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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

55 hedge funds and large institutions have $189M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

15% more funds holding

Funds holding: 48 → 55 (+7)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.47% less ownership

Funds ownership: 45.95% → 45.48% (-0.47%)

1% less capital invested

Capital invested by funds: $192M → $189M (-$2.53M)

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
18
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$8.43M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.06M
3
ACM
Ashford Capital Management
Delaware
+$6.94M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$5.4M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
-$9.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.86M
3
AI
Atria Investments
North Carolina
-$6.74M
4
RA
RFG Advisory
Alabama
-$3.27M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Arete Wealth Advisors
Illinois
$892K -$291K -5,990 -25%
1IA
27
1834 Investment Advisors
Wisconsin
$745K -$62.3K -1,282 -8%
RIA
28
Regal Investment Advisors
Michigan
$547K +$550K +11,317 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$475K +$238K +4,889 +99%
HFA
30
Huber Financial Advisors
Illinois
$409K +$411K +8,454 New
LPL Financial
31
LPL Financial
California
$399K +$17.7K +365 +5%
CAN
32
Claraphi Advisory Network
United States
$395K – – –
CI
33
CX Institutional
Indiana
$387K +$161K +3,314 +71%
FIA
34
Foundations Investment Advisors
Arizona
$374K -$9.39M -193,167 -96%
EWF
35
Epstein & White Financial
California
$248K -$520K -10,698 -67%
Wells Fargo
36
Wells Fargo
California
$248K +$249K +5,123 New
TSS
37
Two Sigma Securities
New York
$217K +$218K +4,488 New
AWM
38
AE Wealth Management
Kansas
$215K +$216K +4,437 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$170K +$170K +3,498 New
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$79K +$79.7K +1,639 New
PA
41
Perennial Advisors
New York
$74K – – –
CFG
42
Citizens Financial Group
Rhode Island
$55K +$55.1K +1,133 New
BWM
43
BerganKDV Wealth Management
Minnesota
$53K – – –
SWP
44
Stratos Wealth Partners
Ohio
$48K +$48.6K +1,000 New
AG
45
Advisor Group
Arizona
$34K -$19.4K -400 -36%
Citigroup
46
Citigroup
New York
$16K +$2.33K +48 +17%
CFD
47
Creative Financial Designs
Indiana
$12K – – –
AF
48
Advisornet Financial
Minnesota
$10K -$11.6K -239 -54%
SFM
49
Signet Financial Management
New Jersey
$10K – – –
APP
50
Avantax Planning Partners
Iowa
$6K +$6.17K +127 New
1
2
3

AGGY Hedge Fund Activity: Q3 2018 in Review

55 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2018, worth a combined $189M — down 1.3% from $192M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AGGY positions and 8 closed out — a net gain of 7 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, adding an estimated $8.43M. The largest seller was Foundations Investment Advisors, cutting an estimated $9.39M.

  • 55 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2018, up from 48 in Q2 2018.
  • Funds reported $189M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2018, down 1.3% quarter-over-quarter.
  • 15 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2018 and 8 closed out, a net change of +7 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2018 was Jane Street, an estimated $8.43M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2018 was Foundations Investment Advisors, an estimated $9.39M sold.

Based on aggregated 13F filings for Q3 2018.