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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

161 hedge funds and large institutions have $666M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

4% less capital invested

Capital invested by funds: $697M → $666M (-$30.9M)

2% less funds holding

Funds holding: 164 → 161 (-3)

6.55% less ownership

Funds ownership: 88.76% → 82.21% (-6.5%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
17
Increased
71
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$12.7M
2
Bank of America
Bank of America
North Carolina
+$1.81M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.57M
4
KPWS
Kestra Private Wealth Services
Texas
+$1.54M
5
UBS Group
UBS Group
Switzerland
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.6M
2
SI
SimpliFi Inc
California
-$19.2M
3
VAS
Vestmark Advisory Solutions
Massachusetts
-$3.88M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.24M
5
BFG
Beacon Financial Group
Texas
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
126
Sovran Advisors
California
$200K -$104K -2,368 -34%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$166K +$165K +3,759 New
FFA
128
Frazier Financial Advisors
Ohio
$161K – – –
Citigroup
129
Citigroup
New York
$148K -$3.68K -84 -2%
BIM
130
Breakwater Investment Management
Washington
$136K – – –
PB
131
Pinnacle Bancorp
Nebraska
$91.1K – – –
SS
132
SBI Securities
Japan
$88.8K -$3.5K -80 -4%
Comerica Bank
133
Comerica Bank
Texas
$81.8K +$37K +844 +84%
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$81K – – –
C
135
Covestor
United Kingdom
$73K +$5.43K +124 +8%
RFA
136
Reyes Financial Architecture
California
$55.5K – – –
DWM
137
Darwin Wealth Management
Florida
$49.7K +$31.3K +716 +177%
US Bancorp
138
US Bancorp
Minnesota
$49.3K +$48.8K +1,114 New
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$47K +$46.5K +1,061 New
PMFA
140
Plante Moran Financial Advisors
Michigan
$35.1K +$34.7K +793 New
SPIA
141
Steward Partners Investment Advisory
New York
$23.4K – – –
T
142
Tidemark
California
$22.1K – – –
TAM
143
Tucker Asset Management
Colorado
$20.6K +$44 +1 +0.2%
KFI
144
Key Financial Inc
Pennsylvania
$15.5K – – –
AF
145
Allworth Financial
California
$14.7K – – –
CT
146
Caldwell Trust
Florida
$13.3K – – –
CAL
147
Capital Analysts LLC
Pennsylvania
$12K +$131 +3 +1%
PTC
148
Private Trust Company
Ohio
$11.6K – – –
TAM
149
Townsend Asset Management
North Carolina
$9.37K +$131 +3 +1%
CIAS
150
Capital Investment Advisory Services
North Carolina
$8.9K – – –
3 4 5
6
7

AGGY Hedge Fund Activity: Q3 2025 in Review

161 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2025, worth a combined $666M — down 4.4% from $697M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AGGY positions and 14 closed out — a net gain of 3 holders — while 71 added to existing stakes and 54 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $12.7M. The largest seller was Envestnet Asset Management, cutting an estimated $25.6M.

  • 161 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2025, down from 164 in Q2 2025.
  • Funds reported $666M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2025, down 4.4% quarter-over-quarter.
  • 17 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2025 and 14 closed out, a net change of +3 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2025 was Mercer Global Advisors, an estimated $12.7M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2025 was Envestnet Asset Management, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2025.