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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

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
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

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$34.2M
2
AWS
AJ Wealth Strategies
New York
+$31.3M
3
PI
PFS Investments
Georgia
+$9.22M
4
Jane Street
Jane Street
New York
+$6.13M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.93M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$9.95M
2
HI
Horizon Investments
North Carolina
-$8.43M
3
IDA
Intelligence Driven Advisers
California
-$2.73M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.61M
5
3AM
3D Asset Management
Connecticut
-$963K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
76
Park Avenue Securities
New York
$264K +$264K +5,053 New
MNBTD
77
Moody National Bank Trust Division
Texas
$261K +$18.5K +355 +8%
IWC
78
Integrated Wealth Concepts
Massachusetts
$260K +$260K +4,973 New
BTS
79
BB&T Securities
Virginia
$242K +$242K +4,631 New
CF
80
Centaurus Financial
California
$231K -$38.6K -737 -14%
AWMG
81
Alliance Wealth Management Group
New Jersey
$212K – – –
TCM
82
Towercrest Capital Management
Pennsylvania
$212K – – –
AP
83
Advisors Preferred
Maryland
$165K +$165K +3,159 New
SFS
84
Sowell Financial Services
Arkansas
$107K +$107K +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 +$41K +782 New
GEA
87
Glen Eagle Advisors
New Jersey
$35.8K +$35.8K +685 New
AIC
88
Ameritas Investment Company
Nebraska
$31K +$31K +599 New
CFGS
89
Concourse Financial Group Securities
Alabama
$29K +$29K +555 New
CFD
90
Creative Financial Designs
Indiana
$27K +$13.8K +260 +104%
APA
91
American Portfolios Advisors
New York
$21.5K +$21.5K +411 New
NFG
92
Next Financial Group
Texas
$18K +$18K +349 New
FHA
93
First Horizon Advisors
Tennessee
$17K +$17K +335 New
TIM
94
Tortoise Investment Management
New York
$8K +$5.33K +100 +200%
JFA
95
JNBA Financial Advisors
Minnesota
$7K – – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$6K +$3.34K +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
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4
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