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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

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
Holders
128
Holders Change
+29
Holders Change %
+29.29%
% of All Funds
2.53%
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

1
MMA
Miracle Mile Advisors
California
+$37.8M
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

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 		Shares
Change %
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 +$545K +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 -$44.5K -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 +$418K +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 +$18.8K +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 +$523 +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 +$214K +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