WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
163 hedge funds and large institutions have $853M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 44 reducing their positions, and 13 closing their positions.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
75% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 44
7% more funds holding
Funds holding: 153 → 163 (+10)
1.24% more ownership
Funds ownership: 89.95% → 91.18% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
4% less capital invested
Capital invested by funds: $889M → $853M (-$35.8M)
90% less call options, than puts
Call options by funds: $39K | Put options by funds: $399K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.29M |
| 2 |
JP Morgan Chase
New York
|
+$6.02M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.33M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$3.44M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$52.9M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$3.62M |
| 3 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
-$3.51M |
| 4 |
Jane Street
New York
|
-$3.46M |
| 5 |
NS
NBC Securities
Birmingham,
Alabama
|
-$2.35M |
AGGY Hedge Fund Activity: Q4 2024 in Review
163 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2024, worth a combined $853M — down 4% from $889M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new AGGY positions and 13 closed out — a net gain of 14 holders — while 77 added to existing stakes and 44 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.29M. The largest seller was Bank of America, cutting an estimated $52.9M.
- 163 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2024, up from 153 in Q3 2024.
- Funds reported $853M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2024, down 4% quarter-over-quarter.
- 27 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2024 and 13 closed out, a net change of +14 holders.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2024 was LPL Financial, an estimated $6.29M added.
- The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2024 was Bank of America, an estimated $52.9M sold.
Based on aggregated 13F filings for Q4 2024.