WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
128 hedge funds and large institutions have $678M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 6 closing their positions.
500% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 6
165% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 23
29% more funds holding
Funds holding: 99 → 128 (+29)
20% more capital invested
Capital invested by funds: $564M → $678M (+$114M)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
3.52% more ownership
Funds ownership: 61.72% → 65.23% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$37.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$14.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$11.2M |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$3.08M |
| 5 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
+$3.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$27.1M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
-$15.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$10.8M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$7.26M |
| 5 |
Jane Street
New York
|
-$6.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LPWM
126
Lake Point Wealth Management
Rockwall,
Texas
| $4K | +$3.81K | +73 | New |
|
|
SL
127
Savior LLC
Wellesley Hills,
Massachusetts
| $3K | +$2.77K | +53 | New |
|
|
NR
128
Newfound Research
Wellesley Hills,
Massachusetts
| $2K | – | – | – |
|
|
ASN
129
Advisory Services Network
Atlanta,
Georgia
| $2K | +$2.4K | +46 | New |
|
|
130
Citadel Advisors
Miami,
Florida
| – | -$10.8M | -206,095 | Closed |
|
|
PAG
131
Private Advisor Group
Morristown,
New Jersey
| – | -$7.26M | -138,743 | Closed |
|
|
132
Jane Street
New York
| – | -$6.13M | -117,327 | Closed |
|
|
MFG
133
Merit Financial Group
Alpharetta,
Georgia
| – | -$3.57M | -68,250 | Closed |
|
|
IDA
134
Intelligence Driven Advisers
Carlsbad,
California
| – | -$572K | -10,932 | Closed |
|
|
AP
135
Advisors Preferred
Rockville,
Maryland
| – | -$165K | -3,159 | Closed |
|
AGGY Hedge Fund Activity: Q4 2019 in Review
128 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2019, worth a combined $678M — up 20% from $564M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AGGY positions and 6 closed out — a net gain of 30 holders — while 61 added to existing stakes and 23 trimmed.
The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $37.7M. The largest seller was Horizon Investments, cutting an estimated $27.1M.
- 128 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2019, up from 99 in Q3 2019.
- Funds reported $678M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2019, up 20% quarter-over-quarter.
- 36 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2019 and 6 closed out, a net change of +30 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2019 was Miracle Mile Advisors, an estimated $37.7M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2019 was Horizon Investments, an estimated $27.1M sold.
Based on aggregated 13F filings for Q4 2019.