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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

162 hedge funds and large institutions have $853M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
76
Reduced
44
Closed
13
Calls
$39K
Puts
$399K
Net Calls
-$360K
Net Calls Change
-$467K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$56.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.1M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$46.8M
4
IAA
4
Independent Advisor Alliance
North Carolina
$3.38M
5
GSEP
5
Golden State Equity Partners
California
$3.13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$123M
2
BFG
2
Beacon Financial Group
Texas
$4.15M
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$504K
4
Jane Street
4
Jane Street
New York
$961K
5
NS
5
NBC Securities
Alabama
$2.45K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$740K +$78.6K +1,832 +12%
WB
77
Webster Bank
Connecticut
$726K +$726K +16,911 New
WAS
78
Winch Advisory Services
Wisconsin
$718K +$172K +4,016 +32%
BWMG
79
Barnes Wealth Management Group
California
$706K +$706K +16,459 New
DAS
80
Diversify Advisory Services
Utah
$663K +$7.55K +178 +1%
FIA
81
Foundations Investment Advisors
Arizona
$622K +$622K +14,503 New
WAM
82
Worth Asset Management
Texas
$609K -$273K -6,357 -31%
PFG
83
Pinnacle Financial Group
Illinois
$601K -$773 -18 -0.1%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$567K +$32.4K +754 +6%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$565K +$67.7K +1,577 +14%
IFWM
86
Institute for Wealth Management
Colorado
$559K +$61.2K +1,426 +12%
CFA
87
Capstone Financial Advisors
Illinois
$550K +$6.35K +148 +1%
WWM
88
Western Wealth Management
Colorado
$540K -$46.5K -1,083 -8%
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$527K -$2.62K -61 -0.5%
SA
90
Sovran Advisors
California
$517K +$517K +12,197 New
BWP
91
Baldwin Wealth Partners
Massachusetts
$504K -$3.45M -80,303 -87%
Jones Financial Companies
92
Jones Financial Companies
Missouri
$499K +$215K +5,012 +76%
NC
93
NewSquare Capital
Pennsylvania
$479K +$29.9K +697 +7%
GWP
94
Gateway Wealth Partners
Wisconsin
$468K +$2.15K +50 +0.5%
SAS
95
SMI Advisory Services
Indiana
$453K -$42 -1 -0%
LFG
96
Larson Financial Group
Missouri
$440K -$22.9K -533 -5%
NA
97
NewEdge Advisors
Louisiana
$438K +$186K +4,337 +74%
GRP
98
Global Retirement Partners
California
$437K -$12.1K -283 -3%
RFG
99
REAP Financial Group
Texas
$425K -$40.2K -936 -9%
OC
100
Optima Capital
Oregon
$411K +$411K +9,567 New
2 3
4
5 6