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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

99 hedge funds and large institutions have $564M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

29% more capital invested

Capital invested by funds: $436M → $564M (+$128M)

25% more funds holding

Funds holding: 79 → 99 (+20)

1.24% less ownership

Funds ownership: 62.96% → 61.72% (-1.2%)

Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
2.17%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
25
Increased
47
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$34M
2
AWS
AJ Wealth Strategies
New York
+$31.1M
3
PI
PFS Investments
Georgia
+$9.16M
4
Jane Street
Jane Street
New York
+$6.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$9.95M
2
HI
Horizon Investments
North Carolina
-$8.4M
3
IDA
Intelligence Driven Advisers
California
-$2.71M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.6M
5
3AM
3D Asset Management
Connecticut
-$957K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
76
Park Avenue Securities
New York
$264K +$263K +5,053 New
MNBTD
77
Moody National Bank Trust Division
Texas
$261K +$18.4K +355 +8%
IWC
78
Integrated Wealth Concepts
Massachusetts
$260K +$258K +4,973 New
BTS
79
BB&T Securities
Virginia
$242K +$241K +4,631 New
CF
80
Centaurus Financial
California
$231K -$38.3K -737 -14%
AWMG
81
Alliance Wealth Management Group
New Jersey
$212K – – –
TCM
82
Towercrest Capital Management
Pennsylvania
$212K – – –
AP
83
Advisors Preferred
Maryland
$165K +$164K +3,159 New
SFS
84
Sowell Financial Services
Arkansas
$107K +$106K +2,049 New
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$52K +$4.21K +81 +9%
PW
86
Price Wealth
Texas
$41K +$40.6K +782 New
GEA
87
Glen Eagle Advisors
New Jersey
$35.8K +$35.6K +685 New
AIC
88
Ameritas Investment Company
Nebraska
$31K +$31.1K +599 New
CFGS
89
Concourse Financial Group Securities
Alabama
$29K +$28.8K +555 New
CFD
90
Creative Financial Designs
Indiana
$27K +$13.5K +260 +104%
APA
91
American Portfolios Advisors
New York
$21.5K +$21.4K +411 New
NFG
92
Next Financial Group
Texas
$18K +$18.1K +349 New
FHA
93
First Horizon Advisors
Tennessee
$17K +$17.4K +335 New
TIM
94
Tortoise Investment Management
New York
$8K +$5.2K +100 +200%
JFA
95
JNBA Financial Advisors
Minnesota
$7K – – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$6K +$3.33K +64 +125%
PA
97
Parallel Advisors
California
$5K – – –
NR
98
Newfound Research
Massachusetts
$2K – – –
BlackRock
99
BlackRock
New York
$1K – – –
Bank of Nova Scotia
100
Bank of Nova Scotia
Ontario, Canada
– -$9.95M -194,124 Closed
1 2 3
4
5

AGGY Hedge Fund Activity: Q3 2019 in Review

99 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q3 2019, worth a combined $564M — up 29% from $436M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AGGY positions and 4 closed out — a net gain of 21 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $34M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $9.95M sold.

  • 99 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q3 2019, up from 79 in Q2 2019.
  • Funds reported $564M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q3 2019, up 29% quarter-over-quarter.
  • 25 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q3 2019 and 4 closed out, a net change of +21 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q3 2019 was Raymond James Financial Services Advisors, an estimated $34M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q3 2019 was Bank of Nova Scotia, an estimated $9.95M sold.

Based on aggregated 13F filings for Q3 2019.