealth Management
Utah
$354K -$26.8K -615 -7%
Goldman Sachs
102
Goldman Sachs
New York
$352K +$352K +8,064 New
CFO
103
CVA Family Office
Colorado
$344K – – –
WCFA
104
Walkner Condon Financial Advisors
Wisconsin
$338K -$11K -252 -3%
CA
105
CoreCap Advisors
Michigan
$334K +$480 +11 +0.1%
AWA
106
Arkadios Wealth Advisors
Georgia
$330K +$330K +7,558 New
SFG
107
SNS Financial Group
Minnesota
$318K -$3.68M -84,349 -92%
GWSG
108
GPS Wealth Strategies Group
Colorado
$317K -$10.4K -239 -3%
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$314K +$65.8K +1,507 +26%
QWM
110
Quadcap Wealth Management
Texas
$308K – – –
TFG
111
Team Financial Group
California
$299K -$6.85K -157 -2%
SA
112
Sovran Advisors
California
$298K -$447K -10,334 -60%
LWM
113
Lionshead Wealth Management
New York
$293K +$68.8K +1,578 +31%
UAG
114
United Advisor Group
Ohio
$290K -$54.1K -1,241 -16%
FWA
115
FORM Wealth Advisors
Wisconsin
$288K +$3.23K +74 +1%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$267K -$100K -2,302 -27%
CFD
117
Creative Financial Designs
Indiana
$265K -$25K -573 -9%
MF
118
Meridian Financial
Massachusetts
$263K +$2.92K +67 +1%
IWM
119
IHT Wealth Management
Illinois
$259K -$18K -412 -6%
TAP
120
Tounjian Advisory Partners
Florida
$243K -$5.39K -124 -2%
OPPS
121
Obsidian Personal Planning Solutions
Maryland
$234K – – –
EWM
122
Evolution Wealth Management
Florida
$230K +$230K +5,281 New
HAG
123
HF Advisory Group
Maryland
$227K -$4.1K -94 -2%
VCA
124
Verdence Capital Advisors
Maryland
$227K +$2.53K +58 +1%
AFAS
125
Acorn Financial Advisory Services
Virginia
$216K – – –
3 4
5
6 7