WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
158 hedge funds and large institutions have $838M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
12% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 52
9% more capital invested
Capital invested by funds: $770M → $838M (+$67.8M)
4.32% more ownership
Funds ownership: 86.39% → 90.72% (+4.3%)
4% more funds holding
Funds holding: 152 → 158 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.19M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.14M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.13M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$5.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$35.5M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$12.3M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
-$11.9M |
| 4 |
Jane Street
New York
|
-$7.17M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
BNP Paribas Financial Markets
Paris,
France
| – | -$623 | -15 | Closed |
|
|
AWA
177
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$249 | -6 | Closed |
|
AGGY Hedge Fund Activity: Q4 2023 in Review
158 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2023, worth a combined $838M — up 8.8% from $770M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new AGGY positions and 20 closed out — a net gain of 7 holders — while 58 added to existing stakes and 52 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18.9M. The largest seller was Bank of America, cutting an estimated $35.5M.
- 158 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2023, up from 152 in Q3 2023.
- Funds reported $838M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2023, up 8.8% quarter-over-quarter.
- 27 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2023 and 20 closed out, a net change of +7 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2023 was Morgan Stanley, an estimated $18.9M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2023 was Bank of America, an estimated $35.5M sold.
Based on aggregated 13F filings for Q4 2023.