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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

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
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

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$34.2M
2
AWS
AJ Wealth Strategies
New York
+$31.3M
3
PI
PFS Investments
Georgia
+$9.22M
4
Jane Street
Jane Street
New York
+$6.13M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.93M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$9.95M
2
HI
Horizon Investments
North Carolina
-$8.43M
3
IDA
Intelligence Driven Advisers
California
-$2.73M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.61M
5
3AM
3D Asset Management
Connecticut
-$963K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
WealthPLAN Partners
Nebraska
$4.9M -$67.2K -1,293 -1%
AWM
27
AE Wealth Management
Kansas
$4.64M +$4.35M +83,182 +1,518%
SS
28
Simplicity Solutions
Minnesota
$4.53M +$4.53M +86,724 New
CFA
29
Carroll Financial Associates
North Carolina
$4.36M +$1M +19,146 +30%
BCI
30
Brinker Capital Investments
Pennsylvania
$4.31M -$739K -14,136 -15%
DWM
31
Darwin Wealth Management
Florida
$4.2M +$554K +10,605 +15%
MAG
32
Mokosak Advisory Group
Iowa
$3.95M -$94.8K -1,813 -2%
HFA
33
Huber Financial Advisors
Illinois
$3.91M +$934K +17,857 +31%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$3.63M -$1.61M -30,874 -31%
MFG
35
Merit Financial Group
Georgia
$3.57M +$3.57M +68,250 New
ACP
36
Aveo Capital Partners
Colorado
$3.3M +$634K +12,148 +24%
SW
37
SlateStone Wealth
Florida
$3.14M +$254K +4,863 +9%
CCP
38
Cardan Capital Partners
Colorado
$2.98M +$18.9K +361 +0.6%
OIA
39
OneDigital Investment Advisors
Kansas
$2.81M +$147K +2,816 +6%
DP
40
Denver PWM
Colorado
$2.79M +$157K +3,005 +6%
BAM
41
Belpointe Asset Management
Nevada
$2.47M +$2.47M +47,250 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$2.43M +$530K +10,135 +28%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.96M -$122K -2,325 -6%
Wells Fargo
44
Wells Fargo
California
$1.51M +$648K +12,392 +75%
AWM
45
Apollon Wealth Management
South Carolina
$1.48M +$75K +1,435 +5%
EF
46
Empirical Finance
Pennsylvania
$1.24M -$719K -13,752 -37%
RIA
47
Realta Investment Advisors
Delaware
$1.18M +$120K +2,307 +11%
FFS
48
Founders Financial Securities
Maryland
$1.17M +$450K +8,606 +62%
Creative Planning
49
Creative Planning
Kansas
$1.04M -$68.4K -1,309 -6%
AF
50
Advisornet Financial
Minnesota
$930K +$496K +9,483 +114%
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