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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

185 hedge funds and large institutions have $780M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

14% more funds holding

Funds holding: 162 → 185 (+23)

9% more capital invested

Capital invested by funds: $717M → $780M (+$62.4M)

3.82% more ownership

Funds ownership: 66.73% → 70.54% (+3.8%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.85%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
55
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$32.1M
2
Creative Planning
Creative Planning
Kansas
+$20.7M
3
SFA
Sequoia Financial Advisors
Ohio
+$10.3M
4
CFA
Capstone Financial Advisors
Illinois
+$7.7M
5
Jane Street
Jane Street
New York
+$6.68M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.8M
2
PAG
Private Advisor Group
New Jersey
-$8.96M
3
ACM
Ashford Capital Management
Delaware
-$7.17M
4
UBS Group
UBS Group
Switzerland
-$5.27M
5
Barclays
Barclays
United Kingdom
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
126
Catalyst Capital Advisors
New York
$243K – – –
LSA
127
Lion Street Advisors
Texas
$243K – – –
TCM
128
Teza Capital Management
Illinois
$243K – – –
SB
129
Strategic Blueprint
Georgia
$241K +$242K +4,667 New
RWB
130
RMR Wealth Builders
New Jersey
$230K -$881 -17 -0.4%
TC
131
Truvestments Capital
Florida
$226K -$2.9K -56 -1%
PAS
132
Park Avenue Securities
New York
$224K +$224K +4,330 New
TFGT
133
TS Financial Group (TSFG)
Illinois
$222K – – –
CFGS
134
Concourse Financial Group Securities
Alabama
$220K +$10.8K +209 +5%
AWM
135
Axxcess Wealth Management
California
$216K +$217K +4,184 New
Truist Financial
136
Truist Financial
North Carolina
$215K -$538K -10,388 -71%
GLA
137
Good Life Advisors
Pennsylvania
$215K +$215K +4,152 New
AWMG
138
Alliance Wealth Management Group
New Jersey
$209K – – –
TCM
139
Towercrest Capital Management
Pennsylvania
$209K – – –
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$190K +$13.6K +262 +8%
BA
141
Bivin & Associates
Oklahoma
$183K +$183K +3,537 New
PFA
142
Professional Financial Advisors
Nebraska
$125K +$125K +2,417 New
CAL
143
Capital Analysts LLC
Pennsylvania
$124K -$10K -193 -7%
CFO
144
CVA Family Office
Colorado
$115K +$3.58K +69 +3%
LAS
145
Lloyd Advisory Services
Georgia
$109K +$12.9K +248 +13%
PB
146
Pinnacle Bancorp
Nebraska
$106K – – –
BAM
147
Belpointe Asset Management
Nevada
$106K +$105K +2,033 New
COCM
148
Charter Oak Capital Management
New Hampshire
$105K -$15.5K -299 -13%
APA
149
American Portfolios Advisors
New York
$101K -$17.1K -329 -14%
WTA
150
Washington Trust Advisors
Massachusetts
$96K +$96.7K +1,865 New
4 5
6
7 8

AGGY Hedge Fund Activity: Q4 2021 in Review

185 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2021, worth a combined $780M — up 8.7% from $717M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AGGY positions and 16 closed out — a net gain of 27 holders — while 55 added to existing stakes and 66 trimmed.

The largest buyer was RFG Advisory, adding an estimated $32.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $20.8M.

  • 185 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2021, up from 162 in Q3 2021.
  • Funds reported $780M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2021, up 8.7% quarter-over-quarter.
  • 43 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2021 and 16 closed out, a net change of +27 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2021 was RFG Advisory, an estimated $32.1M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2021.