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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

156 hedge funds and large institutions have $862M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
156
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
17
Increased
64
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$29.5M
2
Bank of America
2
Bank of America
North Carolina
$173M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$46.6M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$32.8M
5
Jane Street
5
Jane Street
New York
$9.84M

Top Sellers

1
EH
1
Equitable Holdings
New York
$366K
2
AWM
2
AE Wealth Management
Kansas
$9.34M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.5M
4
LPL Financial
4
LPL Financial
California
$53.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.14M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
Claro Advisors
Massachusetts
$553K 12,749 +225 +2%
SAW
77
Signal Advisors Wealth
Michigan
$551K 12,686 +2,800 +28%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$546K 12,586 -3,273 -21%
UAG
79
United Advisor Group
Ohio
$543K 12,516 +12,516 New
CFA
80
Capstone Financial Advisors
Illinois
$538K 12,394 +127 +1%
SAS
81
SMI Advisory Services
Indiana
$512K 11,899 +5,666 +91%
PAS
82
Park Avenue Securities
New York
$510K 11,747 +1,395 +13%
IF
83
Intrua Financial
Texas
$485K 11,172 -1,499 -12%
GWP
84
Gateway Wealth Partners
Wisconsin
$467K 10,768 -292 -3%
GRP
85
Global Retirement Partners
California
$456K 10,509 +344 +3%
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$455K 10,479 +2,521 +32%
WCFA
87
Walkner Condon Financial Advisors
Wisconsin
$451K 10,385 +40 +0.4%
NC
88
NewSquare Capital
Pennsylvania
$444K 10,240 +4,105 +67%
WAS
89
Winch Advisory Services
Wisconsin
$437K 10,067 +2,543 +34%
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$425K 9,797 +3,011 +44%
MFS
91
McNamara Financial Services
Massachusetts
$410K 9,442 +722 +8%
CFO
92
CVA Family Office
Colorado
$405K 9,336 +15 +0.2%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$401K 9,244 -167 -2%
RFG
94
REAP Financial Group
Texas
$390K 8,980 -336 -4%
EH
95
Equitable Holdings
New York
$366K 8,435 -549,586 -98%
MWM
96
Maripau Wealth Management
Indiana
$357K 8,231 -298 -3%
CFD
97
Creative Financial Designs
Indiana
$352K 8,107 +1,704 +27%
CA
98
CoreCap Advisors
Michigan
$343K 7,912 +2,138 +37%
Cerity Partners
99
Cerity Partners
New York
$328K 7,554 -11,303 -60%
OPPS
100
Obsidian Personal Planning Solutions
Maryland
$321K 7,614 – –
2 3
4
5 6