AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

48 hedge funds and large institutions have $192M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
13
Increased
22
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.86M
2
Jane Street
Jane Street
New York
+$8.45M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.91M
4
ACM
Ashford Capital Management
Delaware
+$2.63M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.1M

Top Sellers

1
EWF
Epstein & White Financial
California
-$6.69M
2
Bank of America
Bank of America
North Carolina
-$2.22M
3
BFG
Barber Financial Group
Kansas
-$1.47M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.06M
5
VF
Virtu Financial
New York
-$683K
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
26
Great Lakes Advisors
Illinois
$1.1M +$100K +2,071 +10%
Creative Planning
27
Creative Planning
Kansas
$994K +$53.9K +1,112 +6%
VF
28
Virtu Financial
New York
$866K -$683K -14,090 -44%
1IA
29
1834 Investment Advisors
Wisconsin
$809K -$56K -1,156 -6%
EWF
30
Epstein & White Financial
California
$768K -$6.69M -137,982 -90%
CAN
31
Claraphi Advisory Network
United States
$395K -$65.5K -1,352 -14%
LPL Financial
32
LPL Financial
California
$382K +$73K +1,507 +24%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$239K -$1.06M -21,917 -82%
CI
34
CX Institutional
Indiana
$227K +$227K +4,686 New
LNC
35
Lincoln National Corp
Pennsylvania
$214K +$214K +4,407 New
MGIA
36
Moneta Group Investment Advisors
Missouri
$203K +$203K +4,188 New
CCA
37
Catalyst Capital Advisors
New York
$90K – – –
PA
38
Perennial Advisors
New York
$74K +$74K +1,525 New
AG
39
Advisor Group
Arizona
$53K – – –
BWM
40
BerganKDV Wealth Management
Minnesota
$53K +$53K +1,087 New
CWA
41
Clarus Wealth Advisors
Arizona
$36K +$36K +735 New
SEI Investments
42
SEI Investments
Pennsylvania
$32K -$4.18K -85 -12%
AF
43
Advisornet Financial
Minnesota
$21K +$21K +441 New
Citigroup
44
Citigroup
New York
$14K – – –
CFD
45
Creative Financial Designs
Indiana
$12K +$12K +250 New
SFM
46
Signet Financial Management
New Jersey
$10K +$10K +209 New
WP
47
WealthShield Partners
North Carolina
$2K – – –
NR
48
Newfound Research
Massachusetts
$1K +$36 +1 +4%
FA
49
FDx Advisors
Illinois
– -$446K -9,046 Closed
AWMG
50
Alliance Wealth Management Group
New Jersey
– -$281K -5,700 Closed
1
2
3