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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

160 hedge funds and large institutions have $695M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-8
Holders Change %
-4.76%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
59
Reduced
69
Closed
18
Calls
$598K
Puts
–
Net Calls
+$598K
Net Calls Change
+$72K

Top Buyers

1
CFG
Citizens Financial Group
Rhode Island
$10.2M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$10M
3
UBS Group
UBS Group
Switzerland
$20.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.9M
5
Jane Street
Jane Street
New York
$4.91M

Top Sellers

1
TC
Trilogy Capital
California
$4.92M
2
Bank of America
Bank of America
North Carolina
$95.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.14M
4
IWP
Invenio Wealth Partners
Florida
$0
5
Morgan Stanley
Morgan Stanley
New York
$9.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$95.2M -$29M -664,320 -23%
LPL Financial
2
LPL Financial
California
$53.4M -$509K -11,663 -0.9%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$51.5M -$108K -2,481 -0.2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$38M +$1.32M +30,253 +4%
HighTower Advisors
5
HighTower Advisors
Illinois
$37.5M -$73.3K -1,679 -0.2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$28.6M -$556K -12,750 -2%
SC
7
Savant Capital
Illinois
$27.7M -$1.33M -30,380 -5%
PWMG
8
Prestige Wealth Management Group
New Jersey
$27.4M -$1.11M -25,498 -4%
UBS Group
9
UBS Group
Switzerland
$20.7M +$2.87M +65,885 +16%
SI
10
SimpliFi Inc
California
$19.2M +$101K +2,313 +0.5%
PAG
11
Private Advisor Group
New Jersey
$17.2M -$4.4M -100,876 -20%
FFA
12
First Foundation Advisors
California
$15M -$643K -14,742 -4%
Ameriprise
13
Ameriprise
Minnesota
$12M -$245K -5,626 -2%
Raymond James Financial
14
Raymond James Financial
Florida
$11.3M +$1.64M +37,482 +17%
AI
15
Atria Investments
North Carolina
$10.9M -$659K -15,106 -6%
CFG
16
Citizens Financial Group
Rhode Island
$10.2M +$10.2M +234,249 New
VAS
17
Vestmark Advisory Solutions
Massachusetts
$10M +$6M +137,430 +150%
Morgan Stanley
18
Morgan Stanley
New York
$9.65M -$6.93M -158,851 -42%
SAM
19
Smartleaf Asset Management
Massachusetts
$9.46M +$321K +7,398 +4%
GWM
20
GSB Wealth Management
Connecticut
$9.2M +$178K +4,075 +2%
IA
21
Insight Advisors
Pennsylvania
$8.64M -$414K -9,490 -5%
KPWS
22
Kestra Private Wealth Services
Texas
$7.36M +$1.24M +28,438 +20%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$7.14M -$12.2M -279,591 -63%
HBS
24
Howard Bailey Securities
Indiana
$6.81M -$43K -985 -0.6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.69M +$608K +13,924 +10%
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