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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

145 hedge funds and large institutions have $656M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+5
Holders Change %
+3.57%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
45
Reduced
62
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$110M
2
SI
2
SimpliFi Inc
California
$41M
3
SC
3
Savant Capital
Illinois
$79.6M
4
LPL Financial
4
LPL Financial
California
$76.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$10.8M

Top Sellers

1
AWS
1
AJ Wealth Strategies
New York
$1.59M
2
RA
2
RFG Advisory
Alabama
$6.74M
3
MMA
3
Miracle Mile Advisors
California
$2.34M
4
TC
4
Trilogy Capital
California
$28.1M
5
KW
5
KWB Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
51
StrategIQ Financial Group
Indiana
$1.36M -$119K -2,797 -8%
AAS
52
Avantax Advisory Services
Texas
$1.31M +$38.1K +893 +3%
FFG
53
Ford Financial Group
California
$1.22M -$117K -2,745 -9%
MFG
54
Merit Financial Group
Georgia
$1.12M +$1.12M +26,261 New
SPIA
55
Steward Partners Investment Advisory
New York
$1.11M +$1.11M +25,950 New
CWA
56
Centennial Wealth Advisory
Michigan
$1.06M -$111K -2,611 -10%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$985K +$543K +12,720 +123%
IA
58
Insight Advisors
Pennsylvania
$874K +$8.92K +208 +1%
MWM
59
Meridian Wealth Management
Kentucky
$839K -$96.8K -2,270 -10%
Betterment LLC
60
Betterment LLC
New York
$808K +$39.1K +918 +5%
CWM
61
Collaborative Wealth Management
Florida
$796K +$73.1K +1,714 +10%
Mariner
62
Mariner
Kansas
$795K -$356K -8,352 -31%
IWN
63
Independent Wealth Network
Iowa
$795K +$53K +1,242 +7%
BFG
64
Beacon Financial Group
Texas
$771K -$6.96K -163 -0.9%
IFWM
65
Institute for Wealth Management
Colorado
$755K +$480K +11,253 +174%
OMC
66
Old Mission Capital
Illinois
$733K +$733K +17,180 New
CA
67
Cetera Advisors
Colorado
$644K +$52.8K +1,239 +9%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$631K +$631K +14,784 New
IF
69
Intrua Financial
Texas
$628K +$55.9K +1,261 +10%
WWM
70
Western Wealth Management
Colorado
$575K -$239K -5,596 -29%
PFG
71
Pinnacle Financial Group
Illinois
$566K -$69.5K -1,630 -11%
CAN
72
Cetera Advisor Networks
California
$563K +$563K +13,195 New
MWM
73
Maripau Wealth Management
Indiana
$539K -$532 -12 -0.1%
BZWA
74
Blue Zone Wealth Advisors
California
$479K -$110K -2,584 -19%
PCA
75
Prosperity Capital Advisors
Ohio
$448K +$448K +10,508 New
1 2
3
4 5