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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

139 hedge funds and large institutions have $707M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

9% more funds holding

Funds holding: 128 → 139 (+11)

2.87% more ownership

Funds ownership: 65.23% → 68.11% (+2.9%)

4% more capital invested

Capital invested by funds: $678M → $707M (+$28.9M)

Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
3.06%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
36
Increased
51
Reduced
44
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$46M
2
Citadel Advisors
Citadel Advisors
Florida
+$40.3M
3
PWMG
Prestige Wealth Management Group
New Jersey
+$35.7M
4
SI
SimpliFi Inc
California
+$28.4M
5
HI
Horizon Investments
North Carolina
+$18.1M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$67.8M
2
PI
PFS Investments
Georgia
-$33.6M
3
AWS
AJ Wealth Strategies
New York
-$15.8M
4
SL
Systelligence LLC
Minnesota
-$15.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$256K -$6.91K -132 -3%
PA
102
PFG Advisors
Arizona
$255K +$251K +4,796 New
RIG
103
Roosevelt Investment Group
New York
$247K +$250K +4,776 New
AFAS
104
Acorn Financial Advisory Services
Virginia
$246K +$249K +4,757 New
MFS
105
McNamara Financial Services
Massachusetts
$244K +$247K +4,717 New
PAS
106
Park Avenue Securities
New York
$228K -$36.9K -704 -14%
AWS
107
AJ Wealth Strategies
New York
$223K -$15.8M -302,253 -99%
HR
108
Hayden Royal
North Carolina
$214K +$217K +4,148 New
MWM
109
Meridian Wealth Management
Kentucky
$210K +$213K +4,071 New
AWMG
110
Alliance Wealth Management Group
New Jersey
$209K – – –
EE
111
EWG Elevate
California
$208K -$34.8K -665 -14%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$201K +$204K +3,896 New
PFS
113
Prospera Financial Services
Texas
$200K +$202K +3,865 New
CF
114
Centaurus Financial
California
$190K -$27.2K -520 -12%
GEA
115
Glen Eagle Advisors
New Jersey
$158K +$122K +2,320 +318%
CAN
116
Claraphi Advisory Network
United States
$157K -$175K -3,346 -52%
VCP
117
Verus Capital Partners
Arizona
$138K -$15.2K -290 -10%
NFG
118
Next Financial Group
Texas
$115K +$93.1K +1,778 +395%
CFD
119
Creative Financial Designs
Indiana
$110K +$98.9K +1,889 +756%
CFO
120
CVA Family Office
Colorado
$110K +$112K +2,133 New
BAM
121
Belpointe Asset Management
Nevada
$101K -$3.71M -70,810 -97%
AP
122
Advisors Preferred
Maryland
$83K +$83.7K +1,598 New
OPS
123
Orion Portfolio Solutions
Nebraska
$66K +$67.3K +1,285 New
TC
124
Truvestments Capital
Florida
$54K +$54.8K +1,047 New
CIAS
125
CBIZ Investment Advisory Services
Ohio
$52K – – –
3 4
5
6 7

AGGY Hedge Fund Activity: Q1 2020 in Review

139 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2020, worth a combined $707M — up 4.3% from $678M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AGGY positions and 22 closed out — a net gain of 14 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $46M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $67.8M.

  • 139 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2020, up from 128 in Q4 2019.
  • Funds reported $707M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2020, up 4.3% quarter-over-quarter.
  • 36 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2020 and 22 closed out, a net change of +14 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2020 was Jane Street, an estimated $46M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $67.8M sold.

Based on aggregated 13F filings for Q1 2020.