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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

152 hedge funds and large institutions have $887M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+1
Holders Change %
+0.66%
% 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
21
Increased
73
Reduced
42
Closed
18
Calls
$107K
Puts
–
Net Calls
+$107K
Net Calls Change
+$107K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.7M
2
BFG
Beacon Financial Group
Texas
$8.03M
3
Ameriprise
Ameriprise
Minnesota
$6.33M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$44.5M
5
TC
Trilogy Capital
California
$38.9M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$1.71M
2
WP
WealthPLAN Partners
Nebraska
$0
3
GSEP
Golden State Equity Partners
California
$0
4
LPL Financial
LPL Financial
California
$52M
5
NA
NewEdge Advisors
Louisiana
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$6.33M +$5.67M +126,731 +850%
HBS
27
Howard Bailey Securities
Indiana
$6.11M +$6.11M +136,572 New
RA
28
RFG Advisory
Alabama
$5.74M +$349K +7,815 +6%
FIM
29
Freedom Investment Management
Connecticut
$5.47M +$95.3K +2,131 +2%
WA
30
Waverly Advisors
Alabama
$5.08M +$114K +2,559 +2%
Jane Street
31
Jane Street
New York
$4.54M +$1.79M +39,957 +65%
SFG
32
SNS Financial Group
Minnesota
$4.49M -$97.2K -2,175 -2%
OPWM
33
Oxinas Partners Wealth Management
Indiana
$4.16M +$503K +11,252 +14%
BWP
34
Baldwin Wealth Partners
Massachusetts
$4.12M +$4.12M +92,043 New
KPWS
35
Kestra Private Wealth Services
Texas
$4.08M +$726K +16,243 +22%
Osaic Holdings
36
Osaic Holdings
Arizona
$3.77M +$2.78M +62,263 +282%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$3.18M -$78.5K -1,755 -2%
AFTS
38
American Financial & Tax Strategies
New York
$3.11M -$58.7K -1,313 -2%
WIM
39
WealthPlan Investment Management
Nebraska
$3.05M +$3.05M +68,292 New
Citadel Advisors
40
Citadel Advisors
Florida
$3.02M +$3.02M +67,467 New
MML Investors Services
41
MML Investors Services
Massachusetts
$2.87M -$881K -19,704 -24%
Wells Fargo
42
Wells Fargo
California
$2.8M +$453K +10,132 +19%
FPIS
43
Financial Planning & Information Services
Wisconsin
$2.64M +$82K +1,833 +3%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$2.5M +$575K +12,867 +30%
NS
45
NBC Securities
Alabama
$2.4M +$267K +5,978 +13%
SG
46
Sharper & Granite
California
$2.16M -$60.1K -1,345 -3%
OWA
47
Opal Wealth Advisors
New York
$2.15M -$96.2K -2,151 -4%
GFG
48
Goldstone Financial Group
Illinois
$1.96M +$314K +7,030 +19%
JSL
49
JT Stratford LLC
Georgia
$1.96M +$1,000K +22,363 +105%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$1.95M -$211K -4,723 -10%
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