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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

152 hedge funds and large institutions have $770M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
60
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$43.4M
3
UBS Group
3
UBS Group
Switzerland
$29.4M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$17.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.9M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$929K
2
SC
2
Savant Capital
Illinois
$47.6M
3
Jane Street
3
Jane Street
New York
$9.61M
4
LPL Financial
4
LPL Financial
California
$55.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
51
Old Mission Capital
Illinois
$929K -$22.2M -535,415 -96%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$765K +$765K +18,441 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$755K -$156K -3,749 -17%
TWM
54
Trinity Wealth Management
Pennsylvania
$750K +$14.3K +344 +2%
Betterment LLC
55
Betterment LLC
New York
$748K +$7.31K +176 +1%
CA
56
Cetera Advisors
Colorado
$748K +$73.4K +1,769 +11%
GFG
57
Goldstone Financial Group
Illinois
$715K +$175K +4,220 +32%
NS
58
NBC Securities
Alabama
$707K +$707K +17,054 New
Renaissance Technologies
59
Renaissance Technologies
New York
$685K +$349K +8,401 +104%
GWSG
60
GPS Wealth Strategies Group
Colorado
$683K -$54.5K -1,313 -7%
SFG
61
SNS Financial Group
Minnesota
$659K -$320K -7,720 -33%
Creative Planning
62
Creative Planning
Kansas
$658K -$710K -17,111 -52%
CAN
63
Cetera Advisor Networks
California
$628K -$56.2K -1,353 -8%
Cerity Partners
64
Cerity Partners
New York
$625K +$625K +15,049 New
PFG
65
Pinnacle Financial Group
Illinois
$613K +$35.5K +855 +6%
WWM
66
Western Wealth Management
Colorado
$589K -$157K -3,786 -21%
IF
67
Intrua Financial
Texas
$585K -$913 -22 -0.2%
KFG
68
Kingdom Financial Group
Arizona
$572K +$61.6K +1,484 +12%
JSL
69
JT Stratford LLC
Georgia
$556K +$312K +7,507 +127%
IFWM
70
Institute for Wealth Management
Colorado
$552K -$313K -7,549 -36%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$540K +$41.1K +990 +8%
CA
72
Claro Advisors
Massachusetts
$527K +$3.24K +78 +0.6%
WCFA
73
Walkner Condon Financial Advisors
Wisconsin
$464K -$8.47K -204 -2%
MWM
74
Maripau Wealth Management
Indiana
$462K -$24.5K -590 -5%
Stifel Financial
75
Stifel Financial
Missouri
$461K -$5.6K -135 -1%
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3
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