We are live on ! Find out more
AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund

171 hedge funds and large institutions have $719M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 61

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% less capital invested

Capital invested by funds: $748M → $719M (-$28.9M)

1.46% less ownership

Funds ownership: 68.84%67.37% (-1.5%)

3% less funds holding

Funds holding: 176171 (-5)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
171
Holders Change
-5
Holders Change %
-2.84%
% of All Funds
2.98%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
16
Increased
69
Reduced
61
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$67.3M -$1.21M -23,271 -2%
RA
2
RFG Advisory
Alabama
$42.1M +$9.81M +189,328 +31%
AWM
3
AE Wealth Management
Kansas
$35.6M +$7.04M +135,858 +25%
PWMG
4
Prestige Wealth Management Group
New Jersey
$34.3M +$59.7K +1,152 +0.2%
MMA
5
Miracle Mile Advisors
California
$32.1M -$7.54M -145,579 -19%
CCP
6
Cardan Capital Partners
Colorado
$30.2M +$29.9M +577,764 New
PWS
7
Private Wealth Strategies
Ohio
$28.4M +$1.16M +22,419 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$26.2M -$1.09M -21,035 -4%
HI
9
Horizon Investments
North Carolina
$22.1M +$1.68M +32,498 +8%
EH
10
Equitable Holdings
New York
$18.7M +$241K +4,647 +1%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$18.6M
Bank of America
12
Bank of America
North Carolina
$17M +$991K +19,126 +6%
SFA
13
Sequoia Financial Advisors
Ohio
$15M +$483K +9,321 +3%
UBS Group
14
UBS Group
Switzerland
$14.7M +$904K +17,446 +7%
Wells Fargo
15
Wells Fargo
California
$14.4M +$1.54M +29,765 +12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13.2M +$929K +17,936 +8%
PI
17
PFS Investments
Georgia
$13.1M +$602K +11,615 +5%
KW
18
KWB Wealth
California
$13M -$104K -2,002 -0.8%
JFS
19
JD Financial Services
Pennsylvania
$12.5M +$8.59M +165,754 +222%
PAG
20
Private Advisor Group
New Jersey
$12.1M +$2.62M +50,551 +28%
Morgan Stanley
21
Morgan Stanley
New York
$11.5M -$2.44M -47,137 -18%
CCA
22
Clearwater Capital Advisors
Illinois
$9.21M -$1.04M -20,089 -10%
OMC
23
Old Mission Capital
Illinois
$8.56M +$2.54M +48,952 +43%
LFPWM
24
Leicht Financial Planning & Wealth Management
New Jersey
$8.19M +$1.16M +22,471 +17%
SWP
25
Stratos Wealth Partners
Ohio
$8.19M +$1.17M +22,493 +17%

AGGY Hedge Fund Activity: Q2 2021 in Review

171 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2021, worth a combined $719M — down 3.9% from $748M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AGGY and 16 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 69 added.

The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $29.9M. The largest seller was SimpliFi Inc, exiting entirely with an estimated $49.2M sold.

  • 171 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2021, down from 176 in Q1 2021.
  • Funds reported $719M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2021, down 3.9% quarter-over-quarter.
  • 16 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2021 and 20 closed out, a net change of -4 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2021 was Cardan Capital Partners, an estimated $29.9M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2021 was SimpliFi Inc, an estimated $49.2M sold.

Based on aggregated 13F filings for Q2 2021.