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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

146 hedge funds and large institutions have $957M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 73 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.95%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
15
Increased
73
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$27.5M
2
LPL Financial
LPL Financial
California
+$20.5M
3
AAS
Avantax Advisory Services
Texas
+$6.53M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.21M
5
PI
PFS Investments
Georgia
+$6.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$49.7M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$20.6M
3
DWM
Darwin Wealth Management
Florida
-$8.44M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.07M
5
ACM
Ashford Capital Management
Delaware
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
76
HNP Capital
New York
$967K -$370K -6,882 -28%
FAAS
77
First Allied Advisory Services
California
$954K +$13.6K +252 +1%
SFS
78
Sowell Financial Services
Arkansas
$943K +$38.2K +709 +4%
BFG
79
Beacon Financial Group
Texas
$911K +$111K +2,059 +14%
OMC
80
Old Mission Capital
Illinois
$887K +$887K +16,473 New
FPIS
81
Financial Planning & Information Services
Wisconsin
$849K +$576K +10,707 +211%
BRWA
82
B. Riley Wealth Advisors
Florida
$839K -$13.5K -251 -2%
PA
83
PFG Advisors
Arizona
$819K +$419K +7,815 +105%
RJA
84
Raymond James & Associates
Florida
$781K +$346K +6,436 +80%
Creative Planning
85
Creative Planning
Kansas
$754K -$151K -2,807 -17%
William Blair & Company
86
William Blair & Company
Illinois
$682K -$15.3K -285 -2%
CI
87
CX Institutional
Indiana
$678K -$31.7K -589 -4%
IWM
88
IHT Wealth Management
Illinois
$677K +$69.9K +1,299 +12%
1IA
89
1834 Investment Advisors
Wisconsin
$642K -$90.8K -1,687 -12%
AWS
90
AJ Wealth Strategies
New York
$636K +$403K +7,493 +173%
Stifel Financial
91
Stifel Financial
Missouri
$631K -$323K -6,008 -34%
WAS
92
Winch Advisory Services
Wisconsin
$618K +$92.9K +1,727 +18%
IWS
93
Insight Wealth Strategies
California
$601K +$3.18K +59 +0.5%
LA
94
LexAurum Advisors
Kansas
$600K +$105K +1,945 +21%
DAS
95
Dynamic Advisor Solutions
Arizona
$508K +$36.1K +672 +8%
CA
96
Cetera Advisors
Colorado
$474K +$44.1K +819 +10%
RIA
97
Realta Investment Advisors
Delaware
$471K -$1.39M -25,784 -75%
RG
98
Retirement Group
California
$434K +$95.8K +1,781 +28%
SFG
99
SNS Financial Group
Minnesota
$431K -$5.54K -103 -1%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$414K +$204K +3,796 +97%
2 3
4
5 6