WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
AGGY
145 hedge funds and large institutions have $656M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
27% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 62
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Holders
145
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$72.6M | |
| 2 | +$41M | |
| 3 | +$36.7M | |
| 4 |
LPL Financial
San Diego,
California
|
+$7.93M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$7.71M |
Top Sellers
| 1 | -$67.7M | |
| 2 | -$52.3M | |
| 3 | -$33.1M | |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$13.2M |
| 5 |
KW
KWB Wealth
Redlands,
California
|
-$12.7M |