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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

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
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

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$31.9M
2
LPL Financial
LPL Financial
California
+$14.4M
3
PI
PFS Investments
Georgia
+$7.65M
4
HI
Horizon Investments
North Carolina
+$6.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.06M

Top Sellers

1
AI
Atria Investments
North Carolina
-$6.19M
2
PAG
Private Advisor Group
New Jersey
-$5.53M
3
MGIA
Moneta Group Investment Advisors
Missouri
-$5.49M
4
IDA
Intelligence Driven Advisers
California
-$4.43M
5
LFGH
Lee Financial Group Hawaii
Hawaii
-$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
Mutual Advisors
Nebraska
$556K -$51.3K -1,002 -8%
IWS
52
Insight Wealth Strategies
California
$539K -$54K -1,054 -9%
WIA
53
Westbourne Investment Advisors
Maryland
$539K – – –
CA
54
Cetera Advisors
Colorado
$523K +$523K +10,217 New
ACM
55
AlphaStar Capital Management
North Carolina
$487K +$487K +9,501 New
AF
56
Advisornet Financial
Minnesota
$425K -$152K -2,965 -26%
CAN
57
Claraphi Advisory Network
United States
$395K -$3.38K -66 -0.8%
AAS
58
Avantax Advisory Services
Texas
$377K +$377K +7,361 New
FFG
59
Frisch Financial Group
New York
$317K +$2.51K +49 +0.8%
5L
60
55I LLC
Massachusetts
$306K -$3.43K -67 -1%
RJA
61
Raymond James & Associates
Florida
$301K +$51.2K +1,000 +21%
AWM
62
AE Wealth Management
Kansas
$281K +$281K +5,478 New
CF
63
Centaurus Financial
California
$264K +$251K +4,893 +1,904%
MNBTD
64
Moody National Bank Trust Division
Texas
$238K +$112K +2,181 +89%
WAS
65
Winch Advisory Services
Wisconsin
$232K +$232K +4,528 New
MGIA
66
Moneta Group Investment Advisors
Missouri
$220K -$5.49M -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 +$35.8K +701 +320%
LPWM
70
Lake Point Wealth Management
Texas
$41K – – –
CFD
71
Creative Financial Designs
Indiana
$13K – – –
JFA
72
JNBA Financial Advisors
Minnesota
$7K +$7K +136 New
PA
73
Parallel Advisors
California
$5K +$5K +88 New
TIM
74
Tortoise Investment Management
New York
$3K +$3K +50 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$3K +$3K +51 New
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