WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
AGGY
175 hedge funds and large institutions have $747M 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, 57 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
8% less capital invested
Capital invested by funds: $812M → $747M (-$65.1M)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
Holders
175
Holding in Top 10
10
Calls
–
Puts
–
Top Buyers
| 1 | +$20.1M | |
| 2 | +$12.4M | |
| 3 | +$5.82M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$5.32M |
| 5 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$4.96M |
Top Sellers
| 1 | -$37.5M | |
| 2 | -$16.6M | |
| 3 | -$11.4M | |
| 4 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$7.77M |
| 5 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$7.75M |