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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

63 hedge funds and large institutions have $187M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
23
Increased
17
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.02M
2
MAG
Mokosak Advisory Group
Iowa
+$3.42M
3
CCP
Cardan Capital Partners
Colorado
+$2.55M
4
ACP
Aveo Capital Partners
Colorado
+$1.97M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.61M

Top Sellers

1
Jane Street
Jane Street
New York
-$18.1M
2
UBS Group
UBS Group
Switzerland
-$12.9M
3
OA
Opes Advisors
California
-$6.25M
4
BFG
Barber Financial Group
Kansas
-$4.65M
5
Morgan Stanley
Morgan Stanley
New York
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPWM
26
Lake Point Wealth Management
Texas
$1.68M +$1.68M +34,861 New
OIA
27
OneDigital Investment Advisors
Kansas
$1.55M +$1.55M +32,040 New
IA
28
IFP Advisors
Florida
$1.44M -$142K -2,943 -9%
Creative Planning
29
Creative Planning
Kansas
$1.42M +$455K +9,433 +47%
CFA
30
Capstone Financial Advisors
Illinois
$1.34M +$1.34M +27,842 New
OA
31
Opes Advisors
California
$1.18M -$6.25M -129,581 -84%
RCA
32
Rowland Carmichael Advisors
Arizona
$1.12M +$1.12M +23,209 New
CA
33
Continuum Advisory
Idaho
$1.05M +$1.05M +21,716 New
RIA
34
Regal Investment Advisors
Michigan
$890K +$344K +7,141 +63%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$855K +$776K +16,093 +982%
PWPS
36
Pinnacle Wealth Planning Services
Ohio
$844K +$844K +17,498 New
AW
37
ACG Wealth
Georgia
$821K -$124K -2,562 -13%
1IA
38
1834 Investment Advisors
Wisconsin
$720K -$23.4K -485 -3%
AI
39
Atria Investments
North Carolina
$647K -$799K -16,573 -55%
William Blair & Company
40
William Blair & Company
Illinois
$620K +$620K +12,850 New
SFG
41
SNS Financial Group
Minnesota
$603K +$603K +12,508 New
IWS
42
Insight Wealth Strategies
California
$581K +$581K +12,049 New
MA
43
Mutual Advisors
Nebraska
$555K +$555K +11,518 New
WIA
44
Westbourne Investment Advisors
Maryland
$508K +$508K +10,526 New
LPL Financial
45
LPL Financial
California
$460K +$62.7K +1,302 +16%
CI
46
CX Institutional
Indiana
$418K +$31.9K +660 +8%
CAN
47
Claraphi Advisory Network
United States
$387K -$6.86K -142 -2%
5L
48
55I LLC
Massachusetts
$321K +$321K +6,661 New
Wells Fargo
49
Wells Fargo
California
$320K +$72.6K +1,503 +29%
SS
50
Simplicity Solutions
Minnesota
$260K +$260K +5,375 New
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