WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
AGGY
147 hedge funds and large institutions have $657M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 12 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
0% more call options, than puts
Call options by funds: $43K | Put options by funds: $43K
2.72% less ownership
Funds ownership: 79.36% → 76.65% (-2.7%)
11% less capital invested
Capital invested by funds: $738M → $657M (-$80.6M)
Holders
147
Holding in Top 10
3
Calls
$43K
Puts
$43K
Top Buyers
| 1 | +$15.9M | |
| 2 | +$7.72M | |
| 3 | +$5.28M | |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.63M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$3.12M |
Top Sellers
| 1 | -$67.3M | |
| 2 | -$13.9M | |
| 3 | -$10.1M | |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$5.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.67M |