WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
140 hedge funds and large institutions have $658M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 28 closing their positions.
2% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 56
1.86% less ownership
Funds ownership: 76.31% → 74.45% (-1.9%)
13% less funds holding
Funds holding: 161 → 140 (-21)
14% less capital invested
Capital invested by funds: $767M → $658M (-$109M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
71% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.42M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.34M |
| 3 |
EH
Equitable Holdings
New York
|
+$6.13M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.24M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$23.2M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$22.1M |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$13.4M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$13.4M |
| 5 |
AWS
AJ Wealth Strategies
New York
|
-$11.2M |
AGGY Hedge Fund Activity: Q3 2022 in Review
140 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2022, worth a combined $658M — down 14% from $767M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of AGGY and 8 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 55 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $6.42M. The largest seller was Private Wealth Strategies, exiting entirely with an estimated $23.2M sold.
- 140 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2022, down from 161 in Q2 2022.
- Funds reported $658M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2022, down 14% quarter-over-quarter.
- 8 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2022 and 28 closed out, a net change of -20 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2022 was Carson Wealth (CWM LLC), an estimated $6.42M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2022 was Private Wealth Strategies, an estimated $23.2M sold.
Based on aggregated 13F filings for Q3 2022.