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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

185 hedge funds and large institutions have $780M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

14% more funds holding

Funds holding: 162 → 185 (+23)

9% more capital invested

Capital invested by funds: $717M → $780M (+$62.4M)

3.82% more ownership

Funds ownership: 66.73% → 70.54% (+3.8%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.85%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
55
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$32.1M
2
Creative Planning
Creative Planning
Kansas
+$20.7M
3
SFA
Sequoia Financial Advisors
Ohio
+$10.3M
4
CFA
Capstone Financial Advisors
Illinois
+$7.7M
5
Jane Street
Jane Street
New York
+$6.68M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.8M
2
PAG
Private Advisor Group
New Jersey
-$8.96M
3
ACM
Ashford Capital Management
Delaware
-$7.17M
4
UBS Group
UBS Group
Switzerland
-$5.27M
5
Barclays
Barclays
United Kingdom
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
151
Newbridge Financial Services Group
Florida
$91K – – –
C
152
Covestor
United Kingdom
$89K +$88.7K +1,712 New
CFA
153
Carroll Financial Associates
North Carolina
$78K +$18.8K +363 +31%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$75K +$72.6K +1,400 +2,154%
PA
155
PSI Advisors
Florida
$71K -$212K -4,082 -75%
GEA
156
Glen Eagle Advisors
New Jersey
$65.5K – – –
MAM
157
Meeder Asset Management
Ohio
$56K -$172K -3,313 -75%
GWM
158
Geneos Wealth Management
Colorado
$46K – – –
SFM
159
Signet Financial Management
New Jersey
$37K +$37.3K +720 New
HI
160
Harbour Investments
Wisconsin
$35K -$32.5K -627 -48%
NFG
161
Next Financial Group
Texas
$27K -$207 -4 -0.8%
S
162
Surevest
California
$27K +$27K +520 New
TCWM
163
Total Clarity Wealth Management
Illinois
$26K – – –
RCM
164
Raleigh Capital Management
North Carolina
$24K +$16.2K +312 New
CWP
165
Concord Wealth Partners
Virginia
$20K +$20K +386 New
AF
166
Allworth Financial
California
$16K -$10.5K -203 -40%
CIAS
167
Capital Investment Advisory Services
North Carolina
$16K +$16.3K +314 New
DWP
168
Destiny Wealth Partners
Florida
$14K -$30K -578 -68%
HFS
169
Horizon Financial Services
North Carolina
$13.7K -$595K -11,475 -98%
SWM
170
Spire Wealth Management
Virginia
$12K +$2.07K +40 +21%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$11K -$63.7K -1,229 -85%
1IA
172
1834 Investment Advisors
Wisconsin
$6K – – –
EWM
173
EPG Wealth Management
Georgia
$6K – – –
MA
174
MUFG Americas
New York
$6K – – –
LPWM
175
Lake Point Wealth Management
Texas
$4K – – –
5 6
7
8 9

AGGY Hedge Fund Activity: Q4 2021 in Review

185 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2021, worth a combined $780M — up 8.7% from $717M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AGGY positions and 16 closed out — a net gain of 27 holders — while 55 added to existing stakes and 66 trimmed.

The largest buyer was RFG Advisory, adding an estimated $32.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $20.8M.

  • 185 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2021, up from 162 in Q3 2021.
  • Funds reported $780M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2021, up 8.7% quarter-over-quarter.
  • 43 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2021 and 16 closed out, a net change of +27 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2021 was RFG Advisory, an estimated $32.1M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2021.