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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

146 hedge funds and large institutions have $957M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 73 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.95%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
15
Increased
73
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$27.5M
2
LPL Financial
LPL Financial
California
+$20.5M
3
AAS
Avantax Advisory Services
Texas
+$6.53M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.21M
5
PI
PFS Investments
Georgia
+$6.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$49.7M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$20.6M
3
DWM
Darwin Wealth Management
Florida
-$8.44M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.07M
5
ACM
Ashford Capital Management
Delaware
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$12.6M +$987K +18,343 +9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$12.5M +$271K +5,029 +2%
AAS
28
Avantax Advisory Services
Texas
$11.6M +$6.53M +121,353 +128%
HFS
29
Horizon Financial Services
North Carolina
$11.2M +$11.2M +207,496 New
CGFA
30
Colton Groome Financial Advisors
North Carolina
$11.2M +$634K +11,789 +6%
SWP
31
Stratos Wealth Partners
Ohio
$10.8M +$1.01M +18,767 +10%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$8.05M -$20.6M -382,196 -72%
CFA
33
Carroll Financial Associates
North Carolina
$6.74M +$647K +12,014 +11%
IA
34
IFP Advisors
Florida
$5.88M +$1.55M +28,798 +36%
NEIRG
35
New England Investment & Retirement Group
Massachusetts
$5.58M +$315K +5,853 +6%
SC
36
Savant Capital
Illinois
$5.34M -$553K -10,279 -9%
UR
37
USCA RIA
Texas
$4.8M +$4.8M +89,141 New
BCM
38
Bluefin Capital Management
New York
$4.77M – – –
SFG
39
StrategIQ Financial Group
Indiana
$4.67M -$500K -9,285 -10%
KAS
40
Kestra Advisory Services
Texas
$4.52M +$4.52M +83,950 New
WP
41
WealthPLAN Partners
Nebraska
$4.15M -$378K -7,058 -8%
T
42
TRUADVICE
Florida
$3.95M +$3.95M +73,612 New
MML Investors Services
43
MML Investors Services
Massachusetts
$3.87M +$2.79M +51,911 +260%
DP
44
Denver PWM
Colorado
$3.61M +$118K +2,192 +3%
BZWA
45
Blue Zone Wealth Advisors
California
$3.57M -$2M -37,236 -36%
DWM
46
Darwin Wealth Management
Florida
$3.09M -$8.44M -156,928 -73%
WFA
47
Wade Financial Advisory
California
$2.95M +$363K +6,746 +14%
KFP
48
KMG Fiduciary Partners
Ohio
$2.93M +$425K +7,903 +17%
OIA
49
OneDigital Investment Advisors
Kansas
$2.84M -$185K -3,441 -6%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$2.75M +$390K +7,248 +17%
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