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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
AGGY
169 hedge funds and large institutions have $692M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
47% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 49
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5% more funds holding
Funds holding: 161 → 169 (+8)
2.75% more ownership
Funds ownership: 82.21% → 84.96% (+2.8%)
4% more capital invested
Capital invested by funds: $666M → $692M (+$26.4M)
Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
2.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
23
Increased
72
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$9.78M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$7.83M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.71M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$5.86M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$5.78M |
Top Sellers
| 1 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
-$9.63M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.29M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$6.82M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$4.7M |
| 5 |
Jane Street
New York
|
-$3.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
176
Sovran Advisors
San Diego,
California
| – | -$200K | -4,513 | Closed |
|
177
US Bancorp
Minneapolis,
Minnesota
| – | -$49.3K | -1,114 | Closed |
|
|
PMFA
178
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$35.1K | -793 | Closed |
|
|
ASN
179
Advisory Services Network
Atlanta,
Georgia
| – | -$8.41K | -190 | Closed |
|
|
MAFA
180
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| – | -$7.22K | -163 | Closed |
|