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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

156 hedge funds and large institutions have $862M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
17
Increased
64
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$29.5M
2
Bank of America
2
Bank of America
North Carolina
$173M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$46.6M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$32.8M
5
Jane Street
5
Jane Street
New York
$9.84M

Top Sellers

1
EH
1
Equitable Holdings
New York
$366K
2
AWM
2
AE Wealth Management
Kansas
$9.34M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.5M
4
LPL Financial
4
LPL Financial
California
$53.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$5.41M -$921K -21,224 -15%
FIM
27
Freedom Investment Management
Connecticut
$5.4M -$601K -13,859 -10%
GWM
28
GSB Wealth Management
Connecticut
$5.2M +$4.57M +105,265 +719%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$5.12M +$1.6M +36,957 +46%
RA
30
RFG Advisory
Alabama
$4.79M +$329K +7,592 +7%
SFG
31
SNS Financial Group
Minnesota
$4.72M -$264K -6,072 -5%
KIA
32
KLR Investment Advisors
Rhode Island
$4.26M -$550K -12,974 -11%
WA
33
Waverly Advisors
Alabama
$4.14M +$4.14M +95,467 New
IA
34
Insight Advisors
Pennsylvania
$3.68M +$2.68M +61,806 +270%
MML Investors Services
35
MML Investors Services
Massachusetts
$3.46M -$177K -4,069 -5%
AFTS
36
American Financial & Tax Strategies
New York
$3.08M -$15K -345 -0.5%
WP
37
WealthPLAN Partners
Nebraska
$3.02M +$14.6K +336 +0.5%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$2.98M -$226K -5,196 -7%
MLA
39
My Legacy Advisors
Oregon
$2.88M -$330K -7,605 -10%
FPIS
40
Financial Planning & Information Services
Wisconsin
$2.55M +$261K +6,003 +11%
OPWM
41
Oxinas Partners Wealth Management
Indiana
$2.45M +$363K +8,359 +17%
OWA
42
Opal Wealth Advisors
New York
$2.2M -$3.21K -74 -0.1%
KPWS
43
Kestra Private Wealth Services
Texas
$2.2M +$1.8M +41,476 +456%
SG
44
Sharper & Granite
California
$2.18M +$232K +5,405 +12%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$2.14M -$2.84M -65,372 -57%
MA
46
Mutual Advisors
Nebraska
$2.08M +$716K +16,504 +53%
Corient Private Wealth
47
Corient Private Wealth
Florida
$1.97M +$101K +2,326 +5%
NS
48
NBC Securities
Alabama
$1.84M +$716K +16,493 +64%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.83M +$1.4M +32,288 +327%
BFG
50
Beacon Financial Group
Texas
$1.55M +$1.28M +29,579 +482%
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