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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

74 hedge funds and large institutions have $354M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

89% more capital invested

Capital invested by funds: $187M → $354M (+$167M)

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

17% more funds holding

Funds holding: 63 → 74 (+11)

15.26% more ownership

Funds ownership: 50.35% → 65.61% (+15%)

Holders
74
Holders Change
+11
Holders Change %
+17.46%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
20
Increased
33
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$47.5M
2
PI
PFS Investments
Georgia
+$31.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$17.4M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$9.76M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.13M

Top Sellers

Rank Fund Capital Flow
1
AWM
Apollon Wealth Management
South Carolina
-$4.13M
2
Morgan Stanley
Morgan Stanley
New York
-$2.09M
3
LPWM
Lake Point Wealth Management
Texas
-$1.67M
4
IA
IFP Advisors
Florida
-$1.41M
5
CFA
Capstone Financial Advisors
Illinois
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Darwin Wealth Management
Florida
$3.09M +$3.03M +61,980 New
AG
27
Advisor Group
Arizona
$2.9M +$2.81M +57,533 +9,205%
CCP
28
Cardan Capital Partners
Colorado
$2.77M +$130K +2,655 +5%
OIA
29
OneDigital Investment Advisors
Kansas
$2.33M +$720K +14,717 +46%
Jane Street
30
Jane Street
New York
$2.31M +$2.27M +46,351 New
DP
31
Denver PWM
Colorado
$2.27M +$240K +4,901 +12%
CFA
32
Carroll Financial Associates
North Carolina
$2.23M +$238K +4,877 +12%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$2.15M -$8.51K -174 -0.4%
ACP
34
Aveo Capital Partners
Colorado
$2.03M -$10.7K -219 -0.5%
HFA
35
Huber Financial Advisors
Illinois
$2.01M +$254K +5,189 +15%
UBS Group
36
UBS Group
Switzerland
$1.81M -$550K -11,240 -24%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$1.47M +$577K +11,798 +67%
AWM
38
Apollon Wealth Management
South Carolina
$1.29M -$4.13M -84,524 -77%
AIC
39
Ameritas Investment Company
Nebraska
$1.13M +$1.06M +21,577 +1,832%
Creative Planning
40
Creative Planning
Kansas
$1.05M -$410K -8,382 -28%
LPL Financial
41
LPL Financial
California
$814K +$332K +6,795 +71%
RIA
42
Realta Investment Advisors
Delaware
$783K +$769K +15,734 New
1IA
43
1834 Investment Advisors
Wisconsin
$758K +$13.1K +268 +2%
AW
44
ACG Wealth
Georgia
$748K -$97.7K -1,998 -12%
Citadel Advisors
45
Citadel Advisors
Florida
$653K +$641K +13,114 New
William Blair & Company
46
William Blair & Company
Illinois
$641K +$929 +19 +0.1%
MA
47
Mutual Advisors
Nebraska
$591K +$16.3K +334 +3%
IWS
48
Insight Wealth Strategies
California
$577K -$23.1K -473 -4%
SFG
49
SNS Financial Group
Minnesota
$562K -$59.7K -1,220 -10%
AF
50
Advisornet Financial
Minnesota
$561K +$541K +11,060 +5,475%
1
2
3 4

AGGY Hedge Fund Activity: Q1 2019 in Review

74 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2019, worth a combined $354M — up 89% from $187M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AGGY positions and 8 closed out — a net gain of 12 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $47.5M. The largest seller was Apollon Wealth Management, cutting an estimated $4.13M.

  • 74 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2019, up from 63 in Q4 2018.
  • Funds reported $354M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2019, up 89% quarter-over-quarter.
  • 20 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2019 and 8 closed out, a net change of +12 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2019 was Horizon Investments, an estimated $47.5M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2019 was Apollon Wealth Management, an estimated $4.13M sold.

Based on aggregated 13F filings for Q1 2019.