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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

176 hedge funds and large institutions have $748M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

6% more funds holding

Funds holding: 166 → 176 (+10)

0.63% less ownership

Funds ownership: 69.46% → 68.84% (-0.63%)

8% less capital invested

Capital invested by funds: $813M → $748M (-$65.2M)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
3.09%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.18%
New
24
Increased
73
Reduced
58
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
+$20.6M
2
RA
RFG Advisory
Alabama
+$12.7M
3
NRI
NFP Retirement Inc
California
+$5.96M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.45M
5
PWS
Private Wealth Strategies
Ohio
+$5.08M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$37.5M
2
AWM
AE Wealth Management
Kansas
-$17M
3
CCA
Clearwater Capital Advisors
Illinois
-$11.6M
4
ACM
Ashford Capital Management
Delaware
-$7.95M
5
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$7.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$67.2M +$2.07M +39,487 +3%
SI
2
SimpliFi Inc
California
$49.2M +$1.39M +26,507 +3%
MMA
3
Miracle Mile Advisors
California
$38.9M +$696K +13,278 +2%
PWMG
4
Prestige Wealth Management Group
New Jersey
$33.6M +$794K +15,151 +2%
RA
5
RFG Advisory
Alabama
$31.6M +$12.7M +241,553 +64%
AWM
6
AE Wealth Management
Kansas
$28M -$17M -325,143 -37%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$26.8M +$2.28M +43,456 +9%
PWS
8
Private Wealth Strategies
Ohio
$26.8M +$5.08M +96,955 +23%
Citadel Advisors
9
Citadel Advisors
Florida
$21.7M +$5.45M +103,963 +33%
HI
10
Horizon Investments
North Carolina
$20.1M +$20.6M +392,180 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$18.6M – – –
EH
12
Equitable Holdings
New York
$18.1M -$283K -5,397 -2%
Bank of America
13
Bank of America
North Carolina
$15.7M -$259K -4,937 -2%
SFA
14
Sequoia Financial Advisors
Ohio
$14.3M +$696K +13,279 +5%
Morgan Stanley
15
Morgan Stanley
New York
$13.7M -$378K -7,222 -3%
UBS Group
16
UBS Group
Switzerland
$13.5M +$1.35M +25,796 +11%
KW
17
KWB Wealth
California
$13.1M +$462K +8,809 +4%
HFS
18
Horizon Financial Services
North Carolina
$12.6M +$1.17M +22,288 +10%
Wells Fargo
19
Wells Fargo
California
$12.6M -$6.29M -119,963 -33%
PI
20
PFS Investments
Georgia
$12.1M +$1.18M +22,439 +10%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$12M +$290K +5,536 +2%
CCA
22
Clearwater Capital Advisors
Illinois
$10.1M -$11.6M -221,895 -53%
PAG
23
Private Advisor Group
New Jersey
$9.25M +$507K +9,667 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$8.51M -$2.41M -46,028 -22%
ACM
25
Ashford Capital Management
Delaware
$8.31M -$7.95M -151,706 -48%
1
2 3 4 5

AGGY Hedge Fund Activity: Q1 2021 in Review

176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2021, worth a combined $748M — down 8% from $813M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AGGY positions and 13 closed out — a net gain of 11 holders — while 73 added to existing stakes and 58 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $20.6M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $37.5M sold.

  • 176 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2021, up from 166 in Q4 2020.
  • Funds reported $748M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2021, down 8% quarter-over-quarter.
  • 24 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2021 and 13 closed out, a net change of +11 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2021 was Horizon Investments, an estimated $20.6M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2021 was Simplicity Solutions, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2021.