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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

147 hedge funds and large institutions have $657M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
52
Reduced
48
Closed
12
Calls
$43K
Puts
$43K
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$24M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.3M
3
SF
3
Symphony Financial
Texas
$5.28M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.63M
5
WP
5
WealthPLAN Partners
Nebraska
$3.12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$116M
2
LPL Financial
2
LPL Financial
California
$64.5M
3
Jane Street
3
Jane Street
New York
$16.7M
4
SC
4
Savant Capital
Illinois
$58.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$463K +$180K +4,180 +64%
GWP
77
Gateway Wealth Partners
Wisconsin
$410K +$410K +9,519 New
CFO
78
CVA Family Office
Colorado
$400K +$341K +7,908 +571%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$392K -$27.4K -636 -7%
PCIA
80
Prime Capital Investment Advisors
Kansas
$389K +$389K +9,022 New
MFS
81
McNamara Financial Services
Massachusetts
$370K +$8K +187 +2%
Renaissance Technologies
82
Renaissance Technologies
New York
$349K -$733K -17,001 -68%
BZWA
83
Blue Zone Wealth Advisors
California
$343K – – –
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$328K -$9.52K -221 -3%
GRP
85
Global Retirement Partners
California
$313K -$5.65K -131 -2%
MF
86
Meridian Financial
Massachusetts
$296K +$6.94K +161 +2%
FIA
87
Foundations Investment Advisors
Arizona
$286K +$286K +6,632 New
AWM
88
Avior Wealth Management
Nebraska
$275K +$12.5K +289 +5%
CRG
89
Cornerstone Retirement Group
Nevada
$275K +$474 +11 +0.2%
LSA
90
Lion Street Advisors
Texas
$272K +$272K +5,243 New
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$262K -$24.5K -570 -9%
PA
92
Perennial Advisors
New York
$259K – – –
FAG
93
Fortitude Advisory Group
Washington
$258K -$19.2K -446 -7%
JSL
94
JT Stratford LLC
Georgia
$254K +$254K +5,889 New
GAG
95
GM Advisory Group
New York
$253K +$819 +19 +0.3%
CA
96
CoreCap Advisors
Michigan
$252K +$252K +5,859 New
FWP
97
Firethorn Wealth Partners
Georgia
$251K +$1.98K +46 +0.8%
NC
98
NewSquare Capital
Pennsylvania
$245K +$3.02K +70 +1%
WA
99
Win Advisors
Florida
$232K +$232K +6,529 New
UCFA
100
United Capital Financial Advisors
Texas
$230K +$230K +5,348 New
2 3
4
5 6