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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

162 hedge funds and large institutions have $853M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
76
Reduced
44
Closed
13
Calls
$39K
Puts
$399K
Net Calls
-$360K
Net Calls Change
-$467K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$56.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.1M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$46.8M
4
IAA
4
Independent Advisor Alliance
North Carolina
$3.38M
5
GSEP
5
Golden State Equity Partners
California
$3.13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$123M
2
BFG
2
Beacon Financial Group
Texas
$4.15M
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$504K
4
Jane Street
4
Jane Street
New York
$961K
5
NS
5
NBC Securities
Alabama
$2.45K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$1.93M +$138K +3,225 +8%
OWA
52
Opal Wealth Advisors
New York
$1.93M -$135K -3,147 -7%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.87M +$31.2K +728 +2%
SPIA
54
Steward Partners Investment Advisory
New York
$1.82M +$1.78M +41,456 +3,911%
AWM
55
AE Wealth Management
Kansas
$1.67M +$27.9K +650 +2%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.48M +$27.9K +649 +2%
SBH
57
Segall Bryant & Hamill
Illinois
$1.46M +$49.8K +1,160 +4%
NAM
58
NorthCrest Asset Manangement
Minnesota
$1.41M +$5.49K +128 +0.4%
Betterment LLC
59
Betterment LLC
New York
$1.41M +$358K +8,338 +34%
OIA
60
OneDigital Investment Advisors
Kansas
$1.34M -$388K -9,034 -22%
IWN
61
Independent Wealth Network
Iowa
$1.27M +$110K +2,553 +9%
AAS
62
Avantax Advisory Services
Texas
$1.24M -$27.2K -634 -2%
DK
63
David Kennon
Florida
$1.15M -$12.3K -286 -1%
PAS
64
Park Avenue Securities
New York
$1.1M +$393K +9,165 +56%
KAS
65
Kestra Advisory Services
Texas
$1.06M +$175K +4,070 +20%
HI
66
Harbour Investments
Wisconsin
$1.04M +$8.03K +187 +0.8%
ATPW
67
Ashton Thomas Private Wealth
Arizona
$1.02M +$1.02M +23,865 New
IA
68
Integrity Alliance
Iowa
$980K +$980K +22,826 New
Jane Street
69
Jane Street
New York
$961K -$3.4M -79,217 -78%
TWM
70
Trinity Wealth Management
Pennsylvania
$929K -$16K -373 -2%
SA
71
Sanctuary Advisors
Indiana
$903K +$214K +4,969 +31%
MLA
72
My Legacy Advisors
Oregon
$888K -$19.2K -450 -2%
AWM
73
Alterna Wealth Management
Texas
$870K +$508K +11,837 +141%
GM
74
GeoWealth Management
Illinois
$867K +$867K +20,196 New
BFA
75
Beacon Financial Advisory
Ohio
$789K +$241K +5,607 +44%
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