WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
153 hedge funds and large institutions have $889M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 43 reducing their positions, and 17 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 43
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
11% more capital invested
Capital invested by funds: $798M → $889M (+$90.8M)
1.9% more ownership
Funds ownership: 88.04% → 89.95% (+1.9%)
1% more funds holding
Funds holding: 151 → 153 (+2)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$6.89M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$5.68M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.6M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.46M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$5.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$7.92M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$3.01M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.41M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.55M |
| 5 |
MLA
My Legacy Advisors
Bend,
Oregon
|
-$1.46M |
AGGY Hedge Fund Activity: Q3 2024 in Review
153 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2024, worth a combined $889M — up 11% from $798M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new AGGY positions and 17 closed out — a net gain of 4 holders — while 73 added to existing stakes and 43 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $6.89M. The largest seller was AE Wealth Management, cutting an estimated $7.92M.
- 153 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2024, up from 151 in Q2 2024.
- Funds reported $889M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2024, up 11% quarter-over-quarter.
- 21 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2024 and 17 closed out, a net change of +4 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2024 was JP Morgan Chase, an estimated $6.89M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2024 was AE Wealth Management, an estimated $7.92M sold.
Based on aggregated 13F filings for Q3 2024.