WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
21 hedge funds and large institutions have $64.6M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
1% more capital invested
Capital invested by funds: $64.2M → $64.6M (+$475K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
4.36% less ownership
Funds ownership: 56.26% → 51.9% (-4.4%)
5% less funds holding
Funds holding: 22 → 21 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.88M |
| 2 |
Morgan Stanley
New York
|
+$1.7M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$926K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$714K |
| 5 |
OA
Opes Advisors
Cupertino,
California
|
+$705K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.18M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.26M |
| 3 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$1.24M |
| 4 |
Jane Street
New York
|
-$1.18M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$1.03M |
AGGY Hedge Fund Activity: Q1 2017 in Review
21 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2017, worth a combined $64.6M — up 0.74% from $64.2M a quarter earlier.
Fund positioning in AGGY was balanced in Q1 2017: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $2.88M. The largest seller was LPL Financial, cutting an estimated $2.18M.
- 21 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2017, down from 22 in Q4 2016.
- Funds reported $64.6M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2017, up 0.74% quarter-over-quarter.
- 2 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2017 and 2 closed out, a net change of 0 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2017 was Bank of America, an estimated $2.88M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2017 was LPL Financial, an estimated $2.18M sold.
Based on aggregated 13F filings for Q1 2017.