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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

133 hedge funds and large institutions have $738M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $656M → $738M (+$81.6M)

3.91% more ownership

Funds ownership: 75.46% → 79.36% (+3.9%)

8% less funds holding

Funds holding: 145 → 133 (-12)

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
47
Reduced
55
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$73.3M
2
Jane Street
Jane Street
New York
+$18M
3
OMC
Old Mission Capital
Illinois
+$7.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.31M
5
UBS Group
UBS Group
Switzerland
+$3.72M

Top Sellers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
-$16.7M
2
IA
IFP Advisors
Florida
-$9.86M
3
SI
SimpliFi Inc
California
-$6.95M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$6.64M
5
RIA
Regal Investment Advisors
Michigan
-$3.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
126
Aptus Capital Advisors
Alabama
$3.41K – – –
GWANC
127
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.41K – – –
RG
128
Retirement Group
California
$3K – – –
US Bancorp
129
US Bancorp
Minnesota
$2.1K – – –
WTA
130
Washington Trust Advisors
Massachusetts
$1K -$479 -11 -32%
LFG
131
Larson Financial Group
Missouri
$655 – – –
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$290 -$154K -3,531 -35%
LFPWM
133
Leicht Financial Planning & Wealth Management
New Jersey
– -$6.64M -155,775 Closed
RIA
134
Regal Investment Advisors
Michigan
– -$3.8M -89,169 Closed
WIM
135
WealthPlan Investment Management
Nebraska
– -$3.46M -79,592 Closed
WP
136
WealthPLAN Partners
Nebraska
– -$3.45M -79,592 Closed
CGFA
137
Colton Groome Financial Advisors
North Carolina
– -$3.18M -74,519 Closed
WFA
138
Wade Financial Advisory
California
– -$2.87M -67,325 Closed
FHA
139
Flagship Harbor Advisors
Massachusetts
– -$1.81M -42,524 Closed
FFWM
140
Future Financial Wealth Management
Ohio
– -$1.41M -33,041 Closed
FFG
141
Ford Financial Group
California
– -$1.22M -28,602 Closed
SPIA
142
Steward Partners Investment Advisory
New York
– -$1.11M -25,950 Closed
Mariner
143
Mariner
Kansas
– -$795K -18,650 Closed
BA
144
Bridge Advisory
California
– -$245K -5,747 Closed
PAS
145
Park Avenue Securities
New York
– -$245K -5,735 Closed
IWA
146
Inspirion Wealth Advisors
Illinois
– -$218K -5,120 Closed
CFA
147
Camarda Financial Advisors
Florida
– -$218K -5,103 Closed
WF
148
Wayfinding Financial
Washington
– -$255K -5,078 Closed
DP
149
Denver PWM
Colorado
– -$210K -4,924 Closed
PWS
150
Private Wealth Strategies
Ohio
– -$206K -4,838 Closed
3 4 5
6
7

AGGY Hedge Fund Activity: Q1 2023 in Review

133 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2023, worth a combined $738M — up 12% from $656M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AGGY and 20 opened new positions — a net loss of 9 holders — while 55 trimmed existing stakes and 47 added.

The largest buyer was Bank of America, adding an estimated $73.3M. The largest seller was Savant Capital, cutting an estimated $16.7M.

  • 133 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2023, down from 145 in Q4 2022.
  • Funds reported $738M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2023, up 12% quarter-over-quarter.
  • 20 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2023 and 29 closed out, a net change of -9 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2023 was Bank of America, an estimated $73.3M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2023 was Savant Capital, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2023.