WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
162 hedge funds and large institutions have $717M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 22 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 54
0% less capital invested
Capital invested by funds: $719M → $717M (-$1.58M)
0.65% less ownership
Funds ownership: 67.37% → 66.73% (-0.65%)
5% less funds holding
Funds holding: 171 → 162 (-9)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
27% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$11.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$9.73M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$9.64M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$5.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$10.8M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$8.3M |
| 3 |
Jane Street
New York
|
-$6.31M |
| 4 |
HFS
Horizon Financial Services
Winston Salem,
North Carolina
|
-$3.85M |
| 5 |
T
TRUADVICE
Sarasota,
Florida
|
-$2.95M |
AGGY Hedge Fund Activity: Q3 2021 in Review
162 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2021, worth a combined $717M — down 0.22% from $719M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of AGGY and 16 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 65 added.
The largest buyer was Mercer Global Advisors, adding an estimated $11.6M. The largest seller was Sequoia Financial Advisors, cutting an estimated $10.8M.
- 162 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2021, down from 171 in Q2 2021.
- Funds reported $717M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2021, down 0.22% quarter-over-quarter.
- 16 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2021 and 22 closed out, a net change of -6 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2021 was Mercer Global Advisors, an estimated $11.6M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2021 was Sequoia Financial Advisors, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2021.