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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

166 hedge funds and large institutions have $813M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

29% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 51

13% more funds holding

Funds holding: 147 → 166 (+19)

1.96% less ownership

Funds ownership: 71.42% → 69.46% (-2%)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

15% less capital invested

Capital invested by funds: $957M → $813M (-$144M)

Holders
166
Holders Change
+19
Holders Change %
+12.93%
% of All Funds
2.94%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
33
Increased
66
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$17.1M
2
AWM
AE Wealth Management
Kansas
+$15.6M
3
SI
SimpliFi Inc
California
+$13.3M
4
LPL Financial
LPL Financial
California
+$9.68M
5
PAG
Private Advisor Group
New Jersey
+$7.04M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$71.3M
2
PI
PFS Investments
Georgia
-$41.2M
3
Jane Street
Jane Street
New York
-$36.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.5M
5
LFGH
Lee Financial Group Hawaii
Hawaii
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
151
Flagship Private Wealth
Massachusetts
$28.3K +$28.5K +532 New
NFG
152
Next Financial Group
Texas
$27K -$155K -2,892 -85%
CAAS
153
Capital Asset Advisory Services
Michigan
$24K +$24.1K +449 New
DAC
154
Dividend Assets Capital
South Carolina
$15K +$14.8K +276 New
CIAS
155
CBIZ Investment Advisory Services
Ohio
$14K – – –
Fidelity Investments
156
Fidelity Investments
Massachusetts
$14K +$9.76K +182 +246%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$11K +$11.3K +210 New
FGAM
158
Financial Gravity Asset Management
Texas
$9K +$8.9K +166 New
3LCM
159
3D/L Capital Management
Connecticut
$9K +$8.57M +159,833 New
MA
160
MUFG Americas
New York
$6K – – –
SIAG
161
Safeguard Investment Advisory Group
California
$6K +$6.38K +119 New
FHA
162
First Horizon Advisors
Tennessee
$3K -$13.6K -254 -78%
SL
163
Savior LLC
Massachusetts
$3K – – –
SPIA
164
Steward Partners Investment Advisory
New York
$2K – – –
CRI
165
Colonial River Investments
Virginia
$1.64K +$1.66M +30,995 New
BlackRock
166
BlackRock
New York
$1K – – –
LFG
167
Larson Financial Group
Missouri
$1K – – –
HI
168
Horizon Investments
North Carolina
– -$71.3M -1,326,975 Closed
AF
169
Advisornet Financial
Minnesota
– -$1.41M -26,237 Closed
MFG
170
Merit Financial Group
Georgia
– -$1.03M -19,214 Closed
Stifel Financial
171
Stifel Financial
Missouri
– -$631K -11,728 Closed
PAS
172
Park Avenue Securities
New York
– -$263K -4,883 Closed
DADC
173
D.A. Davidson & Co
Montana
– -$236K -4,380 Closed
JWCA
174
J.W. Cole Advisors
Florida
– -$211K -3,923 Closed
CF
175
Centaurus Financial
California
– -$109K -2,020 Closed
4 5 6
7
8

AGGY Hedge Fund Activity: Q4 2020 in Review

166 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2020, worth a combined $813M — down 15% from $957M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AGGY positions and 12 closed out — a net gain of 21 holders — while 66 added to existing stakes and 51 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $17.1M. The largest seller was Horizon Investments, exiting entirely with an estimated $71.3M sold.

  • 166 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2020, up from 147 in Q3 2020.
  • Funds reported $813M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2020, down 15% quarter-over-quarter.
  • 33 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2020 and 12 closed out, a net change of +21 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2020 was Citadel Advisors, an estimated $17.1M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2020 was Horizon Investments, an estimated $71.3M sold.

Based on aggregated 13F filings for Q4 2020.