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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

185 hedge funds and large institutions have $780M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.86%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
55
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
$83.3M
2
Creative Planning
Creative Planning
Kansas
$21.1M
3
SFA
Sequoia Financial Advisors
Ohio
$14.6M
4
CFA
Capstone Financial Advisors
Illinois
$7.67M
5
Jane Street
Jane Street
New York
$6.66M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$6.88M
2
PAG
Private Advisor Group
New Jersey
$12.5M
3
ACM
Ashford Capital Management
Delaware
$0
4
UBS Group
UBS Group
Switzerland
$8.66M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
26
NEIRG Wealth Management
Massachusetts
$8.1M +$8.1M +156,697 New
LFPWM
27
Leicht Financial Planning & Wealth Management
New Jersey
$7.77M -$165K -3,187 -2%
CFA
28
Capstone Financial Advisors
Illinois
$7.67M +$7.67M +148,495 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$6.88M -$20.8M -402,086 -75%
Jane Street
30
Jane Street
New York
$6.66M +$6.66M +128,877 New
SCM
31
Southport Capital Management
Tennessee
$6.53M +$6.53M +126,320 New
Citadel Advisors
32
Citadel Advisors
Florida
$6.51M +$1.27M +24,513 +24%
3LCM
33
3D/L Capital Management
Connecticut
$6.29M -$27.8K -537 -0.4%
CGFA
34
Colton Groome Financial Advisors
North Carolina
$6.16M -$726K -14,049 -11%
WP
35
WealthSource Partners
California
$5.79M +$2.19M +42,295 +61%
Osaic Holdings
36
Osaic Holdings
Arizona
$5.51M +$418K +8,088 +8%
FPIS
37
Financial Planning & Information Services
Wisconsin
$5.12M +$758K +14,672 +17%
IA
38
IFP Advisors
Florida
$4.84M +$365K +7,056 +8%
SC
39
Savant Capital
Illinois
$4.72M +$264K +5,113 +6%
EWM
40
Echo Wealth Management
Minnesota
$4.46M -$1.39M -27,385 -24%
RIA
41
Regal Investment Advisors
Michigan
$4.33M +$76.1K +1,472 +2%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$3.92M +$3.92M +75,878 New
WP
43
WealthPLAN Partners
Nebraska
$3.91M -$19.7K -391 -0.5%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$3.64M -$2.97M -57,442 -45%
MML Investors Services
45
MML Investors Services
Massachusetts
$3.64M +$1.34M +25,865 +58%
RIG
46
Roosevelt Investment Group
New York
$3.53M +$464K +8,969 +15%
BWA
47
Burt Wealth Advisors
Maryland
$2.99M +$2.99M +57,800 New
IWA
48
Inspirion Wealth Advisors
Illinois
$2.87M +$2.74K +53 +0.1%
MIAN
49
Mariner Independent Advisor Network
Kansas
$2.59M -$154K -3,009 -6%
SFG
50
StrategIQ Financial Group
Indiana
$2.52M -$153K -2,956 -6%
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