AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

168 hedge funds and large institutions have $778M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
58
Reduced
71
Closed
15
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
+$886K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.42M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.31M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$3.98M
4
NS
NBC Securities
Alabama
+$3.45M
5
PWMG
Prestige Wealth Management Group
New Jersey
+$2.13M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$23.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.5M
3
SI
SimpliFi Inc
California
-$18.4M
4
SF
Symphony Financial
Texas
-$17.4M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$14.3K -$29.5K -683 -67%
WSFS
152
Wilmington Savings Fund Society
Delaware
$13.9K +$13.9K +320 New
TC
153
Truvestments Capital
Florida
$13.6K – – –
CAL
154
Capital Analysts LLC
Pennsylvania
$12K +$131 +3 +1%
PTC
155
Private Trust Company
Ohio
$11.4K -$869 -20 -7%
EWP
156
Elevation Wealth Partners
California
$11.1K – – –
TAM
157
Townsend Asset Management
North Carolina
$8.99K -$5.47K -126 -38%
CIAS
158
Capital Investment Advisory Services
North Carolina
$8.73K – – –
AF
159
Advisornet Financial
Minnesota
$8.73K +$8.73K +201 New
FHA
160
First Horizon Advisors
Tennessee
$8.69K +$8.69K +200 New
EWA
161
EverSource Wealth Advisors
Alabama
$8.64K +$8.64K +199 New
CAM
162
Costello Asset Management
Pennsylvania
$6.53K +$6.53K +150 New
KFI
163
Key Financial Inc
Pennsylvania
$5.95K – – –
SIS
164
Sound Income Strategies
Florida
$5.86K – – –
IHWM
165
Iron Horse Wealth Management
Iowa
$1.69K +$1.69K +39 New
CA
166
Continuum Advisory
Idaho
$869 – – –
SAS
167
Spurstone Advisory Services
Connecticut
$434 +$434 +10 New
SF
168
Symphony Financial
Texas
– -$17.4M -403,739 Closed
IAA
169
Independent Advisor Alliance
North Carolina
– -$3.38M -78,660 Closed
GM
170
GeoWealth Management
Illinois
– -$867K -20,196 Closed
FIA
171
Foundations Investment Advisors
Arizona
– -$622K -14,503 Closed
OC
172
Optima Capital
Oregon
– -$411K -9,567 Closed
SAW
173
Signal Advisors Wealth
Michigan
– -$294K -6,843 Closed
MFG
174
Merit Financial Group
Georgia
– -$253K -5,894 Closed
VWM
175
Venturi Wealth Management
Texas
– -$227K -5,285 Closed
4 5 6
7
8