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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

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

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

165% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 23

29% more funds holding

Funds holding: 99 → 128 (+29)

20% more capital invested

Capital invested by funds: $564M → $678M (+$114M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

3.52% more ownership

Funds ownership: 61.72% → 65.23% (+3.5%)

Holders
128
Holders Change
+29
Holders Change %
+29.29%
% of All Funds
2.52%
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

Rank Fund Capital Flow
1
MMA
Miracle Mile Advisors
California
+$37.7M
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

Rank Fund Capital Flow
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 		Change in
Stake
CL
101
Cabana LLC
Arkansas
$233K -$366K -7,017 -61%
KFP
102
KMG Fiduciary Partners
Ohio
$229K +$228K +4,374 New
CF
103
Centaurus Financial
California
$220K -$11K -211 -5%
WCFA
104
Walkner Condon Financial Advisors
Wisconsin
$219K +$218K +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 +$92.7K +1,776 +2,018%
IFWM
112
Institute for Wealth Management
Colorado
$97K +$96.6K +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 +$24.9K +476 New
NFG
118
Next Financial Group
Texas
$24K +$5.27K +101 +29%
TCWM
119
Total Clarity Wealth Management
Illinois
$18K +$17.9K +342 New
FHA
120
First Horizon Advisors
Tennessee
$17K +$104 +2 +0.6%
CFD
121
Creative Financial Designs
Indiana
$13K -$13.6K -260 -51%
TIM
122
Tortoise Investment Management
New York
$10K +$2.61K +50 +33%
JFA
123
JNBA Financial Advisors
Minnesota
$7K – – –
AIC
124
Ameritas Investment Company
Nebraska
$6K -$25.2K -483 -81%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$5K -$627 -12 -10%
2 3 4
5
6

AGGY Hedge Fund Activity: Q4 2019 in Review

128 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2019, worth a combined $678M — up 20% from $564M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AGGY positions and 6 closed out — a net gain of 30 holders — while 61 added to existing stakes and 23 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $37.7M. The largest seller was Horizon Investments, cutting an estimated $27.1M.

  • 128 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2019, up from 99 in Q3 2019.
  • Funds reported $678M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2019, up 20% quarter-over-quarter.
  • 36 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2019 and 6 closed out, a net change of +30 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2019 was Miracle Mile Advisors, an estimated $37.7M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2019 was Horizon Investments, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2019.