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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
AGGY
163 hedge funds and large institutions have $739M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 88 increasing their positions, 42 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
110% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 42
7% more capital invested
Capital invested by funds: $692M → $739M (+$46.8M)
1.15% less ownership
Funds ownership: 84.96% → 83.81% (-1.2%)
4% less funds holding
Funds holding: 169 → 163 (-6)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
163
Holders Change
-6
Holders Change %
-3.55%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
15
Increased
88
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$29.8M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$11.8M |
| 3 |
Jane Street
New York
|
+$3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.84M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$2.61M |
Top Sellers
| 1 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$7.99M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$3.64M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$2.79M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.36M |
| 5 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$2.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$19K | -431 | Closed |
|
|
CAL
177
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$13K | -284 | Closed |
|
|
SS
178
Sunbelt Securities
Houston,
Texas
| – | -$1.41K | -32 | Closed |
|
|
SA
179
Strategic Advocates
Logan,
Utah
| – | -$1.15K | -26 | Closed |
|