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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

141 hedge funds and large institutions have $926M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+2
Holders Change %
+1.44%
% of All Funds
2.9%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
31
Increased
61
Reduced
40
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
+$79.6M
2
PI
PFS Investments
Georgia
+$29.1M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$20.4M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$18.8M
5
AWM
AE Wealth Management
Kansas
+$15M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$38.3M
2
Jane Street
Jane Street
New York
-$32.7M
3
3AM
3D Asset Management
Connecticut
-$3.46M
4
EH
Equitable Holdings
New York
-$3.16M
5
BAAM
Baker Avenue Asset Management
California
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$905K -$68.2K -1,268 -7%
SFS
77
Sowell Financial Services
Arkansas
$904K +$10.4K +194 +1%
BRWA
78
B. Riley Wealth Advisors
Florida
$852K +$431 +8 +0.1%
BFG
79
Beacon Financial Group
Texas
$800K -$97.2K -1,807 -11%
1IA
80
1834 Investment Advisors
Wisconsin
$733K -$17K -315 -2%
CI
81
CX Institutional
Indiana
$710K +$19.4K +361 +3%
William Blair & Company
82
William Blair & Company
Illinois
$698K +$915 +17 +0.1%
MIAN
83
Mariner Independent Advisor Network
Kansas
$669K +$20.5K +381 +3%
IWM
84
IHT Wealth Management
Illinois
$607K +$607K +11,277 New
IWS
85
Insight Wealth Strategies
California
$598K +$6.89K +128 +1%
UCFA
86
United Capital Financial Advisors
Texas
$532K +$14.2K +263 +3%
WAS
87
Winch Advisory Services
Wisconsin
$525K -$247K -4,593 -32%
LA
88
LexAurum Advisors
Kansas
$496K +$199K +3,691 +67%
DAS
89
Dynamic Advisor Solutions
Arizona
$472K +$101K +1,880 +27%
OPS
90
Orion Portfolio Solutions
Nebraska
$468K +$399K +7,403 +576%
SFG
91
SNS Financial Group
Minnesota
$437K +$14.2K +263 +3%
RJA
92
Raymond James & Associates
Florida
$435K +$34.6K +643 +9%
CA
93
Cetera Advisors
Colorado
$430K +$32.8K +609 +8%
PA
94
PFG Advisors
Arizona
$403K +$144K +2,668 +56%
FFG
95
Frisch Financial Group
New York
$392K +$2.48K +46 +0.6%
TAM
96
Townsend Asset Management
North Carolina
$363K -$7.65K -142 -2%
CAN
97
Cetera Advisor Networks
California
$351K -$11.5K -214 -3%
RG
98
Retirement Group
California
$339K +$339K +6,291 New
Ameriprise
99
Ameriprise
Minnesota
$308K +$308K +5,728 New
CFGS
100
Concourse Financial Group Securities
Alabama
$303K +$2.42K +45 +0.8%
2 3
4
5 6