WisdomTree Yield Enhanced US Aggregate Bond FundAGGY
AGGY
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
57% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 44
10% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 20
10% more capital invested
Capital invested by funds: $810M [Q2] → $888M (+$78.5M) [Q3]
1% more funds holding
Funds holding: 148 [Q2] → 150 (+2) [Q3]
0.55% more ownership
Funds ownership: 89.35% [Q2] → 89.89% (+0.55%) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 8 [Q2] → 8 (+0) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for AGGY.
Financial journalist opinion
Positive
ETF Trends
2 months ago
2 Bonds ETFs Right for the Times
The Federal Reserve's September interest rate cut and expectations of more to follow are renewing interest in bonds. But some advisors and investors may be concerned about the impact lower rates have on the income in fixed income.
Neutral
ETF Trends
2 months ago
Money in Motion: A Barbell for Rate Cuts
By Kevin Flanagan, Head of Fixed Income Strategy Key Takeaways Investors can use a barbell strategy aiming to balance short-term income opportunities and lock in yields with potential returns if long-term rate declines in an uncertain bond market. Shifting to a 60/40 blend of WisdomTree's Floating Rate Treasury Fund (USFR) and Yield Enhanced U.S.
Positive
ETF Trends
3 months ago
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.
Positive
ETF Trends
4 months ago
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.
Positive
ETF Trends
6 months ago
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.
Positive
ETF Trends
8 months ago
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.
Positive
ETF Trends
9 months ago
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.
Neutral
ETF Trends
11 months ago
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.
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