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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

161 hedge funds and large institutions have $767M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% more ownership

Funds ownership: 74.52% → 76.31% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

1% less capital invested

Capital invested by funds: $774M → $767M (-$7.02M)

7% less funds holding

Funds holding: 174 → 161 (-13)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

31% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 67

Holders
161
Holders Change
-13
Holders Change %
-7.47%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
24
Increased
46
Reduced
67
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
AJ Wealth Strategies
New York
+$81.3M
2
SC
Savant Capital
Illinois
+$34.9M
3
OMC
Old Mission Capital
Illinois
+$13.6M
4
Bank of America
Bank of America
North Carolina
+$13.1M
5
WP
WealthSource Partners
California
+$6.07M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$21.7M
2
CFA
Capstone Financial Advisors
Illinois
-$14.3M
3
PI
PFS Investments
Georgia
-$13.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.08M
5
NWM
NEIRG Wealth Management
Massachusetts
-$8.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
126
Transamerica Financial Advisors
Florida
$40K +$40.3K +886 New
HI
127
Harbour Investments
Wisconsin
$30K +$30.6K +673 New
CWP
128
Concord Wealth Partners
Virginia
$28K – – –
GEA
129
Glen Eagle Advisors
New Jersey
$26K -$31.2K -685 -54%
WAM
130
Worth Asset Management
Texas
$26K -$21.9K -481 -45%
GWM
131
Geneos Wealth Management
Colorado
$24K -$15.9K -350 -39%
S
132
Surevest
California
$23K – – –
RCM
133
Raleigh Capital Management
North Carolina
$22K +$773 +17 +4%
GAG
134
Goodman Advisory Group
Massachusetts
$17K -$1.6M -35,268 -99%
CIAS
135
Capital Investment Advisory Services
North Carolina
$14K – – –
AA
136
Ancora Advisors
Ohio
$13K – – –
TF
137
TimeScale Financial
Massachusetts
$10K +$10.5K +230 New
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$9K +$9.55K +210 New
HWMA
139
Heritage Wealth Management (Arizona)
Arizona
$8.27K – – –
SWM
140
Spire Wealth Management
Virginia
$8K – – –
PTC
141
Private Trust Company
Ohio
$8K +$8.05K +177 New
CFD
142
Creative Financial Designs
Indiana
$7K -$8.32K -183 -55%
DWP
143
Destiny Wealth Partners
Florida
$5K – – –
RG
144
Retirement Group
California
$3K -$205K -4,500 -98%
ACA
145
Aptus Capital Advisors
Alabama
$3K – – –
LPWM
146
Lake Point Wealth Management
Texas
$3K – – –
TCWM
147
Total Clarity Wealth Management
Illinois
$3K +$3.09K +68 New
M1FG
148
Mach-1 Financial Group
Arkansas
$3K +$3.18K +70 New
AW
149
ACG Wealth
Georgia
$3K +$3.55K +78 New
GWANC
150
Guardian Wealth Advisors (North Carolina)
North Carolina
$3K +$3.55K +78 New
4 5
6
7 8

AGGY Hedge Fund Activity: Q2 2022 in Review

161 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2022, worth a combined $767M — down 0.91% from $774M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AGGY and 24 opened new positions — a net loss of 8 holders — while 67 trimmed existing stakes and 46 added.

The largest buyer was AJ Wealth Strategies, adding an estimated $81.3M. The largest seller was Horizon Investments, exiting entirely with an estimated $21.7M sold.

  • 161 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2022, down from 174 in Q1 2022.
  • Funds reported $767M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2022, down 0.91% quarter-over-quarter.
  • 24 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2022 and 32 closed out, a net change of -8 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2022 was AJ Wealth Strategies, an estimated $81.3M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2022 was Horizon Investments, an estimated $21.7M sold.

Based on aggregated 13F filings for Q2 2022.