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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

151 hedge funds and large institutions have $798M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
16
Increased
66
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$37.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.9M
3
Bank of America
Bank of America
North Carolina
$175M
4
IA
Insight Advisors
Pennsylvania
$5.76M
5
UBS Group
UBS Group
Switzerland
$38.9M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$210K
2
Morgan Stanley
Morgan Stanley
New York
$14.2M
3
Jane Street
Jane Street
New York
$2.65M
4
SFA
Sequoia Financial Advisors
Ohio
$228K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$5.16M -$188K -4,385 -4%
WA
27
Waverly Advisors
Alabama
$4.77M +$665K +15,486 +16%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$4.52M -$542K -12,619 -11%
SFG
29
SNS Financial Group
Minnesota
$4.41M -$257K -5,985 -6%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.6M +$181K +4,205 +5%
OPWM
31
Oxinas Partners Wealth Management
Indiana
$3.52M +$1.09M +25,461 +45%
KPWS
32
Kestra Private Wealth Services
Texas
$3.23M +$1.05M +24,542 +49%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$3.13M +$185K +4,301 +6%
AFTS
34
American Financial & Tax Strategies
New York
$3.04M -$7.39K -172 -0.2%
WP
35
WealthPLAN Partners
Nebraska
$3.01M +$17.1K +397 +0.6%
Jane Street
36
Jane Street
New York
$2.65M -$7.09M -165,008 -73%
GSEP
37
Golden State Equity Partners
California
$2.5M +$2.5M +58,007 New
FPIS
38
Financial Planning & Information Services
Wisconsin
$2.46M -$69.1K -1,609 -3%
MLA
39
My Legacy Advisors
Oregon
$2.33M -$520K -12,095 -18%
Wells Fargo
40
Wells Fargo
California
$2.25M +$727K +16,919 +48%
BFG
41
Beacon Financial Group
Texas
$2.19M +$651K +15,155 +42%
OWA
42
Opal Wealth Advisors
New York
$2.16M -$20.2K -470 -0.9%
SG
43
Sharper & Granite
California
$2.13M -$44K -1,025 -2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$2.07M -$47.5K -1,106 -2%
NS
45
NBC Securities
Alabama
$2.05M +$233K +5,422 +13%
Corient Private Wealth
46
Corient Private Wealth
Florida
$2M +$47.6K +1,107 +2%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1.84M +$33.4K +777 +2%
NA
48
NewEdge Advisors
Louisiana
$1.76M +$1.76M +41,018 New
GFG
49
Goldstone Financial Group
Illinois
$1.58M +$347K +8,086 +28%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.56M +$28K +652 +2%
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