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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

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

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $162M → $192M (+$29.1M)

7% more funds holding

Funds holding: 45 → 48 (+3)

3.71% more ownership

Funds ownership: 42.24% → 45.95% (+3.7%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

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

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.9M
2
Jane Street
Jane Street
New York
+$8.48M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.92M
4
ACM
Ashford Capital Management
Delaware
+$2.65M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
EWF
Epstein & White Financial
California
-$6.71M
2
Bank of America
Bank of America
North Carolina
-$2.23M
3
BFG
Barber Financial Group
Kansas
-$1.48M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.07M
5
VF
Virtu Financial
New York
-$686K
Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
26
Great Lakes Advisors
Illinois
$1.1M +$101K +2,071 +10%
Creative Planning
27
Creative Planning
Kansas
$994K +$54.1K +1,112 +6%
VF
28
Virtu Financial
New York
$866K -$686K -14,090 -44%
1IA
29
1834 Investment Advisors
Wisconsin
$809K -$56.3K -1,156 -6%
EWF
30
Epstein & White Financial
California
$768K -$6.71M -137,982 -90%
CAN
31
Claraphi Advisory Network
United States
$395K -$65.8K -1,352 -14%
LPL Financial
32
LPL Financial
California
$382K +$73.3K +1,507 +24%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$239K -$1.07M -21,917 -82%
CI
34
CX Institutional
Indiana
$227K +$228K +4,686 New
LNC
35
Lincoln National Corp
Pennsylvania
$214K +$214K +4,407 New
MGIA
36
Moneta Group Investment Advisors
Missouri
$203K +$204K +4,188 New
CCA
37
Catalyst Capital Advisors
New York
$90K – – –
PA
38
Perennial Advisors
New York
$74K +$74.2K +1,525 New
AG
39
Advisor Group
Arizona
$53K – – –
BWM
40
BerganKDV Wealth Management
Minnesota
$53K +$52.9K +1,087 New
CWA
41
Clarus Wealth Advisors
Arizona
$36K +$35.8K +735 New
SEI Investments
42
SEI Investments
Pennsylvania
$32K -$4.14K -85 -12%
AF
43
Advisornet Financial
Minnesota
$21K +$21.5K +441 New
Citigroup
44
Citigroup
New York
$14K – – –
CFD
45
Creative Financial Designs
Indiana
$12K +$12.2K +250 New
SFM
46
Signet Financial Management
New Jersey
$10K +$10.2K +209 New
WP
47
WealthShield Partners
North Carolina
$2K – – –
NR
48
Newfound Research
Massachusetts
$1K +$49 +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

AGGY Hedge Fund Activity: Q2 2018 in Review

48 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2018, worth a combined $192M — up 18% from $162M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AGGY positions and 8 closed out — a net gain of 5 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $8.9M. The largest seller was Epstein & White Financial, cutting an estimated $6.71M.

  • 48 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2018, up from 45 in Q1 2018.
  • Funds reported $192M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2018, up 18% quarter-over-quarter.
  • 13 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2018 and 8 closed out, a net change of +5 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2018 was Susquehanna International Group, an estimated $8.9M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2018 was Epstein & White Financial, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2018.