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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

158 hedge funds and large institutions have $838M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
27
Increased
58
Reduced
52
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$19.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.5M
3
PAG
Private Advisor Group
New Jersey
+$6.41M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.39M
5
FIM
Freedom Investment Management
Connecticut
+$6.09M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$37.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$12.8M
3
SC
Savant Capital
Illinois
-$12.4M
4
Jane Street
Jane Street
New York
-$7.49M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
Mutual Advisors
Nebraska
$1.38M -$842K -19,135 -38%
NAM
52
NorthCrest Asset Manangement
Minnesota
$1.28M -$18.5K -420 -1%
DK
53
David Kennon
Florida
$1.28M -$157K -3,558 -11%
Wells Fargo
54
Wells Fargo
California
$1.27M +$100K +2,274 +9%
IWN
55
Independent Wealth Network
Iowa
$1.15M +$98.1K +2,229 +9%
NS
56
NBC Securities
Alabama
$1.14M +$389K +8,835 +52%
CWA
57
Centennial Wealth Advisory
Michigan
$1.05M -$188K -4,282 -15%
Osaic Holdings
58
Osaic Holdings
Arizona
$1.05M -$290K -6,585 -22%
GFG
59
Goldstone Financial Group
Illinois
$1.04M +$285K +6,479 +38%
IA
60
Insight Advisors
Pennsylvania
$1.01M +$3.87K +88 +0.4%
KFG
61
Kingdom Financial Group
Arizona
$872K +$266K +6,039 +44%
Cerity Partners
62
Cerity Partners
New York
$830K +$168K +3,808 +25%
Betterment LLC
63
Betterment LLC
New York
$828K +$34.7K +788 +4%
Mariner
64
Mariner
Kansas
$824K +$824K +18,730 New
TWM
65
Trinity Wealth Management
Pennsylvania
$796K +$660 +15 +0.1%
CA
66
Cetera Advisors
Colorado
$784K -$9.38K -213 -1%
Creative Planning
67
Creative Planning
Kansas
$719K +$21.1K +480 +3%
GWSG
68
GPS Wealth Strategies Group
Colorado
$700K -$25K -568 -3%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$698K -$103K -2,339 -13%
CAN
70
Cetera Advisor Networks
California
$696K +$29.6K +672 +4%
PFG
71
Pinnacle Financial Group
Illinois
$650K – – –
GWM
72
GSB Wealth Management
Connecticut
$645K +$645K +14,648 New
WWM
73
Western Wealth Management
Colorado
$632K +$7.44K +169 +1%
CFG
74
Citizens Financial Group
Rhode Island
$613K +$613K +13,932 New
JSL
75
JT Stratford LLC
Georgia
$600K +$10.7K +243 +2%
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