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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

140 hedge funds and large institutions have $658M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-21
Holders Change %
-13.04%
% of All Funds
2.42%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
8
Increased
55
Reduced
56
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$34.3M
2
Bank of America
Bank of America
North Carolina
$36.8M
3
EH
Equitable Holdings
New York
$20.4M
4
Ameriprise
Ameriprise
Minnesota
$5.22M
5
Citadel Advisors
Citadel Advisors
Florida
$3.01M

Top Sellers

1
PWS
Private Wealth Strategies
Ohio
$0
2
RA
RFG Advisory
Alabama
$55.4M
3
OMC
Old Mission Capital
Illinois
$0
4
WP
WealthSource Partners
California
$828K
5
AWS
AJ Wealth Strategies
New York
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
76
GM Advisory Group
New York
$367K +$2.66K +63 +0.7%
CA
77
CoreCap Advisors
Michigan
$365K -$69K -1,633 -16%
SCA
78
Stonebridge Capital Advisors
Minnesota
$361K +$360K +8,532 +40,629%
MFS
79
McNamara Financial Services
Massachusetts
$322K -$64.3K -1,524 -17%
OFG
80
Oxford Financial Group
Indiana
$304K – – –
FPAS
81
Focus Partners Advisor Solutions
Missouri
$295K -$8.83K -209 -3%
GRP
82
Global Retirement Partners
California
$295K +$9.97K +240 +3%
FWP
83
Firethorn Wealth Partners
Georgia
$279K -$60.3K -1,431 -18%
MF
84
Meridian Financial
Massachusetts
$275K +$24.5K +580 +10%
BA
85
Bridge Advisory
California
$275K -$366K -8,667 -57%
PAS
86
Park Avenue Securities
New York
$275K +$14.4K +342 +6%
IFWM
87
Institute for Wealth Management
Colorado
$273K +$6.55K +155 +2%
DWM
88
Darwin Wealth Management
Florida
$271K +$42 +1 +0%
William Blair & Company
89
William Blair & Company
Illinois
$271K +$845 +20 +0.3%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$271K +$40.9K +969 +18%
RIA
91
Realta Investment Advisors
Delaware
$269K -$87.6K -2,075 -25%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$267K +$267K +6,317 New
ACP
93
Aveo Capital Partners
Colorado
$265K +$928 +22 +0.4%
IWA
94
Inspirion Wealth Advisors
Illinois
$264K -$80K -1,897 -23%
PA
95
Perennial Advisors
New York
$254K – – –
TAM
96
Townsend Asset Management
North Carolina
$253K +$760 +18 +0.3%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$239K +$20.5K +487 +9%
SCFS
98
S.C. Financial Services
Arizona
$224K +$13.3K +315 +6%
NC
99
NewSquare Capital
Pennsylvania
$215K +$8.87K +210 +4%
DP
100
Denver PWM
Colorado
$208K +$1.58K +37 +0.8%
2 3
4
5 6