WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
158 hedge funds and large institutions have $813M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 21 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
33% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 21
6% more capital invested
Capital invested by funds: $764M → $813M (+$49.2M)
4% more funds holding
Funds holding: 152 → 158 (+6)
2.3% more ownership
Funds ownership: 86.39% → 88.69% (+2.3%)
10% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.19M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.14M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.13M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$5.84M |
| 5 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$35.5M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$12.3M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
-$11.9M |
| 4 |
Jane Street
New York
|
-$7.17M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.88M |
AGGY Hedge Fund Activity: Q4 2023 in Review
158 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2023, worth a combined $813M — up 6.4% from $764M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new AGGY positions and 21 closed out — a net gain of 7 holders — while 57 added to existing stakes and 52 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $7.19M. The largest seller was Bank of America, cutting an estimated $35.5M.
- 158 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2023, up from 152 in Q3 2023.
- Funds reported $813M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2023, up 6.4% quarter-over-quarter.
- 28 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2023 and 21 closed out, a net change of +7 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2023 was Envestnet Asset Management, an estimated $7.19M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2023 was Bank of America, an estimated $35.5M sold.
Based on aggregated 13F filings for Q4 2023.