WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
133 hedge funds and large institutions have $738M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 29 closing their positions.
12% more capital invested
Capital invested by funds: $656M → $738M (+$81.6M)
3.91% more ownership
Funds ownership: 75.46% → 79.36% (+3.9%)
8% less funds holding
Funds holding: 145 → 133 (-12)
15% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 55
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
31% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$73.3M |
| 2 |
Jane Street
New York
|
+$18M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$7.5M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.31M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
-$16.7M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$9.86M |
| 3 |
SI
SimpliFi Inc
San Diego,
California
|
-$6.95M |
| 4 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$6.64M |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$3.8M |
AGGY Hedge Fund Activity: Q1 2023 in Review
133 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2023, worth a combined $738M — up 12% from $656M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of AGGY and 20 opened new positions — a net loss of 9 holders — while 55 trimmed existing stakes and 47 added.
The largest buyer was Bank of America, adding an estimated $73.3M. The largest seller was Savant Capital, cutting an estimated $16.7M.
- 133 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2023, down from 145 in Q4 2022.
- Funds reported $738M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2023, up 12% quarter-over-quarter.
- 20 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2023 and 29 closed out, a net change of -9 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2023 was Bank of America, an estimated $73.3M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2023 was Savant Capital, an estimated $16.7M sold.
Based on aggregated 13F filings for Q1 2023.