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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

165 hedge funds and large institutions have $812M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
2.93%
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
65
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$17.2M
2
AWM
AE Wealth Management
Kansas
+$15.6M
3
SI
SimpliFi Inc
California
+$13.3M
4
LPL Financial
LPL Financial
California
+$9.69M
5
PAG
Private Advisor Group
New Jersey
+$7.05M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$71.3M
2
PI
PFS Investments
Georgia
-$40.7M
3
Jane Street
Jane Street
New York
-$36.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.6M
5
LFGH
Lee Financial Group Hawaii
Hawaii
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$767K -14,282 -25%
OMC
55
Old Mission Capital
Illinois
$2.29M +$1.41M +26,231 +159%
KFP
56
KMG Fiduciary Partners
Ohio
$2.24M -$675K -12,598 -23%
IWA
57
Inspirion Wealth Advisors
Illinois
$2.19M +$102K +1,903 +5%
MIAN
58
Mariner Independent Advisor Network
Kansas
$2.18M +$422K +7,869 +24%
RIA
59
Regal Investment Advisors
Michigan
$2.15M +$2.15M +40,075 New
TC
60
Trilogy Capital
California
$2.11M -$565K -10,520 -21%
IF
61
Intrua Financial
Texas
$2.11M -$82.5K -1,536 -4%
WFA
62
Wade Financial Advisory
California
$2.09M -$849K -15,816 -29%
RIG
63
Roosevelt Investment Group
New York
$2.05M -$539K -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 -$902K -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 +$35K +651 +3%
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3
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