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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

146 hedge funds and large institutions have $957M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 73 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.95%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
15
Increased
73
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$27.5M
2
LPL Financial
LPL Financial
California
+$20.5M
3
AAS
Avantax Advisory Services
Texas
+$6.53M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.21M
5
PI
PFS Investments
Georgia
+$6.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$49.7M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$20.6M
3
DWM
Darwin Wealth Management
Florida
-$8.44M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.07M
5
ACM
Ashford Capital Management
Delaware
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
51
Golden State Wealth Management
California
$2.72M -$2.12M -39,466 -44%
PCWA
52
Pacific Capital Wealth Advisors
California
$2.7M +$354K +6,576 +15%
TC
53
Trilogy Capital
California
$2.68M +$137K +2,548 +5%
Truist Financial
54
Truist Financial
North Carolina
$2.62M +$11.6K +216 +0.4%
RIG
55
Roosevelt Investment Group
New York
$2.6M +$853K +15,859 +49%
VWM
56
Vigilare Wealth Management
Arizona
$2.5M -$5.44K -101 -0.2%
IWC
57
Integrated Wealth Concepts
Massachusetts
$2.38M +$437K +8,130 +23%
IF
58
Intrua Financial
Texas
$2.18M +$218K +4,076 +11%
PAG
59
Private Advisor Group
New Jersey
$2.14M +$449K +8,339 +27%
IWA
60
Inspirion Wealth Advisors
Illinois
$2.09M +$1.05M +19,420 +100%
SPC
61
Sigma Planning Corp
Michigan
$1.96M +$536K +9,958 +38%
BCI
62
Brinker Capital Investments
Pennsylvania
$1.88M -$245K -4,550 -12%
SW
63
SlateStone Wealth
Florida
$1.82M -$1.08M -20,126 -37%
22CM
64
20/20 Capital Management
California
$1.76M +$11.9K +222 +0.7%
MIAN
65
Mariner Independent Advisor Network
Kansas
$1.76M +$1.09M +20,209 +163%
FFS
66
Founders Financial Securities
Maryland
$1.73M +$1.73M +32,081 New
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$1.69M +$1.69M +31,436 New
UCFA
68
United Capital Financial Advisors
Texas
$1.6M +$1.07M +19,866 +201%
AF
69
Advisornet Financial
Minnesota
$1.41M +$298K +5,525 +27%
ACP
70
Aveo Capital Partners
Colorado
$1.29M +$346K +6,438 +37%
VRM
71
Vectors Research Management
New York
$1.27M -$65.2K -1,212 -5%
FAIM
72
Financial Advocates Investment Management
Washington
$1.16M -$1.83K -34 -0.2%
IWP
73
IAG Wealth Partners
Wisconsin
$1.05M -$48K -891 -4%
FFA
74
First Foundation Advisors
California
$1.05M -$46.1K -857 -4%
MFG
75
Merit Financial Group
Georgia
$1.03M -$810K -15,058 -44%
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