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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

152 hedge funds and large institutions have $770M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 51

17% more capital invested

Capital invested by funds: $657M → $770M (+$113M)

9.75% more ownership

Funds ownership: 76.65% → 86.39% (+9.7%)

3% more funds holding

Funds holding: 147 → 152 (+5)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
60
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$76.6M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$44.4M
3
UBS Group
UBS Group
Switzerland
+$18M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.66M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.64M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$22.8M
2
SC
Savant Capital
Illinois
-$8.61M
3
Jane Street
Jane Street
New York
-$6.63M
4
LPL Financial
LPL Financial
California
-$6.45M
5
Citadel Advisors
Citadel Advisors
Florida
-$5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$187M +$76.6M +1,801,007 +67%
LPL Financial
2
LPL Financial
California
$55.8M -$6.45M -151,696 -10%
SC
3
Savant Capital
Illinois
$47.6M -$8.61M -202,531 -15%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$46.8M +$1.98M +46,642 +4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$43.4M +$44.4M +1,045,335 New
SI
6
SimpliFi Inc
California
$35.8M +$546K +12,834 +2%
AWM
7
AE Wealth Management
Kansas
$31M +$810K +19,067 +3%
UBS Group
8
UBS Group
Switzerland
$29.4M +$18M +423,488 +149%
TC
9
Trilogy Capital
California
$25.1M -$937K -22,048 -4%
PWMG
10
Prestige Wealth Management Group
New Jersey
$23.6M +$2.04M +47,963 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$22.9M +$6.64M +156,233 +40%
EH
12
Equitable Holdings
New York
$21.4M +$1.75M +41,129 +9%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$17.3M +$7.66M +180,217 +76%
PAG
14
Private Advisor Group
New Jersey
$17.2M +$579K +13,615 +3%
Morgan Stanley
15
Morgan Stanley
New York
$16.4M +$675K +15,881 +4%
FFA
16
First Foundation Advisors
California
$10.8M +$4.65M +109,406 +73%
Jane Street
17
Jane Street
New York
$9.61M -$6.63M -156,006 -40%
SF
18
Symphony Financial
Texas
$8.1M +$3.12M +73,468 +60%
SFA
19
Sequoia Financial Advisors
Ohio
$7.2M -$324K -7,626 -4%
RJA
20
Raymond James & Associates
Florida
$6.38M +$2.07M +48,673 +46%
FGAM
21
Financial Gravity Asset Management
Texas
$6.32M +$91.8K +2,160 +1,800%
KIA
22
KLR Investment Advisors
Rhode Island
$4.93M -$162K -3,807 -3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.45M +$257K +6,037 +6%
RA
24
RFG Advisory
Alabama
$4.33M +$1.07M +25,129 +32%
MML Investors Services
25
MML Investors Services
Massachusetts
$4.19M +$377K +8,872 +10%
1
2 3 4 5

AGGY Hedge Fund Activity: Q3 2023 in Review

152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2023, worth a combined $770M — up 17% from $657M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AGGY positions and 14 closed out — a net gain of 6 holders — while 60 added to existing stakes and 51 trimmed.

The largest buyer was Bank of America, adding an estimated $76.6M. The largest seller was Old Mission Capital, cutting an estimated $22.8M.

  • 152 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2023, up from 147 in Q2 2023.
  • Funds reported $770M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2023, up 17% quarter-over-quarter.
  • 20 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2023 and 14 closed out, a net change of +6 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2023 was Bank of America, an estimated $76.6M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2023 was Old Mission Capital, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2023.