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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

152 hedge funds and large institutions have $770M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
60
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$43.4M
3
UBS Group
3
UBS Group
Switzerland
$29.4M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$17.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.9M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$929K
2
SC
2
Savant Capital
Illinois
$47.6M
3
Jane Street
3
Jane Street
New York
$9.61M
4
LPL Financial
4
LPL Financial
California
$55.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
3LCM
26
3D/L Capital Management
Connecticut
$4.09M -$1.24M -29,977 -23%
AI
27
Atria Investments
North Carolina
$3.5M +$742K +17,864 +27%
T
28
TRUADVICE
Florida
$3.49M +$1.87M +44,869 +115%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$3.27M -$229K -5,525 -7%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$3.24M +$3.24M +78,075 +312,300%
SFG
31
StrategIQ Financial Group
Indiana
$3.17M +$740K +17,827 +30%
MLA
32
My Legacy Advisors
Oregon
$2.95M +$228K +5,604 +8%
WP
33
WealthPLAN Partners
Nebraska
$2.93M -$75.3K -1,813 -3%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.88M +$2.42M +58,196 +522%
IWP
35
Invenio Wealth Partners
Florida
$2.81M +$2.31M +55,702 +468%
GSEP
36
Golden State Equity Partners
California
$2.61M +$2.02M +48,691 +346%
FPIS
37
Financial Planning & Information Services
Wisconsin
$2.12M -$52.3K -1,260 -2%
MA
38
Mutual Advisors
Nebraska
$2.1M -$747 -18 -0%
Corient Private Wealth
39
Corient Private Wealth
Florida
$2M -$1.17M -28,217 -37%
OPWM
40
Oxinas Partners Wealth Management
Indiana
$1.98M +$201K +4,847 +11%
SG
41
Sharper & Granite
California
$1.88M +$12K +290 +0.6%
DK
42
David Kennon
Florida
$1.35M -$18.8K -454 -1%
AAS
43
Avantax Advisory Services
Texas
$1.26M +$37.4K +900 +3%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.26M +$56.1K +1,351 +5%
KAS
45
Kestra Advisory Services
Texas
$1.25M +$804K +19,370 +180%
NAM
46
NorthCrest Asset Manangement
Minnesota
$1.22M -$5.81K -140 -0.5%
CWA
47
Centennial Wealth Advisory
Michigan
$1.17M +$55.8K +1,344 +5%
Wells Fargo
48
Wells Fargo
California
$1.1M -$236K -5,678 -18%
IWN
49
Independent Wealth Network
Iowa
$994K +$179K +4,310 +22%
IA
50
Insight Advisors
Pennsylvania
$946K +$1.45K +35 +0.2%
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