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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

99 hedge funds and large institutions have $564M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
2.17%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
25
Increased
47
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$34.2M
2
AWS
AJ Wealth Strategies
New York
+$31.3M
3
PI
PFS Investments
Georgia
+$9.22M
4
Jane Street
Jane Street
New York
+$6.13M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.93M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$9.95M
2
HI
Horizon Investments
North Carolina
-$8.43M
3
IDA
Intelligence Driven Advisers
California
-$2.73M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.61M
5
3AM
3D Asset Management
Connecticut
-$963K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$888K +$354K +6,762 +66%
AAS
52
Avantax Advisory Services
Texas
$835K +$452K +8,683 +118%
1IA
53
1834 Investment Advisors
Wisconsin
$779K -$3.56K -68 -0.5%
WAS
54
Winch Advisory Services
Wisconsin
$741K +$504K +9,644 +213%
AW
55
ACG Wealth
Georgia
$724K -$9.72K -186 -1%
William Blair & Company
56
William Blair & Company
Illinois
$675K +$1.05K +20 +0.2%
BRWA
57
B. Riley Wealth Advisors
Florida
$651K +$76.6K +1,464 +13%
MML Investors Services
58
MML Investors Services
Massachusetts
$641K +$641K +12,254 New
ACM
59
AlphaStar Capital Management
North Carolina
$608K +$111K +2,121 +22%
CL
60
Cabana LLC
Arkansas
$600K +$600K +11,481 New
IWS
61
Insight Wealth Strategies
California
$599K +$48.7K +932 +9%
MA
62
Mutual Advisors
Nebraska
$584K +$16.5K +315 +3%
SFG
63
SNS Financial Group
Minnesota
$581K -$9.42K -180 -2%
IDA
64
Intelligence Driven Advisers
California
$572K -$2.73M -52,162 -83%
CI
65
CX Institutional
Indiana
$572K +$1.99K +38 +0.3%
NEIRG
66
New England Investment & Retirement Group
Massachusetts
$572K +$572K +10,933 New
WIA
67
Westbourne Investment Advisors
Maryland
$550K – – –
HC
68
HNP Capital
New York
$413K +$413K +7,842 New
CAN
69
Claraphi Advisory Network
United States
$389K -$14.4K -275 -4%
FAAS
70
First Allied Advisory Services
California
$342K +$342K +6,538 New
FFG
71
Frisch Financial Group
New York
$339K +$15.7K +300 +5%
IWA
72
Inspirion Wealth Advisors
Illinois
$333K +$333K +6,373 New
RJA
73
Raymond James & Associates
Florida
$309K +$1.88K +36 +0.6%
5L
74
55I LLC
Massachusetts
$307K -$5.54K -106 -2%
FA
75
Faithward Advisors
Pennsylvania
$296K +$296K +5,668 New
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3
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