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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

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

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

29% more capital invested

Capital invested by funds: $436M → $564M (+$128M)

25% more funds holding

Funds holding: 79 → 99 (+20)

1.24% less ownership

Funds ownership: 62.96% → 61.72% (-1.2%)

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

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$34M
2
AWS
AJ Wealth Strategies
New York
+$31.1M
3
PI
PFS Investments
Georgia
+$9.16M
4
Jane Street
Jane Street
New York
+$6.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$9.95M
2
HI
Horizon Investments
North Carolina
-$8.4M
3
IDA
Intelligence Driven Advisers
California
-$2.71M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.6M
5
3AM
3D Asset Management
Connecticut
-$957K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Cetera Advisors
Colorado
$888K +$351K +6,762 +66%
AAS
52
Avantax Advisory Services
Texas
$835K +$451K +8,683 +118%
1IA
53
1834 Investment Advisors
Wisconsin
$779K -$3.53K -68 -0.5%
WAS
54
Winch Advisory Services
Wisconsin
$741K +$501K +9,644 +213%
AW
55
ACG Wealth
Georgia
$724K -$9.67K -186 -1%
William Blair & Company
56
William Blair & Company
Illinois
$675K +$1.04K +20 +0.2%
BRWA
57
B. Riley Wealth Advisors
Florida
$651K +$76.1K +1,464 +13%
MML Investors Services
58
MML Investors Services
Massachusetts
$641K +$637K +12,254 New
ACM
59
AlphaStar Capital Management
North Carolina
$608K +$110K +2,121 +22%
CL
60
Cabana LLC
Arkansas
$600K +$597K +11,481 New
IWS
61
Insight Wealth Strategies
California
$599K +$48.4K +932 +9%
MA
62
Mutual Advisors
Nebraska
$584K +$16.4K +315 +3%
SFG
63
SNS Financial Group
Minnesota
$581K -$9.36K -180 -2%
IDA
64
Intelligence Driven Advisers
California
$572K -$2.71M -52,162 -83%
CI
65
CX Institutional
Indiana
$572K +$1.98K +38 +0.3%
NEIRG
66
New England Investment & Retirement Group
Massachusetts
$572K +$568K +10,933 New
WIA
67
Westbourne Investment Advisors
Maryland
$550K – – –
HC
68
HNP Capital
New York
$413K +$408K +7,842 New
CAN
69
Claraphi Advisory Network
United States
$389K -$14.3K -275 -4%
FAAS
70
First Allied Advisory Services
California
$342K +$340K +6,538 New
FFG
71
Frisch Financial Group
New York
$339K +$15.6K +300 +5%
IWA
72
Inspirion Wealth Advisors
Illinois
$333K +$331K +6,373 New
RJA
73
Raymond James & Associates
Florida
$309K +$1.87K +36 +0.6%
5L
74
55I LLC
Massachusetts
$307K -$5.51K -106 -2%
FA
75
Faithward Advisors
Pennsylvania
$296K +$295K +5,668 New
1 2
3
4 5

AGGY Hedge Fund Activity: Q3 2019 in Review

99 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2019, worth a combined $564M — up 29% from $436M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AGGY positions and 4 closed out — a net gain of 21 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $34M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $9.95M sold.

  • 99 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2019, up from 79 in Q2 2019.
  • Funds reported $564M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2019, up 29% quarter-over-quarter.
  • 25 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2019 and 4 closed out, a net change of +21 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2019 was Raymond James Financial Services Advisors, an estimated $34M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2019 was Bank of Nova Scotia, an estimated $9.95M sold.

Based on aggregated 13F filings for Q3 2019.