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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

175 hedge funds and large institutions have $747M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
3.08%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.18%
New
24
Increased
73
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$20.1M
2
RA
2
RFG Advisory
Alabama
$31.6M
3
NRI
3
NFP Retirement Inc
California
$5.82M
4
Citadel Advisors
4
Citadel Advisors
Florida
$21.7M
5
PWS
5
Private Wealth Strategies
Ohio
$26.8M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AWM
2
AE Wealth Management
Kansas
$28M
3
CCA
3
Clearwater Capital Advisors
Illinois
$10.1M
4
ACM
4
Ashford Capital Management
Delaware
$8.31M
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$6.81M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$7.92M 154,675 +49,021 +46%
AAS
27
Avantax Advisory Services
Texas
$7.42M 144,824 +2,665 +2%
IA
28
IFP Advisors
Florida
$7.22M 141,104 +27,745 +24%
SWP
29
Stratos Wealth Partners
Ohio
$6.88M 134,306 -74,870 -36%
3LCM
30
3D/L Capital Management
Connecticut
$6.82M 133,247 -26,586 -17%
LFPWM
31
Leicht Financial Planning & Wealth Management
New Jersey
$6.81M 132,973 -151,456 -53%
CGFA
32
Colton Groome Financial Advisors
North Carolina
$6.7M 130,781 +14,048 +12%
KAS
33
Kestra Advisory Services
Texas
$6.59M 128,790 -4,809 -4%
NEIRG
34
New England Investment & Retirement Group
Massachusetts
$6.23M 121,679 +6,698 +6%
EWM
35
Echo Wealth Management
Minnesota
$5.96M 116,310 -39,035 -25%
OMC
36
Old Mission Capital
Illinois
$5.9M 115,131 +72,427 +170%
NRI
37
NFP Retirement Inc
California
$5.82M 113,630 +113,630 New
UR
38
USCA RIA
Texas
$5.61M 109,636 +15,010 +16%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$4.74M 92,551 -88,373 -49%
SC
40
Savant Capital
Illinois
$4.5M 87,830 -1,848 -2%
Osaic Holdings
41
Osaic Holdings
Arizona
$4.19M 81,798 +4,182 +5%
T
42
TRUADVICE
Florida
$4.16M 80,620 -3,163 -4%
SFG
43
StrategIQ Financial Group
Indiana
$4.03M 78,657 -1,801 -2%
WP
44
WealthPLAN Partners
Nebraska
$3.84M 74,059 -5,242 -7%
JFS
45
JD Financial Services
Pennsylvania
$3.82M 74,570 +74,570 New
DP
46
Denver PWM
Colorado
$3.61M 67,017 +48,435 +261%
WP
47
WealthSource Partners
California
$3.46M 67,640 +67,640 New
IWC
48
Integrated Wealth Concepts
Massachusetts
$3.25M 63,499 +15,512 +32%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$3.23M 62,989 +9,065 +17%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$3.2M 62,512 -11,485 -16%
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