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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

128 hedge funds and large institutions have $678M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

165% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 23

29% more funds holding

Funds holding: 99 → 128 (+29)

20% more capital invested

Capital invested by funds: $564M → $678M (+$114M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

3.52% more ownership

Funds ownership: 61.72% → 65.23% (+3.5%)

Holders
128
Holders Change
+29
Holders Change %
+29.29%
% of All Funds
2.52%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
36
Increased
61
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMA
Miracle Mile Advisors
California
+$37.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.4M
3
Wells Fargo
Wells Fargo
California
+$11.2M
4
BAAM
Baker Avenue Asset Management
California
+$3.08M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$27.1M
2
AWS
AJ Wealth Strategies
New York
-$15.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$10.8M
4
PAG
Private Advisor Group
New Jersey
-$7.26M
5
Jane Street
Jane Street
New York
-$6.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
76
Insight Wealth Strategies
California
$617K +$18.4K +353 +3%
SFG
77
SNS Financial Group
Minnesota
$580K – – –
MIAN
78
Mariner Independent Advisor Network
Kansas
$545K +$544K +10,426 New
CI
79
CX Institutional
Indiana
$533K -$38.2K -731 -7%
AW
80
ACG Wealth
Georgia
$525K -$198K -3,796 -27%
WIA
81
Westbourne Investment Advisors
Maryland
$506K -$44.4K -850 -8%
BlackRock
82
BlackRock
New York
$459K +$458K +8,768 +32,474%
EF
83
Empirical Finance
Pennsylvania
$419K -$818K -15,668 -66%
SWP
84
Stratos Wealth Partners
Ohio
$418K +$417K +7,992 New
IWA
85
Inspirion Wealth Advisors
Illinois
$360K +$27.1K +519 +8%
FFG
86
Frisch Financial Group
New York
$341K +$2.61K +50 +0.8%
CAN
87
Claraphi Advisory Network
United States
$334K -$54.2K -1,038 -14%
APA
88
American Portfolios Advisors
New York
$329K +$308K +5,890 +1,433%
RJA
89
Raymond James & Associates
Florida
$328K +$18.7K +359 +6%
5L
90
55I LLC
Massachusetts
$307K -$366 -7 -0.1%
DAS
91
Dynamic Advisor Solutions
Arizona
$305K +$305K +5,833 New
PAS
92
Partnervest Advisory Services
California
$303K +$303K +5,800 New
FA
93
Faithward Advisors
Pennsylvania
$297K +$522 +10 +0.2%
UCFA
94
United Capital Financial Advisors
Texas
$293K +$293K +5,612 New
CFGS
95
Concourse Financial Group Securities
Alabama
$292K +$263K +5,033 +907%
SFS
96
Sowell Financial Services
Arkansas
$276K +$169K +3,237 +158%
PAS
97
Park Avenue Securities
New York
$267K +$3.08K +59 +1%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$266K +$213K +4,080 +408%
MNBTD
99
Moody National Bank Trust Division
Texas
$261K – – –
EE
100
EWG Elevate
California
$245K +$245K +4,691 New
2 3
4
5 6

AGGY Hedge Fund Activity: Q4 2019 in Review

128 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2019, worth a combined $678M — up 20% from $564M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AGGY positions and 6 closed out — a net gain of 30 holders — while 61 added to existing stakes and 23 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $37.7M. The largest seller was Horizon Investments, cutting an estimated $27.1M.

  • 128 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2019, up from 99 in Q3 2019.
  • Funds reported $678M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2019, up 20% quarter-over-quarter.
  • 36 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2019 and 6 closed out, a net change of +30 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2019 was Miracle Mile Advisors, an estimated $37.7M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2019 was Horizon Investments, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2019.