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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

152 hedge funds and large institutions have $770M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 51

17% more capital invested

Capital invested by funds: $657M → $770M (+$113M)

9.75% more ownership

Funds ownership: 76.65% → 86.39% (+9.7%)

3% more funds holding

Funds holding: 147 → 152 (+5)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
60
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$76.6M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$44.4M
3
UBS Group
UBS Group
Switzerland
+$18M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.66M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.64M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$22.8M
2
SC
Savant Capital
Illinois
-$8.61M
3
Jane Street
Jane Street
New York
-$6.63M
4
LPL Financial
LPL Financial
California
-$6.45M
5
Citadel Advisors
Citadel Advisors
Florida
-$5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
126
LGT Financial Advisors
Texas
$31K +$31.7K +746 New
AAG
127
Armstrong Advisory Group
Massachusetts
$27.8K +$28.5K +670 New
C
128
Covestor
United Kingdom
$22K -$383 -9 -2%
CAL
129
Capital Analysts LLC
Pennsylvania
$18K -$18.9K -444 -51%
CWP
130
Concord Wealth Partners
Virginia
$16.5K – – –
IA
131
IFP Advisors
Florida
$15.6K – – –
SIS
132
Sound Income Strategies
Florida
$15.2K – – –
TC
133
Truvestments Capital
Florida
$13K -$16.3K -384 -55%
WP
134
WealthShield Partners
North Carolina
$12.5K – – –
CSPIA
135
Cary Street Partners Investment Advisory
Virginia
$10.5K – – –
TFGT
136
TS Financial Group (TSFG)
Illinois
$10K – – –
WWP
137
WR Wealth Planners
Missouri
$9.05K – – –
CIAS
138
Capital Investment Advisory Services
North Carolina
$8.34K – – –
SWM
139
Spire Wealth Management
Virginia
$7.84K – – –
RTL
140
Red Tortoise LLC
Georgia
$6.79K +$43 +1 +0.6%
GWM
141
Geneos Wealth Management
Colorado
$6.23K – – –
KFI
142
Key Financial Inc
Pennsylvania
$5.69K – – –
HI
143
Harbour Investments
Wisconsin
$5.42K – – –
TAM
144
Tucker Asset Management
Colorado
$4.38K +$4.51K +106 New
RG
145
Retirement Group
California
$3.07K – – –
Fidelity Investments
146
Fidelity Investments
Massachusetts
$2.2K +$2.17K +51 +2,550%
WTA
147
Washington Trust Advisors
Massachusetts
$955 – – –
LFG
148
Larson Financial Group
Missouri
$623 – – –
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$623 +$638 +15 New
AWA
150
Authentikos Wealth Advisory
California
$249 +$255 +6 New
3 4 5
6
7

AGGY Hedge Fund Activity: Q3 2023 in Review

152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2023, worth a combined $770M — up 17% from $657M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AGGY positions and 14 closed out — a net gain of 6 holders — while 60 added to existing stakes and 51 trimmed.

The largest buyer was Bank of America, adding an estimated $76.6M. The largest seller was Old Mission Capital, cutting an estimated $22.8M.

  • 152 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2023, up from 147 in Q2 2023.
  • Funds reported $770M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2023, up 17% quarter-over-quarter.
  • 20 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2023 and 14 closed out, a net change of +6 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2023 was Bank of America, an estimated $76.6M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2023 was Old Mission Capital, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2023.