AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

133 hedge funds and large institutions have $738M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
2.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
47
Reduced
55
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$186M
2
Jane Street
Jane Street
New York
$27.2M
3
OMC
Old Mission Capital
Illinois
$8.28M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$45.8M
5
UBS Group
UBS Group
Switzerland
$10.9M

Top Sellers

1
SC
Savant Capital
Illinois
$64.8M
2
IA
IFP Advisors
Florida
$18.2K
3
SI
SimpliFi Inc
California
$35M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
RIA
Regal Investment Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
76
McNamara Financial Services
Massachusetts
$370K +$26K +595 +8%
BZWA
77
Blue Zone Wealth Advisors
California
$347K -$143K -3,270 -29%
IWM
78
IHT Wealth Management
Illinois
$343K -$68.9K -1,578 -17%
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$342K +$24.6K +563 +8%
GRP
80
Global Retirement Partners
California
$325K -$7.43K -169 -2%
MF
81
Meridian Financial
Massachusetts
$293K +$19.8K +454 +7%
KAS
82
Kestra Advisory Services
Texas
$287K -$68.9K -1,576 -19%
FAG
83
Fortitude Advisory Group
Washington
$281K -$99.5K -2,277 -26%
CRG
84
Cornerstone Retirement Group
Nevada
$278K +$278K +6,361 New
AWM
85
Avior Wealth Management
Nebraska
$266K +$266K +6,088 New
PA
86
Perennial Advisors
New York
$262K +$262K +6,005 New
DAS
87
Dynamic Advisor Solutions
Arizona
$257K +$21.2K +486 +9%
AF
88
Allworth Financial
California
$256K -$118K -2,703 -32%
GAG
89
GM Advisory Group
New York
$256K +$786 +18 +0.3%
FWP
90
Firethorn Wealth Partners
Georgia
$251K -$35.8K -825 -13%
NC
91
NewSquare Capital
Pennsylvania
$245K +$14K +320 +6%
IGWM
92
ICA Group Wealth Management
Colorado
$235K +$60.9K +1,393 +35%
William Blair & Company
93
William Blair & Company
Illinois
$221K +$1.09K +25 +0.5%
RIA
94
Realta Investment Advisors
Delaware
$213K -$30.8K -705 -13%
BOSSRA
95
B.O.S.S. Retirement Advisors
Utah
$209K -$132K -3,027 -39%
WAS
96
Winch Advisory Services
Wisconsin
$180K +$31.2K +713 +21%
TAM
97
Townsend Asset Management
North Carolina
$177K -$48.5K -1,110 -21%
CFGS
98
Concourse Financial Group Securities
Alabama
$134K -$11.5K -263 -8%
PB
99
Pinnacle Bancorp
Nebraska
$89.9K – – –
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$88.2K +$88.2K +2,018 New
2 3
4
5 6