WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
164 hedge funds and large institutions have $697M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 18 closing their positions.
0.69% less ownership
Funds ownership: 89.44% → 88.76% (-0.69%)
4% less funds holding
Funds holding: 171 → 164 (-7)
11% less capital invested
Capital invested by funds: $781M → $697M (-$83.9M)
12% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 69
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
+$10.1M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$5.92M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.84M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.69M |
| 5 |
Jane Street
New York
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$35.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$28.6M |
| 3 |
JP Morgan Chase
New York
|
-$12M |
| 4 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
-$11.1M |
| 5 |
Morgan Stanley
New York
|
-$6.84M |
AGGY Hedge Fund Activity: Q2 2025 in Review
164 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2025, worth a combined $697M — down 11% from $781M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of AGGY and 11 opened new positions — a net loss of 7 holders — while 69 trimmed existing stakes and 61 added.
The largest buyer was Citizens Financial Group, opening a new position worth an estimated $10.1M. The largest seller was Trilogy Capital, cutting an estimated $35.7M.
- 164 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2025, down from 171 in Q1 2025.
- Funds reported $697M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2025, down 11% quarter-over-quarter.
- 11 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2025 and 18 closed out, a net change of -7 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2025 was Citizens Financial Group, an estimated $10.1M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2025 was Trilogy Capital, an estimated $35.7M sold.
Based on aggregated 13F filings for Q2 2025.