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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

168 hedge funds and large institutions have $778M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
58
Reduced
71
Closed
15
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
+$886K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.42M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.31M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$3.98M
4
NS
NBC Securities
Alabama
+$3.45M
5
PWMG
Prestige Wealth Management Group
New Jersey
+$2.13M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$23.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.5M
3
SI
SimpliFi Inc
California
-$18.4M
4
SF
Symphony Financial
Texas
-$17.4M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$124M -$1.1M -25,396 -0.9%
LPL Financial
2
LPL Financial
California
$53.7M -$3.07M -70,783 -5%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$51.4M +$152K +3,494 +0.3%
TC
4
Trilogy Capital
California
$40.9M +$920K +21,187 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$37.4M +$4.31M +99,329 +13%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$36.5M -$10.9M -250,649 -23%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$29M -$18.5M -427,025 -39%
SC
8
Savant Capital
Illinois
$28.9M -$2.25M -51,838 -7%
PWMG
9
Prestige Wealth Management Group
New Jersey
$28.4M +$2.13M +49,059 +8%
PAG
10
Private Advisor Group
New Jersey
$21.5M -$1.68M -38,577 -7%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$19.3M +$1.91M +44,034 +11%
SI
12
SimpliFi Inc
California
$19M -$18.4M -423,468 -49%
UBS Group
13
UBS Group
Switzerland
$17.7M -$23.2M -533,544 -57%
Morgan Stanley
14
Morgan Stanley
New York
$16.5M +$864K +19,902 +6%
FFA
15
First Foundation Advisors
California
$15.6M -$4.72M -108,578 -23%
Ameriprise
16
Ameriprise
Minnesota
$12.2M +$5.42M +124,874 +80%
AI
17
Atria Investments
North Carolina
$11.5M -$469K -10,798 -4%
IWP
18
Invenio Wealth Partners
Florida
$11.1M -$45.5K -1,047 -0.4%
Raymond James Financial
19
Raymond James Financial
Florida
$9.61M -$14K -323 -0.1%
SAM
20
Smartleaf Asset Management
Massachusetts
$9.11M -$27K -624 -0.3%
IA
21
Insight Advisors
Pennsylvania
$9.02M +$668K +15,387 +8%
GWM
22
GSB Wealth Management
Connecticut
$8.98M +$24.2K +558 +0.3%
DFP
23
Defined Financial Planning
California
$7M +$608K +13,963 +10%
HBS
24
Howard Bailey Securities
Indiana
$6.82M +$506K +11,654 +8%
KPWS
25
Kestra Private Wealth Services
Texas
$6.09M +$681K +15,687 +13%
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