WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
151 hedge funds and large institutions have $798M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 17 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 51
0.15% more ownership
Funds ownership: 87.89% → 88.04% (+0.15%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
6% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 17
3% less funds holding
Funds holding: 156 → 151 (-5)
7% less capital invested
Capital invested by funds: $862M → $798M (-$63.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.79M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.7M |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$2.12M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$45.8M |
| 2 |
Morgan Stanley
New York
|
-$8.02M |
| 3 |
Jane Street
New York
|
-$7.07M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$6.76M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.76M |
AGGY Hedge Fund Activity: Q2 2024 in Review
151 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2024, worth a combined $798M — down 7.4% from $862M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of AGGY and 16 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 66 added.
The largest buyer was Mercer Global Advisors, adding an estimated $4.79M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $45.8M.
- 151 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2024, down from 156 in Q1 2024.
- Funds reported $798M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2024, down 7.4% quarter-over-quarter.
- 16 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2024 and 17 closed out, a net change of -1 holder.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2024 was Mercer Global Advisors, an estimated $4.79M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $45.8M sold.
Based on aggregated 13F filings for Q2 2024.