WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
161 hedge funds and large institutions have $767M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 67 reducing their positions, and 32 closing their positions.
1.79% more ownership
Funds ownership: 74.52% → 76.31% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1% less capital invested
Capital invested by funds: $774M → $767M (-$7.02M)
7% less funds holding
Funds holding: 174 → 161 (-13)
25% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 32
31% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
AJ Wealth Strategies
New York
|
+$81.3M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$34.9M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$13.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$13.1M |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$6.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$21.7M |
| 2 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
-$14.3M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$13.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.08M |
| 5 |
NWM
NEIRG Wealth Management
North Andover,
Massachusetts
|
-$8.64M |
AGGY Hedge Fund Activity: Q2 2022 in Review
161 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2022, worth a combined $767M — down 0.91% from $774M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of AGGY and 24 opened new positions — a net loss of 8 holders — while 67 trimmed existing stakes and 46 added.
The largest buyer was AJ Wealth Strategies, adding an estimated $81.3M. The largest seller was Horizon Investments, exiting entirely with an estimated $21.7M sold.
- 161 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2022, down from 174 in Q1 2022.
- Funds reported $767M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2022, down 0.91% quarter-over-quarter.
- 24 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2022 and 32 closed out, a net change of -8 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2022 was AJ Wealth Strategies, an estimated $81.3M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2022 was Horizon Investments, an estimated $21.7M sold.
Based on aggregated 13F filings for Q2 2022.