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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

185 hedge funds and large institutions have $780M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.86%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
55
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
$83.3M
2
Creative Planning
Creative Planning
Kansas
$21.1M
3
SFA
Sequoia Financial Advisors
Ohio
$14.6M
4
CFA
Capstone Financial Advisors
Illinois
$7.67M
5
Jane Street
Jane Street
New York
$6.66M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$6.88M
2
PAG
Private Advisor Group
New Jersey
$12.5M
3
ACM
Ashford Capital Management
Delaware
$0
4
UBS Group
UBS Group
Switzerland
$8.66M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$2.42M +$867K +16,771 +56%
WFA
52
Wade Financial Advisory
California
$2.3M +$129K +2,488 +6%
IA
53
Insight Advisors
Pennsylvania
$2.26M -$48.3K -934 -2%
CAN
54
Cetera Advisor Networks
California
$2.25M +$181K +3,503 +9%
PCWA
55
Pacific Capital Wealth Advisors
California
$2.19M -$200K -3,861 -8%
BZWA
56
Blue Zone Wealth Advisors
California
$2.08M -$543K -10,507 -21%
FHA
57
Flagship Harbor Advisors
Massachusetts
$2.08M +$2.08M +40,148 New
T
58
TRUADVICE
Florida
$2.06M +$61.9K +1,248 +3%
FFWM
59
Future Financial Wealth Management
Ohio
$2.02M +$124K +2,415 +7%
GSWM
60
Golden State Wealth Management
California
$2M +$1.68M +32,530 +529%
GAG
61
Goodman Advisory Group
Massachusetts
$1.88M +$1.88M +36,325 New
CRI
62
Colonial River Investments
Virginia
$1.79M +$1.79M +34,699 New
TC
63
Trilogy Capital
California
$1.78M -$19.7K -381 -1%
BA
64
Bridge Advisory
California
$1.72M +$966K +18,693 +129%
FFA
65
First Foundation Advisors
California
$1.71M -$229K -4,436 -12%
CWM
66
Cornerstone Wealth Management
Missouri
$1.58M +$36.5K +705 +2%
OMC
67
Old Mission Capital
Illinois
$1.52M +$1.2M +23,237 +372%
FAIM
68
Financial Advocates Investment Management
Washington
$1.51M +$19.7K +381 +1%
CWA
69
Centennial Wealth Advisory
Michigan
$1.4M -$198K -3,826 -12%
KAS
70
Kestra Advisory Services
Texas
$1.4M -$144K -2,795 -9%
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$1.34M -$477K -9,228 -26%
PA
72
PFG Advisors
Arizona
$1.24M -$18.1K -350 -1%
ACK
73
Andrew C. Karlinski
$1.22M +$1.22M +23,557 New
CWM
74
Collaborative Wealth Management
Florida
$1.14M +$1.14M +22,082 New
IF
75
Intrua Financial
Texas
$1.1M -$581K -11,245 -35%
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