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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

185 hedge funds and large institutions have $780M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.86%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
55
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
+$32M
2
Creative Planning
Creative Planning
Kansas
+$20.7M
3
SFA
Sequoia Financial Advisors
Ohio
+$10.3M
4
CFA
Capstone Financial Advisors
Illinois
+$7.67M
5
Jane Street
Jane Street
New York
+$6.66M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.8M
2
PAG
Private Advisor Group
New Jersey
-$8.94M
3
ACM
Ashford Capital Management
Delaware
-$7.18M
4
UBS Group
UBS Group
Switzerland
-$5.25M
5
Barclays
Barclays
United Kingdom
-$3.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$996K -$145K -2,802 -13%
MA
77
Mutual Advisors
Nebraska
$972K -$76.1K -1,472 -7%
AAS
78
Ameritas Advisory Services
Nebraska
$946K +$946K +18,314 New
BFG
79
Beacon Financial Group
Texas
$859K -$47.7K -929 -5%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$858K -$2.28M -44,072 -73%
SFG
81
SNS Financial Group
Minnesota
$780K -$41.3K -800 -5%
DWM
82
Darwin Wealth Management
Florida
$778K -$224K -4,449 -22%
CA
83
Cetera Advisors
Colorado
$766K +$5.48K +106 +0.7%
IWN
84
Independent Wealth Network
Iowa
$754K +$33.7K +652 +5%
IWM
85
IHT Wealth Management
Illinois
$731K -$70.5K -1,365 -9%
TFA
86
Tranquilli Financial Advisor
New Jersey
$730K +$6.36K +123 +0.9%
ACP
87
Aveo Capital Partners
Colorado
$728K -$66.5K -1,286 -8%
CA
88
CoreCap Advisors
Michigan
$722K +$722K +13,974 New
DAS
89
Dynamic Advisor Solutions
Arizona
$717K -$22.5K -435 -3%
William Blair & Company
90
William Blair & Company
Illinois
$660K +$775 +15 +0.1%
AWS
91
AJ Wealth Strategies
New York
$648K -$74.9K -1,449 -10%
FWP
92
Firethorn Wealth Partners
Georgia
$637K +$637K +12,320 New
LA
93
LexAurum Advisors
Kansas
$623K -$212K -4,097 -25%
MHR
94
Matthew Hamilton Rosenberg
$600K +$360K +6,955 +150%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$582K -$19.2K -371 -3%
SFS
96
Sowell Financial Services
Arkansas
$575K – – –
Ameriprise
97
Ameriprise
Minnesota
$564K +$564K +10,907 New
ARC
98
Advisor Resource Council
Texas
$564K +$564K +10,932 New
WAS
99
Winch Advisory Services
Wisconsin
$538K -$101K -1,957 -16%
MWM
100
Maripau Wealth Management
Indiana
$527K +$527K +10,693 New
2 3
4
5 6