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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

139 hedge funds and large institutions have $707M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
3.07%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
36
Increased
51
Reduced
44
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$45.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$39.7M
3
PWMG
Prestige Wealth Management Group
New Jersey
+$35.2M
4
SI
SimpliFi Inc
California
+$28M
5
HI
Horizon Investments
North Carolina
+$17.8M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$66.9M
2
PI
PFS Investments
Georgia
-$33.1M
3
AWS
AJ Wealth Strategies
New York
-$15.6M
4
SL
Systelligence LLC
Minnesota
-$15.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$9.73M +$1.52M +29,467 +19%
UBS Group
27
UBS Group
Switzerland
$9.32M +$837K +16,196 +10%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$7.84M +$7.84M +151,757 New
BZWA
29
Blue Zone Wealth Advisors
California
$6.58M +$1.43M +27,609 +28%
SFG
30
StrategIQ Financial Group
Indiana
$6M -$740K -14,332 -11%
CFA
31
Carroll Financial Associates
North Carolina
$5.81M +$903K +17,493 +18%
HFA
32
Huber Financial Advisors
Illinois
$5.72M +$9.61K +186 +0.2%
SC
33
Savant Capital
Illinois
$5.72M +$5.72M +110,698 New
CGFA
34
Colton Groome Financial Advisors
North Carolina
$5.36M -$3.77M -72,946 -41%
NEIRG
35
New England Investment & Retirement Group
Massachusetts
$5.24M +$1.66M +32,157 +46%
DWM
36
Darwin Wealth Management
Florida
$4.99M +$440K +8,518 +10%
WP
37
WealthPLAN Partners
Nebraska
$4.42M -$523K -9,867 -11%
IA
38
IFP Advisors
Florida
$4.09M -$1.89M -37,216 -32%
AAS
39
Avantax Advisory Services
Texas
$3.77M +$1.95M +37,731 +107%
BCI
40
Brinker Capital Investments
Pennsylvania
$3.43M -$701K -13,570 -17%
DP
41
Denver PWM
Colorado
$3.29M +$403K +7,801 +14%
BAAM
42
Baker Avenue Asset Management
California
$3.05M – – –
SW
43
SlateStone Wealth
Florida
$2.98M -$80.9K -1,567 -3%
OIA
44
OneDigital Investment Advisors
Kansas
$2.97M -$36.9K -714 -1%
VWM
45
Vigilare Wealth Management
Arizona
$2.54M +$639K +12,378 +34%
TC
46
Trilogy Capital
California
$2.53M +$2.53M +47,838 New
22CM
47
20/20 Capital Management
California
$2.22M -$146K -2,761 -6%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$2.07M +$51K +988 +3%
PCWA
49
Pacific Capital Wealth Advisors
California
$2.03M -$201K -3,895 -9%
Truist Financial
50
Truist Financial
North Carolina
$1.99M -$27.4K -531 -1%
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