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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

79 hedge funds and large institutions have $436M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

23% more capital invested

Capital invested by funds: $354M → $436M (+$82.3M)

7% more funds holding

Funds holding: 74 → 79 (+5)

2.65% less ownership

Funds ownership: 65.61% → 62.96% (-2.7%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
14
Increased
39
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$31.2M
2
LPL Financial
LPL Financial
California
+$14.1M
3
PI
PFS Investments
Georgia
+$7.49M
4
HI
Horizon Investments
North Carolina
+$6.66M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.95M

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$6.18M
2
PAG
Private Advisor Group
New Jersey
-$5.42M
3
MGIA
Moneta Group Investment Advisors
Missouri
-$5.38M
4
IDA
Intelligence Driven Advisers
California
-$4.34M
5
LFGH
Lee Financial Group Hawaii
Hawaii
-$4.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
51
Mutual Advisors
Nebraska
$556K -$50.3K -1,002 -8%
IWS
52
Insight Wealth Strategies
California
$539K -$52.9K -1,054 -9%
WIA
53
Westbourne Investment Advisors
Maryland
$539K – – –
CA
54
Cetera Advisors
Colorado
$523K +$513K +10,217 New
ACM
55
AlphaStar Capital Management
North Carolina
$487K +$477K +9,501 New
AF
56
Advisornet Financial
Minnesota
$425K -$149K -2,965 -26%
CAN
57
Claraphi Advisory Network
United States
$395K -$3.31K -66 -0.8%
AAS
58
Avantax Advisory Services
Texas
$377K +$370K +7,361 New
FFG
59
Frisch Financial Group
New York
$317K +$2.46K +49 +0.8%
5L
60
55I LLC
Massachusetts
$306K -$3.36K -67 -1%
RJA
61
Raymond James & Associates
Florida
$301K +$50.2K +1,000 +21%
AWM
62
AE Wealth Management
Kansas
$281K +$275K +5,478 New
CF
63
Centaurus Financial
California
$264K +$246K +4,893 +1,904%
MNBTD
64
Moody National Bank Trust Division
Texas
$238K +$109K +2,181 +89%
WAS
65
Winch Advisory Services
Wisconsin
$232K +$227K +4,528 New
MGIA
66
Moneta Group Investment Advisors
Missouri
$220K -$5.38M -107,145 -96%
AWMG
67
Alliance Wealth Management Group
New Jersey
$208K – – –
TCM
68
Towercrest Capital Management
Pennsylvania
$207K – – –
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$47K +$35.2K +701 +320%
LPWM
70
Lake Point Wealth Management
Texas
$41K – – –
CFD
71
Creative Financial Designs
Indiana
$13K – – –
JFA
72
JNBA Financial Advisors
Minnesota
$7K +$6.83K +136 New
PA
73
Parallel Advisors
California
$5K +$4.42K +88 New
TIM
74
Tortoise Investment Management
New York
$3K +$2.51K +50 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$3K +$2.56K +51 New
1 2
3
4

AGGY Hedge Fund Activity: Q2 2019 in Review

79 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q2 2019, worth a combined $436M — up 23% from $354M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AGGY positions and 8 closed out — a net gain of 6 holders — while 39 added to existing stakes and 17 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $31.2M. The largest seller was Atria Investments, exiting entirely with an estimated $6.18M sold.

  • 79 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q2 2019, up from 74 in Q1 2019.
  • Funds reported $436M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q2 2019, up 23% quarter-over-quarter.
  • 14 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q2 2019 and 8 closed out, a net change of +6 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q2 2019 was Raymond James Financial Services Advisors, an estimated $31.2M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q2 2019 was Atria Investments, an estimated $6.18M sold.

Based on aggregated 13F filings for Q2 2019.