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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

128 hedge funds and large institutions have $678M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

165% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 23

29% more funds holding

Funds holding: 99 → 128 (+29)

20% more capital invested

Capital invested by funds: $564M → $678M (+$114M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

3.52% more ownership

Funds ownership: 61.72% → 65.23% (+3.5%)

Holders
128
Holders Change
+29
Holders Change %
+29.29%
% of All Funds
2.52%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
36
Increased
61
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMA
Miracle Mile Advisors
California
+$37.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.4M
3
Wells Fargo
Wells Fargo
California
+$11.2M
4
BAAM
Baker Avenue Asset Management
California
+$3.08M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$27.1M
2
AWS
AJ Wealth Strategies
New York
-$15.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$10.8M
4
PAG
Private Advisor Group
New Jersey
-$7.26M
5
Jane Street
Jane Street
New York
-$6.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$6.76M +$2.12M +40,641 +46%
SS
27
Simplicity Solutions
Minnesota
$6.44M +$1.91M +36,545 +42%
IA
28
IFP Advisors
Florida
$6.16M +$360K +6,903 +6%
HFA
29
Huber Financial Advisors
Illinois
$5.77M +$1.86M +35,713 +48%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$5.53M +$1.96M +37,471 +54%
BSAM
31
Blue Sky Asset Management
Colorado
$5.24M +$5.24M +100,346 New
BZWA
32
Blue Zone Wealth Advisors
California
$5.21M +$5.21M +99,694 New
CFA
33
Carroll Financial Associates
North Carolina
$4.96M +$604K +11,563 +14%
WP
34
WealthPLAN Partners
Nebraska
$4.96M -$63.6K -1,218 -1%
S
35
Surevest
California
$4.67M -$613K -11,740 -12%
DWM
36
Darwin Wealth Management
Florida
$4.61M +$404K +7,738 +10%
BCI
37
Brinker Capital Investments
Pennsylvania
$4.17M -$138K -2,634 -3%
MAG
38
Mokosak Advisory Group
Iowa
$3.87M -$71.3K -1,365 -2%
BAM
39
Belpointe Asset Management
Nevada
$3.8M +$1.33M +25,522 +54%
NEIRG
40
New England Investment & Retirement Group
Massachusetts
$3.62M +$3.05M +58,318 +533%
ACP
41
Aveo Capital Partners
Colorado
$3.2M -$99.9K -1,914 -3%
SW
42
SlateStone Wealth
Florida
$3.09M -$47.1K -902 -2%
BAAM
43
Baker Avenue Asset Management
California
$3.08M +$3.08M +59,000 New
OIA
44
OneDigital Investment Advisors
Kansas
$3.04M +$232K +4,437 +8%
CCP
45
Cardan Capital Partners
Colorado
$3M +$22.4K +429 +0.8%
DP
46
Denver PWM
Colorado
$2.92M +$128K +2,452 +5%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$2.59M +$169K +3,228 +7%
22CM
48
20/20 Capital Management
California
$2.38M +$2.34M +44,786 New
PCWA
49
Pacific Capital Wealth Advisors
California
$2.26M +$2.26M +43,208 New
Truist Financial
50
Truist Financial
North Carolina
$2.04M +$2.04M +39,123 New
1
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AGGY Hedge Fund Activity: Q4 2019 in Review

128 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2019, worth a combined $678M — up 20% from $564M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AGGY positions and 6 closed out — a net gain of 30 holders — while 61 added to existing stakes and 23 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $37.7M. The largest seller was Horizon Investments, cutting an estimated $27.1M.

  • 128 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2019, up from 99 in Q3 2019.
  • Funds reported $678M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2019, up 20% quarter-over-quarter.
  • 36 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2019 and 6 closed out, a net change of +30 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2019 was Miracle Mile Advisors, an estimated $37.7M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2019 was Horizon Investments, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2019.