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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

166 hedge funds and large institutions have $813M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

29% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 51

13% more funds holding

Funds holding: 147 → 166 (+19)

1.96% less ownership

Funds ownership: 71.42% → 69.46% (-2%)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

15% less capital invested

Capital invested by funds: $957M → $813M (-$144M)

Holders
166
Holders Change
+19
Holders Change %
+12.93%
% of All Funds
2.94%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
33
Increased
66
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$17.1M
2
AWM
AE Wealth Management
Kansas
+$15.6M
3
SI
SimpliFi Inc
California
+$13.3M
4
LPL Financial
LPL Financial
California
+$9.68M
5
PAG
Private Advisor Group
New Jersey
+$7.04M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$71.3M
2
PI
PFS Investments
Georgia
-$41.2M
3
Jane Street
Jane Street
New York
-$36.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.5M
5
LFGH
Lee Financial Group Hawaii
Hawaii
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$2.58M +$207K +3,852 +9%
SPC
52
Sigma Planning Corp
Michigan
$2.38M +$420K +7,827 +21%
GSWM
53
Golden State Wealth Management
California
$2.37M -$348K -6,479 -13%
DWM
54
Darwin Wealth Management
Florida
$2.31M -$766K -14,282 -25%
OMC
55
Old Mission Capital
Illinois
$2.29M +$1.41M +26,231 +159%
KFP
56
KMG Fiduciary Partners
Ohio
$2.24M -$676K -12,598 -23%
IWA
57
Inspirion Wealth Advisors
Illinois
$2.19M +$102K +1,903 +5%
MIAN
58
Mariner Independent Advisor Network
Kansas
$2.17M +$422K +7,869 +24%
RIA
59
Regal Investment Advisors
Michigan
$2.15M +$2.15M +40,075 New
TC
60
Trilogy Capital
California
$2.11M -$564K -10,520 -21%
IF
61
Intrua Financial
Texas
$2.11M -$82.4K -1,536 -4%
WFA
62
Wade Financial Advisory
California
$2.09M -$848K -15,816 -29%
RIG
63
Roosevelt Investment Group
New York
$2.05M -$538K -10,037 -21%
GSEP
64
Golden State Equity Partners
California
$2.02M +$2.02M +37,712 New
IA
65
Insight Advisors
Pennsylvania
$1.81M +$1.81M +33,749 New
CWA
66
Centennial Wealth Advisory
Michigan
$1.77M +$1.77M +32,917 New
Truist Financial
67
Truist Financial
North Carolina
$1.71M -$901K -16,805 -35%
FPIS
68
Financial Planning & Information Services
Wisconsin
$1.68M +$836K +15,578 +99%
UCFA
69
United Capital Financial Advisors
Texas
$1.6M +$4.99K +93 +0.3%
BCI
70
Brinker Capital Investments
Pennsylvania
$1.58M -$296K -5,513 -16%
FFWM
71
Future Financial Wealth Management
Ohio
$1.45M +$1.45M +26,967 New
Renaissance Technologies
72
Renaissance Technologies
New York
$1.44M +$1.44M +26,800 New
FFA
73
First Foundation Advisors
California
$1.3M +$256K +4,765 +24%
AIC
74
Ameritas Investment Company
Nebraska
$1.2M +$1.2M +22,333 New
FAIM
75
Financial Advocates Investment Management
Washington
$1.19M +$34.9K +651 +3%
1 2
3
4 5

AGGY Hedge Fund Activity: Q4 2020 in Review

166 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2020, worth a combined $813M — down 15% from $957M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AGGY positions and 12 closed out — a net gain of 21 holders — while 66 added to existing stakes and 51 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $17.1M. The largest seller was Horizon Investments, exiting entirely with an estimated $71.3M sold.

  • 166 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2020, up from 147 in Q3 2020.
  • Funds reported $813M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2020, down 15% quarter-over-quarter.
  • 33 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2020 and 12 closed out, a net change of +21 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2020 was Citadel Advisors, an estimated $17.1M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2020 was Horizon Investments, an estimated $71.3M sold.

Based on aggregated 13F filings for Q4 2020.