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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

151 hedge funds and large institutions have $798M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
16
Increased
66
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$37.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.9M
3
Bank of America
Bank of America
North Carolina
$175M
4
IA
Insight Advisors
Pennsylvania
$5.76M
5
UBS Group
UBS Group
Switzerland
$38.9M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$210K
2
Morgan Stanley
Morgan Stanley
New York
$14.2M
3
Jane Street
Jane Street
New York
$2.65M
4
SFA
Sequoia Financial Advisors
Ohio
$228K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$1.52M +$141K +3,285 +10%
KAS
52
Kestra Advisory Services
Texas
$1.49M +$1.89K +44 +0.1%
OIA
53
OneDigital Investment Advisors
Kansas
$1.45M +$655K +15,250 +82%
NAM
54
NorthCrest Asset Manangement
Minnesota
$1.3M +$13.7K +319 +1%
CWA
55
Centennial Wealth Advisory
Michigan
$1.26M +$70.5K +1,642 +6%
Mariner
56
Mariner
Kansas
$1.23M +$1.23M +28,580 New
DK
57
David Kennon
Florida
$1.17M -$27.2K -633 -2%
IWN
58
Independent Wealth Network
Iowa
$1.07M -$65.1K -1,515 -6%
Osaic Holdings
59
Osaic Holdings
Arizona
$950K -$17K -395 -2%
Betterment LLC
60
Betterment LLC
New York
$934K +$76K +1,768 +9%
JSL
61
JT Stratford LLC
Georgia
$919K +$61.3K +1,426 +7%
WAM
62
Worth Asset Management
Texas
$853K +$853K +19,859 New
HI
63
Harbour Investments
Wisconsin
$786K +$163K +3,794 +26%
TWM
64
Trinity Wealth Management
Pennsylvania
$731K +$117K +2,722 +19%
PAS
65
Park Avenue Securities
New York
$681K +$177K +4,110 +35%
Creative Planning
66
Creative Planning
Kansas
$663K +$64.3K +1,496 +11%
Ameriprise
67
Ameriprise
Minnesota
$641K +$641K +14,912 New
PFG
68
Pinnacle Financial Group
Illinois
$603K – – –
WWM
69
Western Wealth Management
Colorado
$586K -$387 -9 -0.1%
CFA
70
Capstone Financial Advisors
Illinois
$538K +$5.71K +133 +1%
IFWM
71
Institute for Wealth Management
Colorado
$529K -$23.2K -539 -4%
WAS
72
Winch Advisory Services
Wisconsin
$522K +$89.9K +2,092 +21%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$522K +$71.6K +1,666 +16%
GWSG
74
GPS Wealth Strategies Group
Colorado
$503K -$61.4K -1,430 -11%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$498K -$42.6K -992 -8%
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