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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

128 hedge funds and large institutions have $678M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

165% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 23

29% more funds holding

Funds holding: 99 → 128 (+29)

20% more capital invested

Capital invested by funds: $564M → $678M (+$114M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

3.52% more ownership

Funds ownership: 61.72% → 65.23% (+3.5%)

Holders
128
Holders Change
+29
Holders Change %
+29.29%
% of All Funds
2.52%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
36
Increased
61
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMA
Miracle Mile Advisors
California
+$37.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.4M
3
Wells Fargo
Wells Fargo
California
+$11.2M
4
BAAM
Baker Avenue Asset Management
California
+$3.08M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$27.1M
2
AWS
AJ Wealth Strategies
New York
-$15.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$10.8M
4
PAG
Private Advisor Group
New Jersey
-$7.26M
5
Jane Street
Jane Street
New York
-$6.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$2.04M +$84.4K +1,616 +4%
VWM
52
Vigilare Wealth Management
Arizona
$1.96M +$1.93M +36,883 New
AAS
53
Avantax Advisory Services
Texas
$1.85M +$1.01M +19,271 +120%
WFA
54
Wade Financial Advisory
California
$1.84M +$1.84M +35,223 New
AWM
55
Apollon Wealth Management
South Carolina
$1.8M +$307K +5,884 +21%
IAA
56
Independent Advisor Alliance
North Carolina
$1.67M +$1.67M +31,908 New
RIA
57
Realta Investment Advisors
Delaware
$1.57M +$393K +7,526 +33%
Creative Planning
58
Creative Planning
Kansas
$1.26M +$220K +4,216 +21%
IWP
59
IAG Wealth Partners
Wisconsin
$1.23M +$1.23M +23,499 New
FFS
60
Founders Financial Securities
Maryland
$1.21M +$35.4K +678 +3%
CA
61
Cetera Advisors
Colorado
$1.16M +$272K +5,218 +31%
FAIM
62
Financial Advocates Investment Management
Washington
$1.16M +$1.16M +22,124 New
MML Investors Services
63
MML Investors Services
Massachusetts
$1.15M +$506K +9,699 +79%
AF
64
Advisornet Financial
Minnesota
$965K +$36.3K +696 +4%
HC
65
HNP Capital
New York
$951K +$535K +10,254 +131%
FAAS
66
First Allied Advisory Services
California
$921K +$575K +11,013 +168%
VRM
67
Vectors Research Management
New York
$880K +$879K +16,839 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$877K +$617K +11,814 +238%
1IA
69
1834 Investment Advisors
Wisconsin
$777K -$1.83K -35 -0.2%
WAS
70
Winch Advisory Services
Wisconsin
$745K +$4.91K +94 +0.7%
BFG
71
Beacon Financial Group
Texas
$740K +$739K +14,159 New
BRWA
72
B. Riley Wealth Advisors
Florida
$704K +$52.9K +1,013 +8%
William Blair & Company
73
William Blair & Company
Illinois
$676K +$1.04K +20 +0.2%
ACM
74
AlphaStar Capital Management
North Carolina
$639K +$31.4K +601 +5%
MA
75
Mutual Advisors
Nebraska
$623K +$39.8K +762 +7%
1 2
3
4 5

AGGY Hedge Fund Activity: Q4 2019 in Review

128 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2019, worth a combined $678M — up 20% from $564M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AGGY positions and 6 closed out — a net gain of 30 holders — while 61 added to existing stakes and 23 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $37.7M. The largest seller was Horizon Investments, cutting an estimated $27.1M.

  • 128 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2019, up from 99 in Q3 2019.
  • Funds reported $678M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2019, up 20% quarter-over-quarter.
  • 36 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2019 and 6 closed out, a net change of +30 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2019 was Miracle Mile Advisors, an estimated $37.7M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2019 was Horizon Investments, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2019.