WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
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.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
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
Holders
174
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$44.8M | |
| 2 | +$15.7M | |
| 3 | +$12.3M | |
| 4 |
LPL Financial
San Diego,
California
|
+$9.24M |
| 5 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
+$8.21M |
Top Sellers
| 1 | -$9.19M | |
| 2 | -$8.89M | |
| 3 | -$6.51M | |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$5.84M |
| 5 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$4.97M |