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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

128 hedge funds and large institutions have $678M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+29
Holders Change %
+29.29%
% of All Funds
2.53%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
36
Increased
61
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
Miracle Mile Advisors
California
+$37.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.4M
3
Wells Fargo
Wells Fargo
California
+$11.2M
4
BAAM
Baker Avenue Asset Management
California
+$3.08M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.05M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$27.1M
2
AWS
AJ Wealth Strategies
New York
-$15.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$10.8M
4
PAG
Private Advisor Group
New Jersey
-$7.26M
5
Jane Street
Jane Street
New York
-$6.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
101
Cabana LLC
Arkansas
$233K -$366K -7,017 -61%
KFP
102
KMG Fiduciary Partners
Ohio
$229K +$229K +4,374 New
CF
103
Centaurus Financial
California
$220K -$11K -211 -5%
WCFA
104
Walkner Condon Financial Advisors
Wisconsin
$219K +$219K +4,184 New
AWMG
105
Alliance Wealth Management Group
New Jersey
$212K – – –
TCM
106
Towercrest Capital Management
Pennsylvania
$212K – – –
GM
107
GeoWealth Management
Illinois
$209K +$209K +3,995 New
RG
108
Retirement Group
California
$157K +$157K +2,997 New
VCP
109
Verus Capital Partners
Arizona
$155K +$155K +2,962 New
Citigroup
110
Citigroup
New York
$146K +$146K +2,800 New
PA
111
Parallel Advisors
California
$97K +$92.4K +1,776 +2,018%
IFWM
112
Institute for Wealth Management
Colorado
$97K +$97K +1,850 New
CIAS
113
CBIZ Investment Advisory Services
Ohio
$52K – – –
PW
114
Price Wealth
Texas
$41K – – –
GEA
115
Glen Eagle Advisors
New Jersey
$38.1K +$2.3K +44 +6%
FWP
116
FAS Wealth Partners
Kansas
$34K +$34K +652 New
LAS
117
Lloyd Advisory Services
Georgia
$25K +$25K +476 New
NFG
118
Next Financial Group
Texas
$24K +$5.39K +101 +29%
TCWM
119
Total Clarity Wealth Management
Illinois
$18K +$18K +342 New
FHA
120
First Horizon Advisors
Tennessee
$17K +$101 +2 +0.6%
CFD
121
Creative Financial Designs
Indiana
$13K -$13.5K -260 -51%
TIM
122
Tortoise Investment Management
New York
$10K +$2.5K +50 +33%
JFA
123
JNBA Financial Advisors
Minnesota
$7K – – –
AIC
124
Ameritas Investment Company
Nebraska
$6K -$25K -483 -81%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$5K -$583 -12 -10%
2 3 4
5
6