WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
171 hedge funds and large institutions have $781M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 71 reducing their positions, and 15 closing their positions.
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
5% more funds holding
Funds holding: 163 → 171 (+8)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1.74% less ownership
Funds ownership: 91.18% → 89.44% (-1.7%)
8% less capital invested
Capital invested by funds: $853M → $781M (-$72.4M)
15% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.39M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$4.29M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$3.96M |
| 4 |
NS
NBC Securities
Birmingham,
Alabama
|
+$3.43M |
| 5 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$23M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.4M |
| 3 |
SI
SimpliFi Inc
San Diego,
California
|
-$18.3M |
| 4 |
SF
Symphony Financial
Houston,
Texas
|
-$17.4M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$10.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAW
176
Signal Advisors Wealth
Detroit,
Michigan
| – | -$294K | -6,843 | Closed |
|
|
MFG
177
Merit Financial Group
Alpharetta,
Georgia
| – | -$253K | -5,894 | Closed |
|
|
VWM
178
Venturi Wealth Management
Austin,
Texas
| – | -$227K | -5,285 | Closed |
|
|
MWM
179
Maripau Wealth Management
Fort Wayne,
Indiana
| – | -$202K | -4,701 | Closed |
|
|
AWM
180
Avior Wealth Management
Omaha,
Nebraska
| – | -$112K | -2,601 | Closed |
|
|
VHAM
181
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$57.9K | -1,349 | Closed |
|
|
FWM
182
FLP Wealth Management
Bentonville,
Arkansas
| – | -$47.1K | -1,098 | Closed |
|
|
CFGS
183
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$43.9K | -1,022 | Closed |
|
184
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$3.31K | -77 | Closed |
|
|
PMFA
185
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$3.13K | -73 | Closed |
|
|
HFS
186
Hantz Financial Services
Southfield,
Michigan
| – | +$43 | +1 | +13% |
|
AGGY Hedge Fund Activity: Q1 2025 in Review
171 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2025, worth a combined $781M — down 8.5% from $853M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new AGGY positions and 15 closed out — a net gain of 10 holders — while 60 added to existing stakes and 71 trimmed.
The largest buyer was Ameriprise, adding an estimated $5.39M. The largest seller was UBS Group, cutting an estimated $23M.
- 171 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2025, up from 163 in Q4 2024.
- Funds reported $781M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2025, down 8.5% quarter-over-quarter.
- 25 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2025 and 15 closed out, a net change of +10 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2025 was Ameriprise, an estimated $5.39M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2025 was UBS Group, an estimated $23M sold.
Based on aggregated 13F filings for Q1 2025.