WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
147 hedge funds and large institutions have $657M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 12 closing their positions.
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
11% more funds holding
Funds holding: 133 → 147 (+14)
8% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 48
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more call options, than puts
Call options by funds: $43K | Put options by funds: $43K
2.72% less ownership
Funds ownership: 79.36% → 76.65% (-2.7%)
11% less capital invested
Capital invested by funds: $738M → $657M (-$80.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$16M |
| 2 |
Morgan Stanley
New York
|
+$7.79M |
| 3 |
SF
Symphony Financial
Houston,
Texas
|
+$5.34M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.66M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$67.9M |
| 2 |
LPL Financial
San Diego,
California
|
-$14M |
| 3 |
Jane Street
New York
|
-$10.2M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$5.85M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$88.2K | -2,018 | Closed |
|
|
VWM
152
Venturi Wealth Management
Austin,
Texas
| – | -$49.2K | -1,127 | Closed |
|
|
BAM
153
Belpointe Asset Management
Reno,
Nevada
| – | -$25.8K | -591 | Closed |
|
|
NFSG
154
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$17.3K | -395 | Closed |
|
|
AAS
155
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$13K | -298 | Closed |
|
156
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5.5K | -126 | Closed |
|
|
M1FG
157
Mach-1 Financial Group
Rogers,
Arkansas
| – | -$3.06M | -70 | Closed |
|
158
US Bancorp
Minneapolis,
Minnesota
| – | -$2.1K | -48 | Closed |
|
AGGY Hedge Fund Activity: Q2 2023 in Review
147 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2023, worth a combined $657M — down 11% from $738M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new AGGY positions and 12 closed out — a net gain of 16 holders — while 52 added to existing stakes and 48 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $16M. The largest seller was Bank of America, cutting an estimated $67.9M.
- 147 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2023, up from 133 in Q1 2023.
- Funds reported $657M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2023, down 11% quarter-over-quarter.
- 28 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2023 and 12 closed out, a net change of +16 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2023 was Old Mission Capital, an estimated $16M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2023 was Bank of America, an estimated $67.9M sold.
Based on aggregated 13F filings for Q2 2023.