We are live on ! Find out more
AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

185 hedge funds and large institutions have $780M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

14% more funds holding

Funds holding: 162 → 185 (+23)

9% more capital invested

Capital invested by funds: $717M → $780M (+$62.4M)

3.82% more ownership

Funds ownership: 66.73% → 70.54% (+3.8%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.85%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
55
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$32.1M
2
Creative Planning
Creative Planning
Kansas
+$20.7M
3
SFA
Sequoia Financial Advisors
Ohio
+$10.3M
4
CFA
Capstone Financial Advisors
Illinois
+$7.7M
5
Jane Street
Jane Street
New York
+$6.68M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.8M
2
PAG
Private Advisor Group
New Jersey
-$8.96M
3
ACM
Ashford Capital Management
Delaware
-$7.17M
4
UBS Group
UBS Group
Switzerland
-$5.27M
5
Barclays
Barclays
United Kingdom
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
176
Koshinski Asset Management
Illinois
$3.42K -$308K -5,950 -99%
SL
177
Savior LLC
Massachusetts
$3K – – –
US Bancorp
178
US Bancorp
Minnesota
$3K – – –
FHA
179
First Horizon Advisors
Tennessee
$3K +$52 +1 +1%
BlackRock
180
BlackRock
New York
$2K +$570 +11 +58%
EVM
181
Eaton Vance Management
Massachusetts
$1K – – –
LFG
182
Larson Financial Group
Missouri
$1K – – –
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$1K +$726 +14 New
FFG
184
Ford Financial Group
California
$5 +$5.03K +97 New
ACM
185
Ashford Capital Management
Delaware
– -$7.17M -138,191 Closed
Barclays
186
Barclays
United Kingdom
– -$3.55M -68,345 Closed
BCI
187
Brinker Capital Investments
Pennsylvania
– -$803K -15,471 Closed
AA
188
Advisory Alpha
Michigan
– -$517K -9,965 Closed
FTUS
189
Flow Traders U.S.
New York
– -$494K -9,508 Closed
PA
190
Procyon Advisors
Connecticut
– -$293K -5,639 Closed
IWS
191
Insight Wealth Strategies
California
– -$249K -4,793 Closed
WCFA
192
Walkner Condon Financial Advisors
Wisconsin
– -$219K -4,221 Closed
NRI
193
NFP Retirement Inc
California
– -$207K -3,984 Closed
OIA
194
OneDigital Investment Advisors
Kansas
– -$205K -3,944 Closed
BMD
195
Better Money Decisions
New Mexico
– -$65K -1,255 Closed
CFD
196
Creative Financial Designs
Indiana
– -$18K -350 Closed
RTL
197
Red Tortoise LLC
Georgia
– -$7K -158 Closed
HA
198
Herold Advisors
New York
– -$6K -125 Closed
CI
199
CX Institutional
Indiana
– -$2K -38 Closed
DAC
200
Dividend Assets Capital
South Carolina
– -$2K -29 Closed
5 6 7
8
9

AGGY Hedge Fund Activity: Q4 2021 in Review

185 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2021, worth a combined $780M — up 8.7% from $717M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AGGY positions and 16 closed out — a net gain of 27 holders — while 55 added to existing stakes and 66 trimmed.

The largest buyer was RFG Advisory, adding an estimated $32.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $20.8M.

  • 185 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2021, up from 162 in Q3 2021.
  • Funds reported $780M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2021, up 8.7% quarter-over-quarter.
  • 43 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2021 and 16 closed out, a net change of +27 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2021 was RFG Advisory, an estimated $32.1M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2021.