WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
AGGY • ARCA
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund is an exchange-traded fund on ARCA. As of Q3 2025, 147 institutional investors hold shares in this ETF, with total holdings valued at $597.2M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $98.4M.
Overview
Overview of institutional ownership in AGGY as of Q3 2025
All Institutions
- Institutions
- 147
- Value Held
- $597.2M
- Shares Held
- 13.5M
- Avg Position
- $4.1M
- Median Position
- $574.4K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.3M
- Shares Held
- 30.3K
- Avg Position
- $1.3M
- Median Position
- $1.3M
Biggest Investors
Institutions with the largest positions in AGGY as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $98.4M 0.01% of portfolio |
L LPL Financial LLC Institution | $55.6M 0.02% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $51.4M 0.09% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $36.1M 0.04% of portfolio |
P Prestige Wealth Management Group LLC RIA/Wealth | $28.1M 5.42% of portfolio |
 Savant Capital, LLC RIA/Wealth | $27.1M 0.14% of portfolio |
 UBS Group AG Institution | $22.5M 0.00% of portfolio |
 Private Advisor Group, LLC RIA/Wealth | $17.5M 0.09% of portfolio |
 FIRST FOUNDATION ADVISORS RIA/Wealth | $14.8M 0.55% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $12.3M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AGGY in Q3 2025
- Traded
- −$34.8M
- Buyers
- 81
- Sellers
- 64
- Total Bought
- +$40.5M
- Total Sold
- −$75.3M
- Avg Position
- $3.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$12.9M +290.5K shares |
 NBC SECURITIES, INC. RIA/Wealth | +$3.7M +3.1K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$3.0M +4.5K shares |
BANK OF AMERICA CORP /DE/ Institution | +$1.8M +41.4K shares |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | +$1.6M +35.3K shares |
UBS Group AG Institution | +$1.5M +34.0K shares |
L LPL Financial LLC Institution | +$1.4M +31.9K shares |
 WELLS FARGO & COMPANY/MN Institution | +$1.2M +28.0K shares |
A ATRIA INVESTMENTS LLC Institution | +$1.1M +24.6K shares |
 Summit Financial, LLC RIA/Wealth | +$970.0K +21.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$25.9M −584.3K shares |
 SimpliFi, Inc. RIA/Wealth | −$19.2M −439.7K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | −$3.9M −88.6K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$3.3M −74.0K shares |
 BEACON FINANCIAL GROUP RIA/Wealth | −$2.8M −63.0K shares |
 Armis Advisers, LLC RIA/Wealth | −$2.3M −53.3K shares |
 JPMORGAN CHASE & CO Institution | −$2.2M −50.4K shares |
 Trilogy Capital Inc. RIA/Wealth | −$2.0M −45.3K shares |
HighTower Advisors, LLC RIA/Wealth | −$2.0M −44.5K shares |
 Eqis Capital Management, Inc. RIA/Wealth | −$1.5M −33.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AGGY in Q3 2025
- New Positions
- 10
- New Value
- $8.8M
- Exited Positions
- 15
- Exited Value
- $24.1M
New Positions
| Institution | Position Value |
|---|---|
NBC SECURITIES, INC. RIA/Wealth | $3.7M 84.6K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $3.0M 68.1K shares |
Summit Financial, LLC RIA/Wealth | $970.0K 21.9K shares |
 VICTORY FINANCIAL GROUP, LLC RIA/Wealth | $268.9K 6.1K shares |
S SWMG, LLC Institution | $268.6K 6.0K shares |
 Gallagher Fiduciary Advisors, LLC Pension/Endowment | $254.7K 5.8K shares |
 Soltis Investment Advisors LLC RIA/Wealth | $225.9K 5.1K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $47.0K 1.1K shares |
 FIRST HORIZON NATIONAL CORP RIA/Wealth | $8.9K 200.0 shares |
 Strategic Advocates LLC RIA/Wealth | $1.2K 26.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SimpliFi, Inc. RIA/Wealth | $19.2M 439.7K shares |
Armis Advisers, LLC RIA/Wealth | $2.3M 53.3K shares |
P | $508.3K 11.7K shares |
 LEUTHOLD WEEDEN CAPITAL MANAGEMENT Long Only Manager | $477.0K 10.9K shares |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | $354.1K 8.1K shares |
 GOLDMAN SACHS GROUP INC Institution | $351.8K 8.1K shares |
 Walkner Condon Financial Advisors LLC RIA/Wealth | $338.1K 7.7K shares |
 TOUNJIAN ADVISORY PARTNERS, LLC Family Office | $243.0K 5.6K shares |
 Transce3nd, LLC RIA/Wealth | $183.1K 4.2K shares |
 Opal Wealth Advisors, LLC RIA/Wealth | $123.0K 2.8K shares |
Options Activity
Institutions with the largest Call and Put options positions in AGGY as of Q3 2025
- Call Positions
- 1
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AGGY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
D Defined Financial Planning LLC RIA/Wealth | 5.71% $6.7M |
P Prestige Wealth Management Group LLC RIA/Wealth | 5.42% $28.1M |
 HOWARD BAILEY SECURITIES, LLC RIA/Wealth | 3.12% $7.5M |
 Oxinas Partners Wealth Management LLC RIA/Wealth | 2.43% $4.5M |
G GSB Wealth Management, LLC RIA/Wealth | 2.28% $10.0M |
A AMERICAN FINANCIAL & TAX STRATEGIES INC RIA/Wealth | 1.39% $2.8M |
I Insight Advisors, LLC/ PA RIA/Wealth | 1.37% $8.8M |
Eqis Capital Management, Inc. RIA/Wealth | 0.87% $3.3M |
 Sharper & Granite LLC RIA/Wealth | 0.77% $2.2M |
 Smartleaf Asset Management LLC Long Only Manager | 0.62% $10.0M |
Hedge Fund Spotlight
Discover hedge funds investing in AGGY
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
- Market Value
- $1.3M
- Shares Held
- 30.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
