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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

74 hedge funds and large institutions have $354M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+11
Holders Change %
+17.46%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
20
Increased
33
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
+$48.3M
2
PI
PFS Investments
Georgia
+$32.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$18.6M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$9.95M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.28M

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
-$4.21M
2
Morgan Stanley
Morgan Stanley
New York
-$2.13M
3
LPWM
Lake Point Wealth Management
Texas
-$1.75M
4
IA
IFP Advisors
Florida
-$1.43M
5
CFA
Capstone Financial Advisors
Illinois
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
76
Regal Investment Advisors
Michigan
– -$890K -18,458 Closed
PWPS
77
Pinnacle Wealth Planning Services
Ohio
– -$844K -17,498 Closed
SS
78
Simplicity Solutions
Minnesota
– -$260K -5,375 Closed
PA
79
Perennial Advisors
New York
– -$74K -1,525 Closed
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
– -$35K -730 Closed
1 2 3
4