Who Owns AGGY?
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund — Institutional Ownership & 13F Holdings
$43.59
-0.01 (-0.02%)
Market Cap
$903.2M
Shares Outstanding
20,112,922
Institutional Holders
165
Total Inst. Value
$601.8M
% of Float Held
—
QoQ Holder Change
+65
Institutional data as of Q1 2025
New Positions
56
Closed Positions
19
Increased
42
Decreased
57
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $123.6M | 2,845,965 |
| 2 | Trilogy Capital Inc. | $40.9M | 942,193 |
| 3 | HighTower Advisors, LLC | $37.4M | 861,980 |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $36.5M | 839,833 |
| 5 | Savant Capital, LLC | $28.9M | 664,965 |
| 6 | Prestige Wealth Management Group LLC | $28.4M | 653,516 |
| 7 | Private Advisor Group, LLC | $21.5M | 495,594 |
| 8 | JPMORGAN CHASE & CO | $19.3M | 443,261 |
| 9 | SimpliFi, Inc.New | $19.0M | 437,346 |
| 10 | UBS Group AG | $17.7M | 408,084 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Trilogy Capital Inc. | +21K | $40.9M |
| HighTower Advisors, LLC | +99K | $37.4M |
| Prestige Wealth Management Group LLC | +49K | $28.4M |
| JPMORGAN CHASE & CO | +44K | $19.3M |
| SimpliFi, Inc.New | +437K | $19.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| UBS Group AG | -534K | $17.7M |
| ENVESTNET ASSET MANAGEMENT INC | -427K | $29K |
| MERCER GLOBAL ADVISORS INC /ADV | -251K | $36.5M |
| FIRST FOUNDATION ADVISORS | -109K | $15.6M |
| LPL Financial LLC | -71K | $54K |
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Frequently Asked Questions
How many institutional investors hold AGGY?
As of Q1 2025, 165 institutional investors report holding AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) in their 13F filings.
Which hedge fund owns the most AGGY?
The largest institutional holder of AGGY is BANK OF AMERICA CORP /DE/ with $123.6M in shares.
Are institutions buying or selling AGGY?
This quarter, 56 institutions opened new positions in AGGY and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.