WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
AGGY
140 hedge funds and large institutions have $658M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
71% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 28
Holders
140
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$6.07M | |
| 2 | +$6M | |
| 3 | +$5.79M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.96M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.78M |
Top Sellers
| 1 | -$23.2M | |
| 2 | -$20.5M | |
| 3 | -$13.4M | |
| 4 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$12.7M |
| 5 |
AWS
AJ Wealth Strategies
New York
|
-$10.6M |