WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
174 hedge funds and large institutions have $774M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 26 closing their positions.
3.97% more ownership
Funds ownership: 70.54% → 74.52% (+4%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1% less capital invested
Capital invested by funds: $780M → $774M (-$5.53M)
6% less funds holding
Funds holding: 185 → 174 (-11)
17% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 77
23% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$46.2M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$16.2M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$12.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.54M |
| 5 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
+$8.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$9.49M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$9.18M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.51M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$6.03M |
| 5 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$5.13M |
AGGY Hedge Fund Activity: Q1 2022 in Review
174 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2022, worth a combined $774M — down 0.71% from $780M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of AGGY and 20 opened new positions — a net loss of 6 holders — while 77 trimmed existing stakes and 64 added.
The largest buyer was Trilogy Capital, adding an estimated $46.2M. The largest seller was Prestige Wealth Management Group, cutting an estimated $9.49M.
- 174 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2022, down from 185 in Q4 2021.
- Funds reported $774M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2022, down 0.71% quarter-over-quarter.
- 20 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2022 and 26 closed out, a net change of -6 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2022 was Trilogy Capital, an estimated $46.2M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2022 was Prestige Wealth Management Group, an estimated $9.49M sold.
Based on aggregated 13F filings for Q1 2022.