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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

171 hedge funds and large institutions have $719M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 61

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

4% less capital invested

Capital invested by funds: $748M → $719M (-$28.9M)

1.46% less ownership

Funds ownership: 68.84% → 67.37% (-1.5%)

3% less funds holding

Funds holding: 176 → 171 (-5)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
171
Holders Change
-5
Holders Change %
-2.84%
% of All Funds
2.98%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
16
Increased
69
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCP
Cardan Capital Partners
Colorado
+$29.9M
2
RA
RFG Advisory
Alabama
+$9.81M
3
JFS
JD Financial Services
Pennsylvania
+$8.59M
4
AWM
AE Wealth Management
Kansas
+$7.04M
5
Barclays
Barclays
United Kingdom
+$4.43M

Top Sellers

Rank Fund Capital Flow
1
SI
SimpliFi Inc
California
-$49.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$21.7M
3
HFS
Horizon Financial Services
North Carolina
-$8.36M
4
MMA
Miracle Mile Advisors
California
-$7.54M
5
NRI
NFP Retirement Inc
California
-$5.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
126
Alliance Wealth Management Group
New Jersey
$211K – – –
TCM
127
Towercrest Capital Management
Pennsylvania
$211K – – –
SW
128
SlateStone Wealth
Florida
$202K -$1.97K -38 -1%
PA
129
Perennial Advisors
New York
$199K – – –
CAL
130
Capital Analysts LLC
Pennsylvania
$171K -$19.2K -371 -10%
COCM
131
Charter Oak Capital Management
New Hampshire
$122K +$104 +2 +0.1%
TFGT
132
TS Financial Group (TSFG)
Illinois
$121K +$31.7K +612 +36%
APA
133
American Portfolios Advisors
New York
$119K +$52 +1 +0%
CFO
134
CVA Family Office
Colorado
$115K +$570 +11 +0.5%
PB
135
Pinnacle Bancorp
Nebraska
$107K – – –
Deutsche Bank
136
Deutsche Bank
Germany
$86K – – –
HI
137
Harbour Investments
Wisconsin
$72K -$7.62K -147 -10%
GEA
138
Glen Eagle Advisors
New Jersey
$66.1K -$2.18K -42 -3%
BMD
139
Better Money Decisions
New Mexico
$66K – – –
CFA
140
Carroll Financial Associates
North Carolina
$60K -$14.2K -274 -19%
PO
141
Private Ocean
California
$55K – – –
GWM
142
Geneos Wealth Management
Colorado
$47K – – –
FGAM
143
Financial Gravity Asset Management
Texas
$47K +$2.69K +52 New
LAS
144
Lloyd Advisory Services
Georgia
$46K +$5.08K +98 +13%
Citigroup
145
Citigroup
New York
$43K – – –
FPW
146
Flagship Private Wealth
Massachusetts
$28K – – –
NFG
147
Next Financial Group
Texas
$27K – – –
CFD
148
Creative Financial Designs
Indiana
$23K – – –
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$20K +$2.44K +47 +14%
NFSG
150
Newbridge Financial Services Group
Florida
$20K +$20.3K +392 New
4 5
6
7 8

AGGY Hedge Fund Activity: Q2 2021 in Review

171 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2021, worth a combined $719M — down 3.9% from $748M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AGGY and 16 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 69 added.

The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $29.9M. The largest seller was SimpliFi Inc, exiting entirely with an estimated $49.2M sold.

  • 171 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2021, down from 176 in Q1 2021.
  • Funds reported $719M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2021, down 3.9% quarter-over-quarter.
  • 16 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2021 and 20 closed out, a net change of -4 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2021 was Cardan Capital Partners, an estimated $29.9M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2021 was SimpliFi Inc, an estimated $49.2M sold.

Based on aggregated 13F filings for Q2 2021.