WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
AGGY
168 hedge funds and large institutions have $778M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
58
Reduced
71
Closed
15
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
+$886K
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$23.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.5M |
| 3 |
SI
SimpliFi Inc
San Diego,
California
|
-$18.4M |
| 4 |
SF
Symphony Financial
Houston,
Texas
|
-$17.4M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$10.9M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
MWM
176
Maripau Wealth Management
Fort Wayne,
Indiana
| – | -$202K | -4,701 | Closed |
|
|
AWM
177
Avior Wealth Management
Omaha,
Nebraska
| – | -$112K | -2,601 | Closed |
|
|
VHAM
178
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$57.9K | -1,349 | Closed |
|
|
FWM
179
FLP Wealth Management
Bentonville,
Arkansas
| – | -$47.1K | -1,098 | Closed |
|
|
CFGS
180
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$43.9K | -1,022 | Closed |
|
181
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$3.31K | -77 | Closed |
|
|
PMFA
182
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$3.13K | -73 | Closed |
|