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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

151 hedge funds and large institutions have $798M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
16
Increased
66
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$37.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.9M
3
Bank of America
Bank of America
North Carolina
$175M
4
IA
Insight Advisors
Pennsylvania
$5.76M
5
UBS Group
UBS Group
Switzerland
$38.9M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$210K
2
Morgan Stanley
Morgan Stanley
New York
$14.2M
3
Jane Street
Jane Street
New York
$2.65M
4
SFA
Sequoia Financial Advisors
Ohio
$228K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
76
Sanctuary Advisors
Indiana
$497K +$497K +11,788 New
IF
77
Intrua Financial
Texas
$471K -$8.68K -202 -2%
LFG
78
Larson Financial Group
Missouri
$471K +$471K +10,955 +73,033%
UAG
79
United Advisor Group
Ohio
$464K -$73.9K -1,720 -14%
GWP
80
Gateway Wealth Partners
Wisconsin
$458K -$4.25K -99 -0.9%
SAS
81
SMI Advisory Services
Indiana
$458K -$57.2K -1,321 -11%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$457K +$60.1K +1,399 +15%
NC
83
NewSquare Capital
Pennsylvania
$451K +$11.2K +260 +3%
GRP
84
Global Retirement Partners
California
$449K -$2.36K -55 -0.5%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$434K +$12.7K +296 +3%
WCFA
86
Walkner Condon Financial Advisors
Wisconsin
$402K -$44.4K -1,033 -10%
MFS
87
McNamara Financial Services
Massachusetts
$400K -$5.2K -121 -1%
AWM
88
Alterna Wealth Management
Texas
$362K +$138K +3,222 +62%
RFG
89
REAP Financial Group
Texas
$354K -$31.4K -731 -8%
CFO
90
CVA Family Office
Colorado
$339K -$61.9K -1,441 -15%
OPPS
91
Obsidian Personal Planning Solutions
Maryland
$329K +$1.98K +46 +0.6%
CFD
92
Creative Financial Designs
Indiana
$329K -$19.3K -450 -6%
BFA
93
Beacon Financial Advisory
Ohio
$321K +$321K +7,475 New
CA
94
CoreCap Advisors
Michigan
$320K -$20.1K -467 -6%
QWM
95
Quadcap Wealth Management
Texas
$314K – – –
MF
96
Meridian Financial
Massachusetts
$305K +$6.79K +158 +2%
MWM
97
Maripau Wealth Management
Indiana
$297K -$56.7K -1,320 -16%
TFG
98
Team Financial Group
California
$287K +$2.75K +64 +1%
BZWA
99
Blue Zone Wealth Advisors
California
$272K – – –
JIR
100
James Investment Research
Ohio
$272K +$52.7K +1,227 +24%
2 3
4
5 6