AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

162 hedge funds and large institutions have $717M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-9
Holders Change %
-5.26%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
16
Increased
65
Reduced
54
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$15.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24M
3
RA
3
RFG Advisory
Alabama
$51.5M
4
PAG
4
Private Advisor Group
New Jersey
$21.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.27M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$4.35M
2
OMC
2
Old Mission Capital
Illinois
$325K
3
Jane Street
3
Jane Street
New York
$0
4
HFS
4
Horizon Financial Services
North Carolina
$610K
5
T
5
TRUADVICE
Florida
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Ashford Capital Management
Delaware
$7.18M +$4.24M +81,656 +144%
CGFA
27
Colton Groome Financial Advisors
North Carolina
$6.92M -$16.7K -321 -0.2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$6.64M -$1.06M -20,458 -14%
3LCM
29
3D/L Capital Management
Connecticut
$6.35M -$62.1K -1,197 -1%
EWM
30
Echo Wealth Management
Minnesota
$5.95M +$454K +8,794 +8%
Citadel Advisors
31
Citadel Advisors
Florida
$5.27M +$5.27M +101,501 New
GSEP
32
Golden State Equity Partners
California
$5.26M -$3.17K -61 -0.1%
Osaic Holdings
33
Osaic Holdings
Arizona
$5.11M +$669K +12,881 +15%
IA
34
IFP Advisors
Florida
$4.5M +$210K +4,040 +5%
SC
35
Savant Capital
Illinois
$4.48M -$384K -7,387 -8%
FPIS
36
Financial Planning & Information Services
Wisconsin
$4.38M +$1.13M +21,762 +35%
SFA
37
Sequoia Financial Advisors
Ohio
$4.35M -$10.6M -204,351 -71%
RIA
38
Regal Investment Advisors
Michigan
$4.28M +$88.8K +1,710 +2%
WP
39
WealthPLAN Partners
Nebraska
$4.06M +$42.4K +816 +1%
WP
40
WealthSource Partners
California
$3.62M -$148K -2,850 -4%
Barclays
41
Barclays
United Kingdom
$3.55M -$1.66M -32,070 -32%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$3.15M -$2.44M -47,039 -44%
RIG
43
Roosevelt Investment Group
New York
$3.08M +$5.04K +97 +0.2%
IWA
44
Inspirion Wealth Advisors
Illinois
$2.88M +$249K +4,803 +9%
MIAN
45
Mariner Independent Advisor Network
Kansas
$2.78M +$271K +5,221 +11%
SFG
46
StrategIQ Financial Group
Indiana
$2.68M -$454K -8,746 -14%
BZWA
47
Blue Zone Wealth Advisors
California
$2.64M -$44.8K -862 -2%
PCWA
48
Pacific Capital Wealth Advisors
California
$2.4M -$8.41K -162 -0.3%
IA
49
Insight Advisors
Pennsylvania
$2.33M +$154K +2,964 +7%
MML Investors Services
50
MML Investors Services
Massachusetts
$2.31M +$308K +5,923 +15%
1
2
3 4 5