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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

45 hedge funds and large institutions have $162M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

21% more capital invested

Capital invested by funds: $135M → $162M (+$27.8M)

13% more funds holding

Funds holding: 40 → 45 (+5)

5.19% less ownership

Funds ownership: 47.43% → 42.24% (-5.2%)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
8
Increased
22
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LFGH
Lee Financial Group Hawaii
Hawaii
+$7.79M
2
UBS Group
UBS Group
Switzerland
+$6.95M
3
RA
RFG Advisory
Alabama
+$6.77M
4
ACM
Ashford Capital Management
Delaware
+$5.51M
5
BCI
Brinker Capital Investments
Pennsylvania
+$3.59M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.11M
2
Morgan Stanley
Morgan Stanley
New York
-$2.51M
3
EWF
Epstein & White Financial
California
-$2.08M
4
BFG
Barber Financial Group
Kansas
-$1.24M
5
Citadel Advisors
Citadel Advisors
Florida
-$314K
Name Holding Trade Value Shares
Change 		Change in
Stake
DP
26
Denver PWM
Colorado
$721K +$239K +4,829 +48%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$505K +$31.2K +630 +7%
CAN
28
Claraphi Advisory Network
United States
$469K -$30.9K -623 -6%
DWM
29
Darwin Wealth Management
Florida
$456K +$227K +4,581 +98%
FA
30
FDx Advisors
Illinois
$446K +$8.38K +169 +2%
LPL Financial
31
LPL Financial
California
$314K +$69.3K +1,397 +28%
AWMG
32
Alliance Wealth Management Group
New Jersey
$281K +$283K +5,700 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$279K +$7.69K +155 +3%
HWP
34
Hefty Wealth Partners
Indiana
$112K +$112K +2,262 New
CCA
35
Catalyst Capital Advisors
New York
$91K -$19.8K -400 -18%
IWM
36
IHT Wealth Management
Illinois
$87K – – –
AG
37
Advisor Group
Arizona
$54K – – –
SWP
38
Stratos Wealth Partners
Ohio
$49K – – –
SEI Investments
39
SEI Investments
Pennsylvania
$36K -$2.03K -41 -5%
PWM
40
Perigon Wealth Management
California
$22K +$21.8K +440 New
FANJ
41
Financial Architects (New Jersey)
New Jersey
$15K -$93.7K -1,890 -86%
Citigroup
42
Citigroup
New York
$14K – – –
SFSIG
43
San Francisco Sentry Investment Group
California
$3K – – –
WP
44
WealthShield Partners
North Carolina
$2K +$2.43K +49 New
NR
45
Newfound Research
Massachusetts
$1K – – –
Citadel Advisors
46
Citadel Advisors
Florida
– -$314K -6,198 Closed
LNC
47
Lincoln National Corp
Pennsylvania
– -$286K -5,642 Closed
FAAS
48
First Allied Advisory Services
California
– -$40K -783 Closed
1
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AGGY Hedge Fund Activity: Q1 2018 in Review

45 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2018, worth a combined $162M — up 21% from $135M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AGGY positions and 3 closed out — a net gain of 5 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was Lee Financial Group Hawaii, opening a new position worth an estimated $7.79M. The largest seller was Jane Street, cutting an estimated $5.11M.

  • 45 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2018, up from 40 in Q4 2017.
  • Funds reported $162M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2018, up 21% quarter-over-quarter.
  • 8 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2018 and 3 closed out, a net change of +5 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2018 was Lee Financial Group Hawaii, an estimated $7.79M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2018 was Jane Street, an estimated $5.11M sold.

Based on aggregated 13F filings for Q1 2018.