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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

156 hedge funds and large institutions have $862M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
156
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
17
Increased
64
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$29.5M
2
Bank of America
2
Bank of America
North Carolina
$173M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$46.6M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$32.8M
5
Jane Street
5
Jane Street
New York
$9.84M

Top Sellers

1
EH
1
Equitable Holdings
New York
$366K
2
AWM
2
AE Wealth Management
Kansas
$9.34M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.5M
4
LPL Financial
4
LPL Financial
California
$53.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.14M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.54M 35,564 -44,524 -56%
Wells Fargo
52
Wells Fargo
California
$1.54M 35,552 +6,674 +23%
KAS
53
Kestra Advisory Services
Texas
$1.51M 34,717 -9,406 -21%
AAS
54
Avantax Advisory Services
Texas
$1.39M 32,129 +393 +1%
NAM
55
NorthCrest Asset Manangement
Minnesota
$1.3M 29,846 +783 +3%
GFG
56
Goldstone Financial Group
Illinois
$1.25M 28,774 +5,071 +21%
DK
57
David Kennon
Florida
$1.21M 27,802 -1,222 -4%
CWA
58
Centennial Wealth Advisory
Michigan
$1.2M 27,589 +3,667 +15%
IWN
59
Independent Wealth Network
Iowa
$1.15M 26,412 +233 +0.9%
Renaissance Technologies
60
Renaissance Technologies
New York
$1.14M 26,300 -8,250 -24%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.04M 23,928 +23,928 New
Osaic Holdings
62
Osaic Holdings
Arizona
$977K 22,507 -1,256 -5%
Betterment LLC
63
Betterment LLC
New York
$867K 19,972 +1,162 +6%
JSL
64
JT Stratford LLC
Georgia
$867K 19,971 +6,332 +46%
CA
65
Cetera Advisors
Colorado
$825K 19,010 +1,205 +7%
OIA
66
OneDigital Investment Advisors
Kansas
$804K 18,532 +7,682 +71%
CAN
67
Cetera Advisor Networks
California
$741K 17,071 +1,269 +8%
OMC
68
Old Mission Capital
Illinois
$681K 15,689 +15,689 New
HI
69
Harbour Investments
Wisconsin
$629K 14,500 +7,231 +99%
TWM
70
Trinity Wealth Management
Pennsylvania
$621K 14,298 -3,774 -21%
PFG
71
Pinnacle Financial Group
Illinois
$609K 14,029 -746 -5%
Creative Planning
72
Creative Planning
Kansas
$605K 13,943 -2,399 -15%
WWM
73
Western Wealth Management
Colorado
$593K 13,657 -711 -5%
GWSG
74
GPS Wealth Strategies Group
Colorado
$570K 13,133 -2,757 -17%
IFWM
75
Institute for Wealth Management
Colorado
$557K 12,842 -175 -1%
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3
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