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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

171 hedge funds and large institutions have $719M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-4
Holders Change %
-2.29%
% of All Funds
2.99%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
16
Increased
69
Reduced
61
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$30.2M
2
RA
2
RFG Advisory
Alabama
$42.1M
3
JFS
3
JD Financial Services
Pennsylvania
$12.5M
4
AWM
4
AE Wealth Management
Kansas
$35.6M
5
Barclays
5
Barclays
United Kingdom
$5.24M

Top Sellers

1
SI
1
SimpliFi Inc
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HFS
3
Horizon Financial Services
North Carolina
$4.43M
4
MMA
4
Miracle Mile Advisors
California
$32.1M
5
NRI
5
NFP Retirement Inc
California
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
76
Aveo Capital Partners
Colorado
$1.05M -$10.7K -205 -1%
BCI
77
Brinker Capital Investments
Pennsylvania
$1.01M -$158K -3,028 -13%
BFG
78
Beacon Financial Group
Texas
$926K -$13.9K -263 -1%
IWM
79
IHT Wealth Management
Illinois
$831K +$8.14K +156 +1%
SFG
80
SNS Financial Group
Minnesota
$830K +$398K +7,620 +92%
AWS
81
AJ Wealth Strategies
New York
$787K -$5.48K -105 -0.7%
Truist Financial
82
Truist Financial
North Carolina
$776K -$597K -11,448 -43%
LA
83
LexAurum Advisors
Kansas
$757K +$55.2K +1,057 +8%
DAS
84
Dynamic Advisor Solutions
Arizona
$748K +$2.98K +57 +0.4%
TFA
85
Tranquilli Financial Advisor
New Jersey
$740K +$6.74K +129 +0.9%
BAAM
86
Baker Avenue Asset Management
California
$731K +$731K +14,005 New
IWP
87
IAG Wealth Partners
Wisconsin
$712K -$53.9K -1,032 -7%
William Blair & Company
88
William Blair & Company
Illinois
$665K -$2.51K -48 -0.4%
ARC
89
Advisor Resource Council
Texas
$663K +$663K +12,700 New
WAS
90
Winch Advisory Services
Wisconsin
$644K +$12.9K +248 +2%
BA
91
Bridge Advisory
California
$630K +$3.81K +73 +0.6%
SFS
92
Sowell Financial Services
Arkansas
$581K -$554K -10,611 -49%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$566K +$151K +2,887 +36%
RG
94
Retirement Group
California
$502K -$33.2K -636 -6%
5L
95
55I LLC
Massachusetts
$487K +$72.2K +1,382 +17%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$457K -$108K -2,074 -19%
CA
97
Cetera Advisors
Colorado
$455K -$53.1K -1,017 -10%
MFS
98
McNamara Financial Services
Massachusetts
$448K +$208K +3,991 +87%
PA
99
Procyon Advisors
Connecticut
$448K +$448K +8,573 New
RIA
100
Realta Investment Advisors
Delaware
$444K -$13.6K -260 -3%
2 3
4
5 6