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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

139 hedge funds and large institutions have $707M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
3.07%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
36
Increased
51
Reduced
44
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$45.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$39.7M
3
PWMG
Prestige Wealth Management Group
New Jersey
+$35.2M
4
SI
SimpliFi Inc
California
+$28M
5
HI
Horizon Investments
North Carolina
+$17.8M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$66.9M
2
PI
PFS Investments
Georgia
-$33.1M
3
AWS
AJ Wealth Strategies
New York
-$15.6M
4
SL
Systelligence LLC
Minnesota
-$15.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
76
Almanack Investment Partners
Pennsylvania
$625K +$625K +12,095 New
MIAN
77
Mariner Independent Advisor Network
Kansas
$621K +$83.8K +1,626 +16%
PA
78
Parallel Advisors
California
$620K +$524K +10,156 +545%
IWS
79
Insight Wealth Strategies
California
$567K -$42.6K -825 -7%
AW
80
ACG Wealth
Georgia
$525K +$5.27K +102 +1%
CCM
81
Covington Capital Management
California
$498K +$498K +9,646 New
UCFA
82
United Capital Financial Advisors
Texas
$497K +$207K +4,001 +71%
PAG
83
Private Advisor Group
New Jersey
$469K +$469K +9,087 New
TCM
84
Towercrest Capital Management
Pennsylvania
$421K +$211K +4,050 +100%
SFG
85
SNS Financial Group
Minnesota
$405K -$168K -3,260 -29%
RJA
86
Raymond James & Associates
Florida
$384K +$60.1K +1,165 +19%
CA
87
Cetera Advisors
Colorado
$381K -$766K -14,825 -67%
S
88
Surevest
California
$376K -$4.24M -82,101 -92%
FFG
89
Frisch Financial Group
New York
$373K +$35.8K +694 +11%
AIC
90
Ameritas Investment Company
Nebraska
$371K +$365K +7,072 +6,097%
DAS
91
Dynamic Advisor Solutions
Arizona
$356K +$54.7K +1,059 +18%
TAM
92
Townsend Asset Management
North Carolina
$355K +$355K +6,880 New
CAN
93
Cetera Advisor Networks
California
$348K +$348K +6,733 New
NA
94
NewEdge Advisors
Louisiana
$334K +$334K +6,467 New
5L
95
55I LLC
Massachusetts
$310K -$742 -14 -0.2%
APA
96
American Portfolios Advisors
New York
$299K -$26.6K -516 -8%
WIA
97
Westbourne Investment Advisors
Maryland
$298K -$201K -3,900 -40%
CFGS
98
Concourse Financial Group Securities
Alabama
$289K – – –
LA
99
LexAurum Advisors
Kansas
$285K +$285K +5,519 New
MNBTD
100
Moody National Bank Trust Division
Texas
$263K +$4.75K +92 +2%
2 3
4
5 6