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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

169 hedge funds and large institutions have $692M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more funds holding

Funds holding: 161 → 169 (+8)

2.75% more ownership

Funds ownership: 82.21% → 84.96% (+2.8%)

4% more capital invested

Capital invested by funds: $666M → $692M (+$26.4M)

Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
2.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
23
Increased
72
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.78M
2
WIM
WealthPlan Investment Management
Nebraska
+$7.83M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.71M
4
MFG
Merit Financial Group
Georgia
+$5.86M
5
Mariner
Mariner
Kansas
+$5.78M

Top Sellers

1
HBS
Howard Bailey Securities
Indiana
-$9.63M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.29M
3
WA
Waverly Advisors
Alabama
-$6.82M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4.7M
5
Jane Street
Jane Street
New York
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
151
Allworth Financial
California
$14.6K – – –
GT
152
Glenmede Trust
Pennsylvania
$14.1K +$14.1K +319 New
CT
153
Caldwell Trust
Florida
$13.2K – – –
CAL
154
Capital Analysts LLC
Pennsylvania
$13K +$133 +3 +1%
PTC
155
Private Trust Company
Ohio
$10.2K -$1.37K -31 -12%
TAM
156
Townsend Asset Management
North Carolina
$9.43K +$89 +2 +0.9%
CIAS
157
Capital Investment Advisory Services
North Carolina
$8.85K – – –
FHC
158
First Horizon Corporation
Tennessee
$8.81K – – –
ECA
159
Elevated Capital Advisors
Utah
$7.44K +$7.49K +169 New
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$7.14K +$89 +2 +1%
CAM
161
Costello Asset Management
Pennsylvania
$5.99K +$44 +1 +0.7%
NB
162
NBT Bank
New York
$4.41K +$1.95K +44 New
Fidelity Investments
163
Fidelity Investments
Massachusetts
$4.24K -$443 -10 -9%
LAS
164
Lloyd Advisory Services
Georgia
$2K +$1.99K +45 New
SS
165
Sunbelt Securities
Texas
$1.41K – – –
SA
166
Strategic Advocates
Utah
$1.15K – – –
SAS
167
Spurstone Advisory Services
Connecticut
$440 – – –
EWA
168
EverSource Wealth Advisors
Alabama
$132 – – –
Jane Street
169
Jane Street
New York
– -$3.54M -79,875 Closed
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
– -$685K -15,468 Closed
OP
171
ORG Partners
Indiana
– -$409K -9,230 Closed
SAS
172
SMI Advisory Services
Indiana
– -$312K -7,041 Closed
PA
173
PSI Advisors
Florida
– -$263K -5,935 Closed
SIA
174
Soltis Investment Advisors
Utah
– -$226K -5,103 Closed
SWM
175
Schwallier Wealth Management
Michigan
– -$211K -4,755 Closed
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