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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

162 hedge funds and large institutions have $853M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
76
Reduced
44
Closed
13
Calls
$39K
Puts
$399K
Net Calls
-$360K
Net Calls Change
-$467K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$56.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.1M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$46.8M
4
IAA
4
Independent Advisor Alliance
North Carolina
$3.38M
5
GSEP
5
Golden State Equity Partners
California
$3.13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$123M
2
BFG
2
Beacon Financial Group
Texas
$4.15M
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$504K
4
Jane Street
4
Jane Street
New York
$961K
5
NS
5
NBC Securities
Alabama
$2.45K
Name Holding Trade Value Shares
Change 		Shares
Change %
HBS
26
Howard Bailey Securities
Indiana
$6.24M +$379K +8,837 +6%
Stifel Financial
27
Stifel Financial
Missouri
$5.88M -$593K -13,815 -9%
WA
28
Waverly Advisors
Alabama
$5.45M +$579K +13,481 +12%
KPWS
29
Kestra Private Wealth Services
Texas
$5.34M +$1.42M +33,118 +36%
RA
30
RFG Advisory
Alabama
$5.08M -$434K -10,102 -8%
FIM
31
Freedom Investment Management
Connecticut
$5M -$250K -5,819 -5%
OPWM
32
Oxinas Partners Wealth Management
Indiana
$4.44M +$444K +10,334 +11%
SFG
33
SNS Financial Group
Minnesota
$4.19M -$123K -2,870 -3%
BFG
34
Beacon Financial Group
Texas
$4.15M -$3.56M -82,887 -46%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$3.91M +$2.84M +66,270 +268%
Osaic Holdings
36
Osaic Holdings
Arizona
$3.61M -$15.2K -354 -0.4%
IAA
37
Independent Advisor Alliance
North Carolina
$3.38M +$3.38M +78,660 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$3.33M +$275K +6,418 +9%
AA
39
Armis Advisers
Georgia
$3.17M +$3.17M +73,936 New
GSEP
40
Golden State Equity Partners
California
$3.13M +$3.13M +72,982 New
Citadel Advisors
41
Citadel Advisors
Florida
$3.05M +$152K +3,547 +5%
AFTS
42
American Financial & Tax Strategies
New York
$2.98M – – –
WIM
43
WealthPlan Investment Management
Nebraska
$2.82M -$107K -2,500 -4%
MML Investors Services
44
MML Investors Services
Massachusetts
$2.74M -$17K -397 -0.6%
Wells Fargo
45
Wells Fargo
California
$2.72M +$31K +723 +1%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$2.65M +$259K +6,027 +11%
GSWM
47
Golden State Wealth Management
California
$2.36M +$2.36M +55,046 New
GFG
48
Goldstone Financial Group
Illinois
$2.2M +$314K +7,305 +17%
JSL
49
JT Stratford LLC
Georgia
$2.13M +$257K +5,977 +14%
SG
50
Sharper & Granite
California
$2.1M +$23.2K +540 +1%
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