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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

161 hedge funds and large institutions have $767M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 67 reducing their positions, and 32 closing their positions.

Holders
161
Holders Change
-13
Holders Change %
-7.47%
% of All Funds
2.72%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
24
Increased
46
Reduced
67
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$83.9M
2
SC
2
Savant Capital
Illinois
$49.9M
3
OMC
3
Old Mission Capital
Illinois
$13.4M
4
Bank of America
4
Bank of America
North Carolina
$32.7M
5
WP
5
WealthSource Partners
California
$14.3M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
CFA
2
Capstone Financial Advisors
Illinois
$287K
3
PI
3
PFS Investments
Georgia
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.3M
5
NWM
5
NEIRG Wealth Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$7.15M 159,884 -545 -0.3%
LFPWM
27
Leicht Financial Planning & Wealth Management
New Jersey
$6.94M 155,309 -1,751 -1%
3LCM
28
3D/L Capital Management
Connecticut
$5.56M 124,359 +480 +0.4%
MWM
29
Meridian Wealth Management
Kentucky
$4.48M 100,151 +100,151 New
RIA
30
Regal Investment Advisors
Michigan
$4.01M 89,784 +4,736 +6%
MML Investors Services
31
MML Investors Services
Massachusetts
$3.74M 83,744 -4 -0%
CGFA
32
Colton Groome Financial Advisors
North Carolina
$3.56M 79,638 -60,841 -43%
RIG
33
Roosevelt Investment Group
New York
$3.3M 73,819 +2,237 +3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.24M 72,376 +13,140 +22%
FPIS
35
Financial Planning & Information Services
Wisconsin
$2.86M 63,852 -11,161 -15%
WFA
36
Wade Financial Advisory
California
$2.79M 62,371 +7,622 +14%
RJA
37
Raymond James & Associates
Florida
$2.63M 58,728 +2,906 +5%
AAS
38
Avantax Advisory Services
Texas
$2.44M 54,653 -823 -1%
MLA
39
My Legacy Advisors
Oregon
$2.39M 53,127 +34,181 +180%
Wells Fargo
40
Wells Fargo
California
$2.27M 50,841 -34,970 -41%
SFG
41
SNS Financial Group
Minnesota
$2.24M 50,019 -5,037 -9%
MA
42
Mutual Advisors
Nebraska
$2.12M 47,298 +2,276 +5%
FFWM
43
Future Financial Wealth Management
Ohio
$2.04M 42,524 – –
T
44
TRUADVICE
Florida
$1.95M 42,420 +1,006 +2%
CAN
45
Cetera Advisor Networks
California
$1.92M 42,917 -34,197 -44%
PCWA
46
Pacific Capital Wealth Advisors
California
$1.86M 41,658 -204 -0.5%
ACK
47
Andrew C. Karlinski
$1.84M 41,171 +16,714 +68%
FHA
48
Flagship Harbor Advisors
Massachusetts
$1.78M 39,805 -152 -0.4%
SFG
49
StrategIQ Financial Group
Indiana
$1.71M 38,317 -6,145 -14%
FFA
50
First Foundation Advisors
California
$1.53M 34,267 +571 +2%
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