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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

140 hedge funds and large institutions have $658M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-21
Holders Change %
-13.04%
% of All Funds
2.42%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
8
Increased
55
Reduced
56
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$34.3M
2
Bank of America
Bank of America
North Carolina
$36.8M
3
EH
Equitable Holdings
New York
$20.4M
4
Ameriprise
Ameriprise
Minnesota
$5.22M
5
Citadel Advisors
Citadel Advisors
Florida
$3.01M

Top Sellers

1
PWS
Private Wealth Strategies
Ohio
$0
2
RA
RFG Advisory
Alabama
$55.4M
3
OMC
Old Mission Capital
Illinois
$0
4
WP
WealthSource Partners
California
$828K
5
AWS
AJ Wealth Strategies
New York
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DK
26
David Kennon
Florida
$4.11M +$4.11M +97,267 New
MML Investors Services
27
MML Investors Services
Massachusetts
$4.01M +$469K +11,107 +13%
RIA
28
Regal Investment Advisors
Michigan
$3.97M +$183K +4,342 +5%
CCA
29
Clearwater Capital Advisors
Illinois
$3.74M -$3.23M -76,623 -46%
WIM
30
WealthPlan Investment Management
Nebraska
$3.53M +$3.53M +80,370 New
RIG
31
Roosevelt Investment Group
New York
$3.25M +$134K +3,171 +4%
Citadel Advisors
32
Citadel Advisors
Florida
$3.01M +$2.78M +65,806 +1,201%
RJA
33
Raymond James & Associates
Florida
$2.9M +$421K +9,964 +17%
WFA
34
Wade Financial Advisory
California
$2.84M +$209K +4,960 +8%
SFG
35
SNS Financial Group
Minnesota
$2.73M +$615K +14,562 +29%
CGFA
36
Colton Groome Financial Advisors
North Carolina
$2.63M -$737K -17,463 -22%
FPIS
37
Financial Planning & Information Services
Wisconsin
$2.54M -$153K -3,613 -6%
MLA
38
My Legacy Advisors
Oregon
$2.44M +$231K +5,567 +10%
FFA
39
First Foundation Advisors
California
$2.21M +$761K +18,027 +53%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.15M -$902K -21,365 -30%
MA
41
Mutual Advisors
Nebraska
$2.14M +$145K +3,441 +7%
FFWM
42
Future Financial Wealth Management
Ohio
$1.81M -$95.7K -2,141 -5%
FHA
43
Flagship Harbor Advisors
Massachusetts
$1.74M +$54.1K +1,280 +3%
PCWA
44
Pacific Capital Wealth Advisors
California
$1.72M -$40K -947 -2%
GWSG
45
GPS Wealth Strategies Group
Colorado
$1.72M +$588K +13,922 +52%
T
46
TRUADVICE
Florida
$1.67M -$94.1K -2,261 -5%
Wells Fargo
47
Wells Fargo
California
$1.67M -$481K -11,403 -22%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.48M +$227K +5,383 +18%
SFG
49
StrategIQ Financial Group
Indiana
$1.47M -$152K -3,594 -9%
FFG
50
Ford Financial Group
California
$1.32M +$132K +3,127 +11%
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