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

Top Sellers

1
TC
1
Trilogy Capital
California
$4.92M
2
Bank of America
2
Bank of America
North Carolina
$95.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.14M
4
IWP
4
Invenio Wealth Partners
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$9.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
O3W
126
Omni 360 Wealth
New Jersey
$215K +$5.8K +133 +3%
CF
127
Centaurus Financial
California
$214K +$214K +4,905 New
VPF
128
Vantage Point Financial
Illinois
$203K -$37.8K -866 -16%
T
129
Transce3nd
Texas
$183K -$11.3K -258 -6%
FFA
130
Frazier Financial Advisors
Ohio
$158K – – –
Citigroup
131
Citigroup
New York
$149K +$2.71K +62 +2%
BIM
132
Breakwater Investment Management
Washington
$134K – – –
IA
133
IFP Advisors
Florida
$123K +$83.4K +1,912 +210%
OWA
134
Opal Wealth Advisors
New York
$123K +$18.2K +418 +17%
SS
135
SBI Securities
Japan
$91K +$15K +343 +20%
PB
136
Pinnacle Bancorp
Nebraska
$89.7K – – –
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$80K +$18.7K +428 +30%
MAFA
138
MJT & Associates Financial Advisory
Minnesota
$69.6K – – –
C
139
Covestor
United Kingdom
$67K +$8.69K +198 +15%
RFA
140
Reyes Financial Architecture
California
$54.7K – – –
Comerica Bank
141
Comerica Bank
Texas
$43.8K – – –
SPIA
142
Steward Partners Investment Advisory
New York
$23K – – –
AWM
143
Atticus Wealth Management
Florida
$21.9K -$8.82K -202 -29%
T
144
Tidemark
California
$21.8K – – –
DWM
145
Darwin Wealth Management
Florida
$17.7K -$31K -709 -64%
KFI
146
Key Financial Inc
Pennsylvania
$15.3K +$9.34K +214 +156%
AF
147
Allworth Financial
California
$14.5K – – –
CAL
148
Capital Analysts LLC
Pennsylvania
$12K +$129 +3 +1%
PTC
149
Private Trust Company
Ohio
$11.4K – – –
TAM
150
Townsend Asset Management
North Carolina
$9.13K +$87 +2 +1%
4 5
6
7 8