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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

166 hedge funds and large institutions have $813M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

29% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 51

13% more funds holding

Funds holding: 147 → 166 (+19)

1.96% less ownership

Funds ownership: 71.42% → 69.46% (-2%)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

15% less capital invested

Capital invested by funds: $957M → $813M (-$144M)

Holders
166
Holders Change
+19
Holders Change %
+12.93%
% of All Funds
2.94%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
33
Increased
66
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$17.1M
2
AWM
AE Wealth Management
Kansas
+$15.6M
3
SI
SimpliFi Inc
California
+$13.3M
4
LPL Financial
LPL Financial
California
+$9.68M
5
PAG
Private Advisor Group
New Jersey
+$7.04M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$71.3M
2
PI
PFS Investments
Georgia
-$41.2M
3
Jane Street
Jane Street
New York
-$36.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.5M
5
LFGH
Lee Financial Group Hawaii
Hawaii
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
76
Raymond James & Associates
Florida
$1.11M +$327K +6,091 +42%
PA
77
PFG Advisors
Arizona
$1.06M +$237K +4,415 +29%
SW
78
SlateStone Wealth
Florida
$1.04M -$769K -14,334 -43%
SFS
79
Sowell Financial Services
Arkansas
$1.04M +$99.9K +1,863 +11%
NA
80
NewEdge Advisors
Louisiana
$1.01M +$1.01M +18,742 New
IWP
81
IAG Wealth Partners
Wisconsin
$999K -$50.6K -943 -5%
DP
82
Denver PWM
Colorado
$996K -$2.6M -48,435 -72%
IWM
83
IHT Wealth Management
Illinois
$959K +$284K +5,288 +42%
BFG
84
Beacon Financial Group
Texas
$948K +$46K +858 +5%
ACP
85
Aveo Capital Partners
Colorado
$921K -$366K -6,829 -28%
BRWA
86
B. Riley Wealth Advisors
Florida
$860K +$23.2K +432 +3%
LFGH
87
Lee Financial Group Hawaii
Hawaii
$758K -$13.9M -259,323 -95%
FTUS
88
Flow Traders U.S.
New York
$746K +$515K +9,600 +224%
TFA
89
Tranquilli Financial Advisor
New Jersey
$696K +$695K +12,966 New
William Blair & Company
90
William Blair & Company
Illinois
$686K +$4.93K +92 +0.7%
LA
91
LexAurum Advisors
Kansas
$679K +$79.5K +1,483 +13%
MML Investors Services
92
MML Investors Services
Massachusetts
$662K -$3.19M -59,543 -83%
IFG
93
Independent Financial Group
California
$651K +$119K +2,210 +22%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$650K +$237K +4,421 +57%
22CM
95
20/20 Capital Management
California
$649K -$1.1M -20,475 -63%
BA
96
Bridge Advisory
California
$647K +$646K +12,047 New
WAS
97
Winch Advisory Services
Wisconsin
$623K +$5.63K +105 +0.9%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$620K +$619K +11,540 New
Creative Planning
99
Creative Planning
Kansas
$610K -$142K -2,650 -19%
IWS
100
Insight Wealth Strategies
California
$589K -$11.1K -207 -2%
2 3
4
5 6

AGGY Hedge Fund Activity: Q4 2020 in Review

166 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2020, worth a combined $813M — down 15% from $957M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AGGY positions and 12 closed out — a net gain of 21 holders — while 66 added to existing stakes and 51 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $17.1M. The largest seller was Horizon Investments, exiting entirely with an estimated $71.3M sold.

  • 166 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2020, up from 147 in Q3 2020.
  • Funds reported $813M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2020, down 15% quarter-over-quarter.
  • 33 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2020 and 12 closed out, a net change of +21 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2020 was Citadel Advisors, an estimated $17.1M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2020 was Horizon Investments, an estimated $71.3M sold.

Based on aggregated 13F filings for Q4 2020.