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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

152 hedge funds and large institutions have $887M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+1
Holders Change %
+0.66%
% 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
21
Increased
73
Reduced
42
Closed
18
Calls
$107K
Puts
–
Net Calls
+$107K
Net Calls Change
+$107K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.7M
2
BFG
Beacon Financial Group
Texas
$8.03M
3
Ameriprise
Ameriprise
Minnesota
$6.33M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$44.5M
5
TC
Trilogy Capital
California
$38.9M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$1.71M
2
WP
WealthPLAN Partners
Nebraska
$0
3
GSEP
Golden State Equity Partners
California
$0
4
LPL Financial
LPL Financial
California
$52M
5
NA
NewEdge Advisors
Louisiana
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
76
Capstone Financial Advisors
Illinois
$566K +$5.95K +133 +1%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$557K +$13.6K +305 +3%
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$551K +$100K +2,236 +22%
IFWM
79
Institute for Wealth Management
Colorado
$519K -$31.1K -696 -6%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$518K -$45 -1 -0%
GWP
81
Gateway Wealth Partners
Wisconsin
$486K +$8.59K +192 +2%
RFG
82
REAP Financial Group
Texas
$485K +$116K +2,590 +31%
UAG
83
United Advisor Group
Ohio
$484K +$1.57K +35 +0.3%
LFG
84
Larson Financial Group
Missouri
$482K -$8.5K -190 -2%
SAS
85
SMI Advisory Services
Indiana
$474K +$5.23K +118 +1%
NC
86
NewSquare Capital
Pennsylvania
$468K -$1.65K -37 -0.4%
GRP
87
Global Retirement Partners
California
$468K +$134 +3 +0%
GWSG
88
GPS Wealth Strategies Group
Colorado
$442K -$81.6K -1,825 -16%
Bank of New York Mellon
89
Bank of New York Mellon
New York
$427K +$427K +9,544 New
MFS
90
McNamara Financial Services
Massachusetts
$402K -$14.4K -323 -3%
WCFA
91
Walkner Condon Financial Advisors
Wisconsin
$379K -$39.4K -881 -9%
AWM
92
Alterna Wealth Management
Texas
$377K – – –
IWM
93
IHT Wealth Management
Illinois
$372K +$146K +3,258 +64%
CFO
94
CVA Family Office
Colorado
$353K – – –
SAW
95
Signal Advisors Wealth
Michigan
$345K +$345K +7,725 New
AWM
96
Atticus Wealth Management
Florida
$331K +$331K +7,414 New
MF
97
Meridian Financial
Massachusetts
$320K +$2.64K +59 +0.8%
QWM
98
Quadcap Wealth Management
Texas
$317K -$9.79K -219 -3%
CFD
99
Creative Financial Designs
Indiana
$316K -$26.7K -597 -8%
JIR
100
James Investment Research
Ohio
$308K +$25.4K +567 +9%
2 3
4
5 6