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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

171 hedge funds and large institutions have $719M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-4
Holders Change %
-2.29%
% of All Funds
2.99%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
16
Increased
69
Reduced
61
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$30.2M
2
RA
2
RFG Advisory
Alabama
$42.1M
3
JFS
3
JD Financial Services
Pennsylvania
$12.5M
4
AWM
4
AE Wealth Management
Kansas
$35.6M
5
Barclays
5
Barclays
United Kingdom
$5.24M

Top Sellers

1
SI
1
SimpliFi Inc
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HFS
3
Horizon Financial Services
North Carolina
$4.43M
4
MMA
4
Miracle Mile Advisors
California
$32.1M
5
NRI
5
NFP Retirement Inc
California
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$7.76M +$198K +3,799 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$7.74M -$937K -17,952 -11%
NEIRG
28
New England Investment & Retirement Group
Massachusetts
$7.06M +$707K +13,553 +11%
CGFA
29
Colton Groome Financial Advisors
North Carolina
$6.98M +$148K +2,844 +2%
3LCM
30
3D/L Capital Management
Connecticut
$6.44M -$513K -9,819 -7%
Jane Street
31
Jane Street
New York
$6.31M -$1.77M -33,878 -22%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$5.62M +$791K +15,161 +16%
EWM
33
Echo Wealth Management
Minnesota
$5.59M -$518K -9,857 -8%
GSEP
34
Golden State Equity Partners
California
$5.29M +$2.09M +39,967 +65%
Barclays
35
Barclays
United Kingdom
$5.24M +$4.47M +85,556 +576%
T
36
TRUADVICE
Florida
$5.09M +$835K +15,816 +20%
SC
37
Savant Capital
Illinois
$4.89M +$300K +5,753 +7%
Osaic Holdings
38
Osaic Holdings
Arizona
$4.47M +$196K +3,751 +5%
HFS
39
Horizon Financial Services
North Carolina
$4.43M -$8.42M -161,343 -66%
IA
40
IFP Advisors
Florida
$4.29M -$3.06M -58,703 -42%
RIA
41
Regal Investment Advisors
Michigan
$4.21M +$4.21M +80,673 New
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$4.21M +$920K +17,616 +28%
WP
43
WealthPLAN Partners
Nebraska
$4.06M +$174K +3,313 +4%
WP
44
WealthSource Partners
California
$3.79M +$257K +4,918 +7%
FPIS
45
Financial Planning & Information Services
Wisconsin
$3.27M +$486K +9,317 +17%
SFG
46
StrategIQ Financial Group
Indiana
$3.16M -$951K -18,212 -23%
RIG
47
Roosevelt Investment Group
New York
$3.09M +$307K +5,887 +11%
ACM
48
Ashford Capital Management
Delaware
$2.95M -$5.52M -105,689 -65%
BZWA
49
Blue Zone Wealth Advisors
California
$2.7M +$992 +19 +0%
AA
50
Advisory Alpha
Michigan
$2.67M +$2.67M +51,233 New
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