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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

168 hedge funds and large institutions have $778M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
58
Reduced
71
Closed
15
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
+$886K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.42M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.31M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$3.98M
4
NS
NBC Securities
Alabama
+$3.45M
5
PWMG
Prestige Wealth Management Group
New Jersey
+$2.13M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$23.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.5M
3
SI
SimpliFi Inc
California
-$18.4M
4
SF
Symphony Financial
Texas
-$17.4M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
126
Lionshead Wealth Management
New York
$223K -$158K -3,642 -41%
AFAS
127
Acorn Financial Advisory Services
Virginia
$215K -$13K -300 -6%
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$213K -$360K -8,298 -63%
O3W
129
Omni 360 Wealth
New Jersey
$208K +$208K +4,786 New
SW
130
Simplicity Wealth
New Jersey
$201K +$201K +4,630 New
T
131
Transce3nd
Texas
$193K -$42.5K -979 -18%
FFA
132
Frazier Financial Advisors
Ohio
$158K – – –
Citigroup
133
Citigroup
New York
$146K -$7.9K -182 -5%
BIM
134
Breakwater Investment Management
Washington
$133K – – –
WF
135
Wayfinding Financial
Washington
$129K +$129K +2,990 New
PA
136
PSI Advisors
Florida
$111K +$111K +2,558 New
OWA
137
Opal Wealth Advisors
New York
$104K -$1.85M -42,522 -95%
PB
138
Pinnacle Bancorp
Nebraska
$89.3K – – –
SS
139
SBI Securities
Japan
$75.7K +$2.48K +57 +3%
MAFA
140
MJT & Associates Financial Advisory
Minnesota
$69.3K +$69.3K +1,595 New
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$61K -$22.9K -527 -27%
C
142
Covestor
United Kingdom
$58K +$11.7K +267 +25%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$57.7K +$56.4K +1,300 +4,483%
RFA
144
Reyes Financial Architecture
California
$54.5K -$1.74K -40 -3%
DWM
145
Darwin Wealth Management
Florida
$47.8K – – –
Comerica Bank
146
Comerica Bank
Texas
$43.6K -$141K -3,243 -76%
IA
147
IFP Advisors
Florida
$39.5K +$17.2K +396 +77%
AWM
148
Atticus Wealth Management
Florida
$30.6K -$254K -5,849 -89%
SPIA
149
Steward Partners Investment Advisory
New York
$22.9K -$1.82M -41,988 -99%
T
150
Tidemark
California
$21.7K – – –
4 5
6
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