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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

74 hedge funds and large institutions have $354M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

89% more capital invested

Capital invested by funds: $187M → $354M (+$167M)

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

17% more funds holding

Funds holding: 63 → 74 (+11)

15.26% more ownership

Funds ownership: 50.35% → 65.61% (+15%)

Holders
74
Holders Change
+11
Holders Change %
+17.46%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
20
Increased
33
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$47.5M
2
PI
PFS Investments
Georgia
+$31.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$17.4M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$9.76M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.13M

Top Sellers

Rank Fund Capital Flow
1
AWM
Apollon Wealth Management
South Carolina
-$4.13M
2
Morgan Stanley
Morgan Stanley
New York
-$2.09M
3
LPWM
Lake Point Wealth Management
Texas
-$1.67M
4
IA
IFP Advisors
Florida
-$1.41M
5
CFA
Capstone Financial Advisors
Illinois
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
51
Founders Financial Securities
Maryland
$543K +$533K +10,891 New
WIA
52
Westbourne Investment Advisors
Maryland
$525K – – –
Wells Fargo
53
Wells Fargo
California
$522K +$188K +3,847 +58%
CI
54
CX Institutional
Indiana
$486K +$53.5K +1,094 +13%
CAN
55
Claraphi Advisory Network
United States
$387K -$11.8K -242 -3%
FFG
56
Frisch Financial Group
New York
$306K +$300K +6,137 New
5L
57
55I LLC
Massachusetts
$301K -$30K -614 -9%
CA
58
Continuum Advisory
Idaho
$274K -$792K -16,205 -75%
RJA
59
Raymond James & Associates
Florida
$243K -$19.1K -390 -7%
LA
60
LexAurum Advisors
Kansas
$236K +$232K +4,741 New
AWMG
61
Alliance Wealth Management Group
New Jersey
$202K +$198K +4,050 New
TCM
62
Towercrest Capital Management
Pennsylvania
$201K +$198K +4,050 New
TWA
63
TCI Wealth Advisors
Arizona
$193K +$189K +3,871 New
MNBTD
64
Moody National Bank Trust Division
Texas
$123K +$120K +2,464 New
IA
65
IFP Advisors
Florida
$52K -$1.41M -28,815 -96%
LPWM
66
Lake Point Wealth Management
Texas
$41K -$1.67M -34,065 -98%
CFD
67
Creative Financial Designs
Indiana
$12K – – –
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$11K +$1.03K +21 +11%
CF
69
Centaurus Financial
California
$5.15K -$66.9K -1,369 -84%
HGWM
70
Harvest Group Wealth Management
Massachusetts
$3K +$2.59K +53 New
WP
71
WealthShield Partners
North Carolina
$2K – – –
NR
72
Newfound Research
Massachusetts
$1K +$49 +1 +4%
BlackRock
73
BlackRock
New York
$1K +$1.32K +27 New
CFA
74
Capstone Financial Advisors
Illinois
– -$1.34M -27,842 Closed
RCA
75
Rowland Carmichael Advisors
Arizona
– -$1.12M -23,209 Closed
1 2
3
4

AGGY Hedge Fund Activity: Q1 2019 in Review

74 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2019, worth a combined $354M — up 89% from $187M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AGGY positions and 8 closed out — a net gain of 12 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $47.5M. The largest seller was Apollon Wealth Management, cutting an estimated $4.13M.

  • 74 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2019, up from 63 in Q4 2018.
  • Funds reported $354M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2019, up 89% quarter-over-quarter.
  • 20 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2019 and 8 closed out, a net change of +12 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2019 was Horizon Investments, an estimated $47.5M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2019 was Apollon Wealth Management, an estimated $4.13M sold.

Based on aggregated 13F filings for Q1 2019.