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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

40 hedge funds and large institutions have $135M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
+14
Holders Change %
+53.85%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
17
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$7.45M
2
SFG
2
StrategIQ Financial Group
Indiana
$5.34M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.6M
4
WP
4
WealthPLAN Partners
Nebraska
$4.08M
5
UBS Group
5
UBS Group
Switzerland
$8.66M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$314K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$314K -$507K -9,998 -62%
LNC
27
Lincoln National Corp
Pennsylvania
$286K +$286K +5,642 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$279K +$279K +5,510 New
LPL Financial
29
LPL Financial
California
$253K +$253K +4,978 New
DWM
30
Darwin Wealth Management
Florida
$237K +$237K +4,672 New
CCA
31
Catalyst Capital Advisors
New York
$114K +$114K +2,250 New
FANJ
32
Financial Architects (New Jersey)
New Jersey
$112K – – –
IWM
33
IHT Wealth Management
Illinois
$89K +$89K +1,770 New
AG
34
Advisor Group
Arizona
$56K – – –
SWP
35
Stratos Wealth Partners
Ohio
$51K +$51K +1,000 New
FAAS
36
First Allied Advisory Services
California
$40K +$40K +783 New
SEI Investments
37
SEI Investments
Pennsylvania
$39K +$30.7K +612 +371%
Citigroup
38
Citigroup
New York
$15K – – –
SFSIG
39
San Francisco Sentry Investment Group
California
$4K – – –
NR
40
Newfound Research
Massachusetts
$1K +$74 +2 +8%
VF
41
Virtu Financial
New York
– -$1.79M -35,351 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
– -$1.48M -29,100 Closed
AWMG
43
Alliance Wealth Management Group
New Jersey
– -$784K -15,466 Closed
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
– -$28K -559 Closed
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