WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
AGGY
159 hedge funds and large institutions have $662M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
2% less funds holding
Funds holding: 162 → 159 (-3)
6.66% less ownership
Funds ownership: 88.35% → 81.69% (-6.7%)
Holders
159
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$12.9M | |
| 2 | +$1.83M | |
| 3 | +$1.59M | |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.56M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.51M |
Top Sellers
| 1 | -$25.9M | |
| 2 | -$19.2M | |
| 3 | -$3.92M | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.28M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$2.79M |
