WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

$44.78

0.07%

Market Cap: $954M

0

Funds holding %

of 6,686 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 8 [Q1] → 8 (+0) [Q2]

2.09% less ownership

Funds ownership: 89.81% [Q1] → 87.72% (-2.09%) [Q2]

3% less funds holding

Funds holding: 151 [Q1] → 147 (-4) [Q2]

10% less capital invested

Capital invested by funds: $881M [Q1] → $795M (-$85.6M) [Q2]

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

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Research analyst outlook

We haven’t received any recent analyst ratings for AGGY.

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Financial journalist opinion

AGGY Alluring, Appropriate Right Now

While interest rate cut expectations have seemingly been all over the map this year, there's emerging consensus that clarity will soon avail itself if/when the Federal Reserve lowers interest rates in September. Thus, there's also emerging sentiment that now is the appropriate time for investors to consider revisiting bonds or increasing established fixed income exposure.

AGGY Alluring, Appropriate Right Now

Assessing AGGY as Duration Could Be Back In Style

Data is indicating inflation and the U.S. economy are cooling. So speculation is intensifying that September will bring with it a much awaited interest rate cut by the Federal Reserve.

Assessing AGGY as Duration Could Be Back In Style

Build Your Core (Portfolio) the Right Way—Part 2

By Behnood Noei, CFA Director, Fixed Income Key Takeaways The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) outperformed the Bloomberg U.S. Aggregate Bond Index (Agg). AGGY has a higher duration than the Agg, which can benefit the strategy in environments where rates don't go materially higher from the current levels.

Build Your Core (Portfolio) the Right Way—Part 2

Back the Barbell With Floating Rate Notes

Higher-for-longer appears to be the path the Federal Reserve will pursue over the near term. So advisors and investors may want to consider some tried-and-true methods regarding accessing the bond market.

Back the Barbell With Floating Rate Notes

A Better Way to Consider Aggregate Bond Exposure

The Bloomberg U.S. Aggregate Bond Index is one of the most widely observed fixed income gauges in the world. And it serves as the benchmark for a variety of exchange traded funds and index funds.

A Better Way to Consider Aggregate Bond Exposure

And the Award Goes to

By Behnood Noei, CFA Associate Director, Fixed Income and Rick Harper Chief Investment Officer, Fixed Income and Model Portfolios As many readers of this piece would likely agree, returning from year-end holidays and preparing for another year of market volatility, monetary/fiscal/geopolitical challenges and the added bonus of U.S. presidential elections requires significant mental preparation.

And the Award Goes to

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