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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

171 hedge funds and large institutions have $719M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-4
Holders Change %
-2.29%
% of All Funds
2.99%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
16
Increased
69
Reduced
61
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$30.2M
2
RA
2
RFG Advisory
Alabama
$42.1M
3
JFS
3
JD Financial Services
Pennsylvania
$12.5M
4
AWM
4
AE Wealth Management
Kansas
$35.6M
5
Barclays
5
Barclays
United Kingdom
$5.24M

Top Sellers

1
SI
1
SimpliFi Inc
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HFS
3
Horizon Financial Services
North Carolina
$4.43M
4
MMA
4
Miracle Mile Advisors
California
$32.1M
5
NRI
5
NFP Retirement Inc
California
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
51
Inspirion Wealth Advisors
Illinois
$2.64M +$130K +2,481 +5%
MIAN
52
Mariner Independent Advisor Network
Kansas
$2.52M +$26.1K +500 +1%
FFA
53
First Foundation Advisors
California
$2.49M +$1.08M +20,733 +77%
PCWA
54
Pacific Capital Wealth Advisors
California
$2.42M -$140K -2,685 -5%
WFA
55
Wade Financial Advisory
California
$2.35M +$298K +5,703 +14%
IA
56
Insight Advisors
Pennsylvania
$2.21M +$229K +4,326 +12%
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$2.19M -$1.08M -20,649 -33%
CAN
58
Cetera Advisor Networks
California
$2.04M +$2.04M +39,013 New
MML Investors Services
59
MML Investors Services
Massachusetts
$2.01M +$839K +16,072 +71%
FFWM
60
Future Financial Wealth Management
Ohio
$1.93M +$500K +9,575 +35%
TC
61
Trilogy Capital
California
$1.87M -$55.7K -1,061 -3%
IF
62
Intrua Financial
Texas
$1.85M -$78.3K -1,493 -4%
AIC
63
Ameritas Investment Company
Nebraska
$1.77M +$61.6K +227 +4%
KAS
64
Kestra Advisory Services
Texas
$1.74M -$4.98M -95,481 -74%
CWA
65
Centennial Wealth Advisory
Michigan
$1.6M +$479K +9,177 +43%
CRI
66
Colonial River Investments
Virginia
$1.58M +$209K +4,006 +15%
CWM
67
Cornerstone Wealth Management
Missouri
$1.55M +$546K +10,452 +54%
RJA
68
Raymond James & Associates
Florida
$1.48M +$271K +5,191 +22%
VWM
69
Vigilare Wealth Management
Arizona
$1.47M -$362K -6,933 -20%
FAIM
70
Financial Advocates Investment Management
Washington
$1.29M +$27.8K +532 +2%
NA
71
NewEdge Advisors
Louisiana
$1.26M +$37.6K +721 +3%
PA
72
PFG Advisors
Arizona
$1.24M +$42.8K +820 +4%
UCFA
73
United Capital Financial Advisors
Texas
$1.22M -$51.5K -987 -4%
DWM
74
Darwin Wealth Management
Florida
$1.14M -$215K -4,123 -16%
AI
75
Atria Investments
North Carolina
$1.11M -$236K -4,514 -18%
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