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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

161 hedge funds and large institutions have $666M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

4% less capital invested

Capital invested by funds: $697M → $666M (-$30.9M)

2% less funds holding

Funds holding: 164 → 161 (-3)

6.55% less ownership

Funds ownership: 88.76% → 82.21% (-6.5%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
17
Increased
71
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$12.7M
2
Bank of America
Bank of America
North Carolina
+$1.81M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.57M
4
KPWS
Kestra Private Wealth Services
Texas
+$1.54M
5
UBS Group
UBS Group
Switzerland
+$1.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.6M
2
SI
SimpliFi Inc
California
-$19.2M
3
VAS
Vestmark Advisory Solutions
Massachusetts
-$3.88M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.24M
5
BFG
Beacon Financial Group
Texas
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$98.4M +$1.81M +41,426 +2%
LPL Financial
2
LPL Financial
California
$55.6M +$1.4M +31,863 +3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$53.8M +$1.57M +35,958 +3%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$51.4M +$12.7M +290,513 +33%
HighTower Advisors
5
HighTower Advisors
Illinois
$36.1M -$1.95M -44,531 -5%
PWMG
6
Prestige Wealth Management Group
New Jersey
$28.1M +$287K +6,556 +1%
SC
7
Savant Capital
Illinois
$27.2M -$805K -18,386 -3%
UBS Group
8
UBS Group
Switzerland
$22.5M +$1.49M +34,005 +7%
PAG
9
Private Advisor Group
New Jersey
$17.5M +$43.4K +991 +0.3%
FFA
10
First Foundation Advisors
California
$14.8M -$457K -10,427 -3%
Ameriprise
11
Ameriprise
Minnesota
$12.3M +$150K +3,421 +1%
AI
12
Atria Investments
North Carolina
$12.2M +$1.08M +24,638 +10%
HBS
13
Howard Bailey Securities
Indiana
$10.7M +$1.37M +31,305 +15%
CFG
14
Citizens Financial Group
Rhode Island
$10.6M +$198K +4,522 +2%
Raymond James Financial
15
Raymond James Financial
Florida
$10.5M -$935K -21,363 -8%
Morgan Stanley
16
Morgan Stanley
New York
$10.4M +$644K +14,699 +7%
GWM
17
GSB Wealth Management
Connecticut
$10M +$688K +15,710 +7%
SAM
18
Smartleaf Asset Management
Massachusetts
$9.99M +$366K +8,351 +4%
KPWS
19
Kestra Private Wealth Services
Texas
$9.02M +$1.54M +35,252 +21%
IA
20
Insight Advisors
Pennsylvania
$8.81M +$38K +869 +0.4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$7.56M +$770K +17,578 +11%
WA
22
Waverly Advisors
Alabama
$7.29M +$893K +20,386 +14%
DFP
23
Defined Financial Planning
California
$6.73M +$616K +14,066 +10%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$6.22M -$3.88M -88,611 -39%
RA
25
RFG Advisory
Alabama
$6.06M +$166K +3,785 +3%
1
2 3 4 5

AGGY Hedge Fund Activity: Q3 2025 in Review

161 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2025, worth a combined $666M — down 4.4% from $697M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AGGY positions and 14 closed out — a net gain of 3 holders — while 71 added to existing stakes and 54 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $12.7M. The largest seller was Envestnet Asset Management, cutting an estimated $25.6M.

  • 161 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2025, down from 164 in Q2 2025.
  • Funds reported $666M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2025, down 4.4% quarter-over-quarter.
  • 17 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2025 and 14 closed out, a net change of +3 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2025 was Mercer Global Advisors, an estimated $12.7M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2025 was Envestnet Asset Management, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2025.