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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

152 hedge funds and large institutions have $770M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
60
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$43.4M
3
UBS Group
3
UBS Group
Switzerland
$29.4M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$17.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.9M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$929K
2
SC
2
Savant Capital
Illinois
$47.6M
3
Jane Street
3
Jane Street
New York
$9.61M
4
LPL Financial
4
LPL Financial
California
$55.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
76
Park Avenue Securities
New York
$454K +$454K +10,944 New
MWM
77
Meridian Wealth Management
Kentucky
$444K -$171K -4,120 -28%
GWP
78
Gateway Wealth Partners
Wisconsin
$443K +$47.9K +1,155 +12%
GRP
79
Global Retirement Partners
California
$415K +$116K +2,823 +39%
CWM
80
Collaborative Wealth Management
Florida
$414K -$51.4K -1,239 -11%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$402K +$25K +603 +7%
CFO
82
CVA Family Office
Colorado
$386K +$540 +13 +0.1%
PCIA
83
Prime Capital Investment Advisors
Kansas
$375K +$166 +4 +0%
MFS
84
McNamara Financial Services
Massachusetts
$361K +$2.2K +53 +0.6%
TFG
85
Team Financial Group
California
$334K +$334K +8,040 New
BZWA
86
Blue Zone Wealth Advisors
California
$330K – – –
OPPS
87
Obsidian Personal Planning Solutions
Maryland
$316K +$316K +7,614 New
IWM
88
IHT Wealth Management
Illinois
$313K -$162K -3,907 -34%
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$311K +$311K +7,498 New
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$310K +$57.5K +1,388 +23%
MFG
91
Merit Financial Group
Georgia
$308K -$308K -7,417 -50%
MF
92
Meridian Financial
Massachusetts
$288K +$2.53K +61 +0.9%
AWM
93
Avior Wealth Management
Nebraska
$276K +$11.1K +268 +4%
FIA
94
Foundations Investment Advisors
Arizona
$272K -$3.28K -79 -1%
PCA
95
Prosperity Capital Advisors
Ohio
$259K -$273K -6,567 -51%
FAIM
96
Financial Advocates Investment Management
Washington
$255K +$47.4K +1,142 +23%
RIM
97
Redwood Investment Management
Arizona
$254K +$254K +6,118 New
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$250K -$66K -1,591 -21%
PA
99
Perennial Advisors
New York
$249K – – –
GAG
100
GM Advisory Group
New York
$244K -$166 -4 -0.1%
2 3
4
5 6