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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

147 hedge funds and large institutions have $657M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
52
Reduced
48
Closed
12
Calls
$43K
Puts
$43K
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$24M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.3M
3
SF
3
Symphony Financial
Texas
$5.28M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.63M
5
WP
5
WealthPLAN Partners
Nebraska
$3.12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$116M
2
LPL Financial
2
LPL Financial
California
$64.5M
3
Jane Street
3
Jane Street
New York
$16.7M
4
SC
4
Savant Capital
Illinois
$58.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Western Wealth Management
Colorado
$775K +$46.1K +1,070 +6%
Betterment LLC
52
Betterment LLC
New York
$769K -$94.2K -2,186 -11%
GWSG
53
GPS Wealth Strategies Group
Colorado
$766K -$247K -5,727 -24%
TWM
54
Trinity Wealth Management
Pennsylvania
$763K +$75.7K +1,756 +11%
BFG
55
Beacon Financial Group
Texas
$752K +$8.94K +208 +1%
CAN
56
Cetera Advisor Networks
California
$710K +$55.9K +1,297 +9%
CA
57
Cetera Advisors
Colorado
$700K +$73.1K +1,697 +12%
MFG
58
Merit Financial Group
Georgia
$640K -$476K -11,044 -43%
MWM
59
Meridian Wealth Management
Kentucky
$637K -$173K -4,011 -21%
IF
60
Intrua Financial
Texas
$608K +$3.45K +80 +0.6%
GSEP
61
Golden State Equity Partners
California
$604K -$1.84M -42,866 -75%
PFG
62
Pinnacle Financial Group
Illinois
$600K – – –
GFG
63
Goldstone Financial Group
Illinois
$560K +$111K +2,566 +25%
PCA
64
Prosperity Capital Advisors
Ohio
$552K +$81.5K +1,891 +17%
CA
65
Claro Advisors
Massachusetts
$543K +$58.3K +1,354 +12%
Mariner
66
Mariner
Kansas
$537K +$537K +12,458 New
KFG
67
Kingdom Financial Group
Arizona
$529K +$529K +12,285 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$518K +$94.3K +2,189 +22%
IWP
69
Invenio Wealth Partners
Florida
$513K +$513K +11,900 New
MWM
70
Maripau Wealth Management
Indiana
$505K -$1.25K -29 -0.2%
IWM
71
IHT Wealth Management
Illinois
$494K +$155K +3,602 +46%
WCFA
72
Walkner Condon Financial Advisors
Wisconsin
$490K -$17.5K -407 -3%
Stifel Financial
73
Stifel Financial
Missouri
$484K +$484K +11,240 New
CWM
74
Collaborative Wealth Management
Florida
$483K -$34.8K -807 -7%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$480K -$2.77M -64,311 -85%
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