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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

176 hedge funds and large institutions have $748M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

6% more funds holding

Funds holding: 166 → 176 (+10)

0.63% less ownership

Funds ownership: 69.46% → 68.84% (-0.63%)

8% less capital invested

Capital invested by funds: $813M → $748M (-$65.2M)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
3.09%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.18%
New
24
Increased
73
Reduced
58
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$20.6M
2
RA
RFG Advisory
Alabama
+$12.7M
3
NRI
NFP Retirement Inc
California
+$5.96M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.45M
5
PWS
Private Wealth Strategies
Ohio
+$5.08M

Top Sellers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
-$37.5M
2
AWM
AE Wealth Management
Kansas
-$17M
3
CCA
Clearwater Capital Advisors
Illinois
-$11.6M
4
ACM
Ashford Capital Management
Delaware
-$7.95M
5
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$7.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
151
Destiny Wealth Partners
Florida
$63K -$5.24M -99,990 -99%
PO
152
Private Ocean
California
$53K +$157 +3 +0.3%
GWM
153
Geneos Wealth Management
Colorado
$46K – – –
Citigroup
154
Citigroup
New York
$42K – – –
LAS
155
Lloyd Advisory Services
Georgia
$40K -$17.8K -339 -30%
EVM
156
Eaton Vance Management
Massachusetts
$38K +$38.9K +742 New
FPW
157
Flagship Private Wealth
Massachusetts
$27.3K – – –
NFG
158
Next Financial Group
Texas
$27K +$1.31K +25 +5%
TCWM
159
Total Clarity Wealth Management
Illinois
$26K +$26.2K +500 New
CFD
160
Creative Financial Designs
Indiana
$23K -$24.6K -469 -51%
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
$19K -$200K -3,821 -91%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$18K +$18K +343 New
DAC
163
Dividend Assets Capital
South Carolina
$14K – – –
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$11K – – –
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11.7K +223 New
MA
166
MUFG Americas
New York
$6K – – –
PA
167
Parallel Advisors
California
$5K -$79.6K -1,519 -95%
GI
168
Gradient Investments
Minnesota
$5K +$4.66K +89 New
SCA
169
Stonebridge Capital Advisors
Minnesota
$5K +$5.08K +97 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$3K -$10.5K -200 -78%
FHA
171
First Horizon Advisors
Tennessee
$3K – – –
SL
172
Savior LLC
Massachusetts
$3K – – –
US Bancorp
173
US Bancorp
Minnesota
$2K +$2.52K +48 New
SPIA
174
Steward Partners Investment Advisory
New York
$1.54K – – –
BlackRock
175
BlackRock
New York
$1K – – –
4 5 6
7
8

AGGY Hedge Fund Activity: Q1 2021 in Review

176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2021, worth a combined $748M — down 8% from $813M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AGGY positions and 13 closed out — a net gain of 11 holders — while 73 added to existing stakes and 58 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $20.6M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $37.5M sold.

  • 176 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2021, up from 166 in Q4 2020.
  • Funds reported $748M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2021, down 8% quarter-over-quarter.
  • 24 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2021 and 13 closed out, a net change of +11 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2021 was Horizon Investments, an estimated $20.6M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2021 was Simplicity Solutions, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2021.