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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

158 hedge funds and large institutions have $838M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
27
Increased
58
Reduced
52
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$19.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.5M
3
PAG
Private Advisor Group
New Jersey
+$6.41M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.39M
5
FIM
Freedom Investment Management
Connecticut
+$6.09M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$37.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$12.8M
3
SC
Savant Capital
Illinois
-$12.4M
4
Jane Street
Jane Street
New York
-$7.49M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$5.05M +$328K +7,451 +7%
SFG
27
SNS Financial Group
Minnesota
$5.05M +$4.35M +98,844 +623%
KIA
28
KLR Investment Advisors
Rhode Island
$5M +$29.8K +677 +0.6%
RA
29
RFG Advisory
Alabama
$4.53M -$71.7K -1,628 -2%
SFG
30
StrategIQ Financial Group
Indiana
$3.82M +$459K +10,431 +14%
MML Investors Services
31
MML Investors Services
Massachusetts
$3.68M -$756K -17,179 -17%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$3.56M +$127K +2,878 +4%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.53M +$2.71M +61,647 +334%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$3.25M -$216K -4,909 -6%
MLA
35
My Legacy Advisors
Oregon
$3.24M +$69K +1,574 +2%
AFTS
36
American Financial & Tax Strategies
New York
$3.14M +$3.14M +71,359 New
WP
37
WealthPLAN Partners
Nebraska
$3.05M -$58.1K -1,320 -2%
GSEP
38
Golden State Equity Partners
California
$2.79M +$32.7K +744 +1%
WP
39
WealthSource Partners
California
$2.73M +$2.73M +61,976 New
Jane Street
40
Jane Street
New York
$2.7M -$7.49M -170,042 -73%
FPIS
41
Financial Planning & Information Services
Wisconsin
$2.32M +$79.4K +1,804 +4%
OWA
42
Opal Wealth Advisors
New York
$2.23M +$2.23M +50,766 New
OPWM
43
Oxinas Partners Wealth Management
Indiana
$2.12M +$19.8K +450 +0.9%
SG
44
Sharper & Granite
California
$1.99M -$1.45K -33 -0.1%
KAS
45
Kestra Advisory Services
Texas
$1.94M +$617K +14,009 +47%
SPIA
46
Steward Partners Investment Advisory
New York
$1.93M +$1.93M +43,745 New
Corient Private Wealth
47
Corient Private Wealth
Florida
$1.9M -$225K -5,111 -11%
Stifel Financial
48
Stifel Financial
Missouri
$1.6M +$1.11M +25,226 +227%
Renaissance Technologies
49
Renaissance Technologies
New York
$1.52M +$795K +18,050 +109%
AAS
50
Avantax Advisory Services
Texas
$1.4M +$60.7K +1,378 +5%
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