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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

99 hedge funds and large institutions have $564M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

29% more capital invested

Capital invested by funds: $436M → $564M (+$128M)

25% more funds holding

Funds holding: 79 → 99 (+20)

1.24% less ownership

Funds ownership: 62.96% → 61.72% (-1.2%)

Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
2.17%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
25
Increased
47
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$34M
2
AWS
AJ Wealth Strategies
New York
+$31.1M
3
PI
PFS Investments
Georgia
+$9.16M
4
Jane Street
Jane Street
New York
+$6.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$9.95M
2
HI
Horizon Investments
North Carolina
-$8.4M
3
IDA
Intelligence Driven Advisers
California
-$2.71M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.6M
5
3AM
3D Asset Management
Connecticut
-$957K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
26
WealthPLAN Partners
Nebraska
$4.9M -$67.2K -1,293 -1%
AWM
27
AE Wealth Management
Kansas
$4.63M +$4.32M +83,182 +1,518%
SS
28
Simplicity Solutions
Minnesota
$4.53M +$4.51M +86,724 New
CFA
29
Carroll Financial Associates
North Carolina
$4.36M +$995K +19,146 +30%
BCI
30
Brinker Capital Investments
Pennsylvania
$4.31M -$735K -14,136 -15%
DWM
31
Darwin Wealth Management
Florida
$4.2M +$551K +10,605 +15%
MAG
32
Mokosak Advisory Group
Iowa
$3.95M -$94.2K -1,813 -2%
HFA
33
Huber Financial Advisors
Illinois
$3.91M +$928K +17,857 +31%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$3.63M -$1.6M -30,874 -31%
MFG
35
Merit Financial Group
Georgia
$3.57M +$3.55M +68,250 New
ACP
36
Aveo Capital Partners
Colorado
$3.3M +$631K +12,148 +24%
SW
37
SlateStone Wealth
Florida
$3.14M +$253K +4,863 +9%
CCP
38
Cardan Capital Partners
Colorado
$2.98M +$18.8K +361 +0.6%
OIA
39
OneDigital Investment Advisors
Kansas
$2.81M +$146K +2,816 +6%
DP
40
Denver PWM
Colorado
$2.79M +$156K +3,005 +6%
BAM
41
Belpointe Asset Management
Nevada
$2.47M +$2.46M +47,250 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$2.43M +$527K +10,135 +28%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.96M -$121K -2,325 -6%
Wells Fargo
44
Wells Fargo
California
$1.51M +$644K +12,392 +75%
AWM
45
Apollon Wealth Management
South Carolina
$1.48M +$74.6K +1,435 +5%
EF
46
Empirical Finance
Pennsylvania
$1.24M -$715K -13,752 -37%
RIA
47
Realta Investment Advisors
Delaware
$1.18M +$120K +2,307 +11%
FFS
48
Founders Financial Securities
Maryland
$1.17M +$447K +8,606 +62%
Creative Planning
49
Creative Planning
Kansas
$1.04M -$68K -1,309 -6%
AF
50
Advisornet Financial
Minnesota
$930K +$493K +9,483 +114%
1
2
3 4 5

AGGY Hedge Fund Activity: Q3 2019 in Review

99 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2019, worth a combined $564M — up 29% from $436M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AGGY positions and 4 closed out — a net gain of 21 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $34M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $9.95M sold.

  • 99 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2019, up from 79 in Q2 2019.
  • Funds reported $564M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2019, up 29% quarter-over-quarter.
  • 25 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2019 and 4 closed out, a net change of +21 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2019 was Raymond James Financial Services Advisors, an estimated $34M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2019 was Bank of Nova Scotia, an estimated $9.95M sold.

Based on aggregated 13F filings for Q3 2019.