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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

174 hedge funds and large institutions have $774M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-11
Holders Change %
-5.95%
% of All Funds
2.75%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
64
Reduced
77
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
$46.4M
2
RA
RFG Advisory
Alabama
$92.8M
3
SC
Savant Capital
Illinois
$16.7M
4
LPL Financial
LPL Financial
California
$75.5M
5
CFA
Capstone Financial Advisors
Illinois
$15.3M

Top Sellers

1
PWMG
Prestige Wealth Management Group
New Jersey
$23.8M
2
Wells Fargo
Wells Fargo
California
$4.11M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
AAS
Avantax Advisory Services
Texas
$2.66M
5
GSEP
Golden State Equity Partners
California
$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
51
Golden State Wealth Management
California
$2.36M +$508K +10,618 +27%
SCM
52
Southport Capital Management
Tennessee
$2.29M -$3.75M -78,459 -62%
MA
53
Mutual Advisors
Nebraska
$2.15M +$1.25M +26,223 +139%
SFG
54
StrategIQ Financial Group
Indiana
$2.13M -$205K -4,281 -9%
FFWM
55
Future Financial Wealth Management
Ohio
$2.04M +$149K +3,108 +8%
PCWA
56
Pacific Capital Wealth Advisors
California
$2M -$21.4K -447 -1%
FHA
57
Flagship Harbor Advisors
Massachusetts
$1.91M -$9.14K -191 -0.5%
T
58
TRUADVICE
Florida
$1.87M -$7.82K -173 -0.4%
GAG
59
Goodman Advisory Group
Massachusetts
$1.71M -$31.9K -667 -2%
FFA
60
First Foundation Advisors
California
$1.61M +$29.5K +617 +2%
IA
61
Insight Advisors
Pennsylvania
$1.57M -$526K -10,999 -25%
CWA
62
Centennial Wealth Advisory
Michigan
$1.44M +$134K +2,809 +10%
KAS
63
Kestra Advisory Services
Texas
$1.28M -$23.5K -492 -2%
FAIM
64
Financial Advocates Investment Management
Washington
$1.27M -$129K -2,689 -9%
BZWA
65
Blue Zone Wealth Advisors
California
$1.26M -$672K -14,048 -35%
ACK
66
Andrew C. Karlinski
$1.17M +$43.1K +900 +4%
5L
67
55I LLC
Massachusetts
$1.16M +$670K +14,006 +138%
Ameriprise
68
Ameriprise
Minnesota
$1.1M +$581K +12,134 +111%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$984K -$252K -5,275 -20%
CRI
70
Colonial River Investments
Virginia
$931K -$729K -15,237 -44%
MLA
71
My Legacy Advisors
Oregon
$907K +$907K +18,946 New
PA
72
PFG Advisors
Arizona
$905K -$240K -5,015 -21%
IF
73
Intrua Financial
Texas
$872K -$144K -3,011 -14%
BFG
74
Beacon Financial Group
Texas
$841K +$39.4K +822 +5%
IWN
75
Independent Wealth Network
Iowa
$741K +$43.4K +907 +6%
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