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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

140 hedge funds and large institutions have $658M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

1.86% less ownership

Funds ownership: 76.31% → 74.45% (-1.9%)

13% less funds holding

Funds holding: 161 → 140 (-21)

14% less capital invested

Capital invested by funds: $767M → $658M (-$109M)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

71% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 28

Holders
140
Holders Change
-21
Holders Change %
-13.04%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
8
Increased
55
Reduced
56
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.42M
2
Bank of America
Bank of America
North Carolina
+$6.34M
3
EH
Equitable Holdings
New York
+$6.13M
4
Ameriprise
Ameriprise
Minnesota
+$5.24M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.94M

Top Sellers

Rank Fund Capital Flow
1
PWS
Private Wealth Strategies
Ohio
-$23.2M
2
RA
RFG Advisory
Alabama
-$22.1M
3
WP
WealthSource Partners
California
-$13.4M
4
OMC
Old Mission Capital
Illinois
-$13.4M
5
AWS
AJ Wealth Strategies
New York
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
126
Heritage Wealth Management (Arizona)
Arizona
$8K – – –
SWM
127
Spire Wealth Management
Virginia
$8K – – –
CFD
128
Creative Financial Designs
Indiana
$6K – – –
PA
129
Parallel Advisors
California
$4K +$4.29K +96 New
ACA
130
Aptus Capital Advisors
Alabama
$3K – – –
GWANC
131
Guardian Wealth Advisors (North Carolina)
North Carolina
$3K – – –
RG
132
Retirement Group
California
$3K – – –
M1FG
133
Mach-1 Financial Group
Arkansas
$2K – – –
US Bancorp
134
US Bancorp
Minnesota
$2K – – –
DWP
135
Destiny Wealth Partners
Florida
$1K -$4.15K -93 -81%
LFG
136
Larson Financial Group
Missouri
$1K – – –
SL
137
Savior LLC
Massachusetts
$1K – – –
PWS
138
Private Wealth Strategies
Ohio
– -$23.2M -519,642 Closed
OMC
139
Old Mission Capital
Illinois
– -$13.4M -299,842 Closed
CAN
140
Cetera Advisor Networks
California
– -$1.92M -42,917 Closed
SOS
141
Silver Oak Securities
Tennessee
– -$1.52M -33,251 Closed
Renaissance Technologies
142
Renaissance Technologies
New York
– -$1.09M -24,399 Closed
LA
143
LexAurum Advisors
Kansas
– -$728K -16,290 Closed
CRI
144
Colonial River Investments
Virginia
– -$364K -8,152 Closed
EWM
145
Echo Wealth Management
Minnesota
– -$299K -6,693 Closed
ARC
146
Advisor Resource Council
Texas
– -$299K -6,683 Closed
CFA
147
Capstone Financial Advisors
Illinois
– -$287K -6,414 Closed
SPC
148
Sigma Planning Corp
Michigan
– -$253K -5,648 Closed
LSA
149
Lion Street Advisors
Texas
– -$245K -4,710 Closed
PA
150
PFG Advisors
Arizona
– -$210K -4,708 Closed
3 4 5
6
7

AGGY Hedge Fund Activity: Q3 2022 in Review

140 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2022, worth a combined $658M — down 14% from $767M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AGGY and 8 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 55 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $6.42M. The largest seller was Private Wealth Strategies, exiting entirely with an estimated $23.2M sold.

  • 140 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2022, down from 161 in Q2 2022.
  • Funds reported $658M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2022, down 14% quarter-over-quarter.
  • 8 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2022 and 28 closed out, a net change of -20 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2022 was Carson Wealth (CWM LLC), an estimated $6.42M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2022 was Private Wealth Strategies, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2022.