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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

141 hedge funds and large institutions have $926M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+2
Holders Change %
+1.44%
% of All Funds
2.9%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
31
Increased
61
Reduced
40
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
+$79.6M
2
PI
PFS Investments
Georgia
+$29.1M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$20.4M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$18.8M
5
AWM
AE Wealth Management
Kansas
+$15M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$38.3M
2
Jane Street
Jane Street
New York
-$32.7M
3
3AM
3D Asset Management
Connecticut
-$3.46M
4
EH
Equitable Holdings
New York
-$3.16M
5
BAAM
Baker Avenue Asset Management
California
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
101
American Portfolios Advisors
New York
$293K -$18.6K -346 -6%
FPIS
102
Financial Planning & Information Services
Wisconsin
$273K +$273K +5,070 New
PAS
103
Park Avenue Securities
New York
$259K +$21.9K +408 +9%
AFAS
104
Acorn Financial Advisory Services
Virginia
$256K – – –
CCA
105
Catalyst Capital Advisors
New York
$253K +$253K +4,700 New
TCM
106
Teza Capital Management
Illinois
$249K +$249K +4,700 New
5L
107
55I LLC
Massachusetts
$241K -$74.4K -1,381 -24%
DADC
108
D.A. Davidson & Co
Montana
$236K +$236K +4,380 New
AWS
109
AJ Wealth Strategies
New York
$233K – – –
MNBTD
110
Moody National Bank Trust Division
Texas
$231K -$43.1K -801 -16%
MFS
111
McNamara Financial Services
Massachusetts
$229K -$24.3K -453 -10%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$223K -$44.1K -817 -17%
BIP
113
Blueprint Investment Partners
North Carolina
$222K +$222K +4,119 New
MWM
114
Meridian Wealth Management
Kentucky
$219K – – –
TCM
115
Towercrest Capital Management
Pennsylvania
$218K -$218K -4,050 -50%
AWMG
116
Alliance Wealth Management Group
New Jersey
$218K – – –
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$209K – – –
NFG
118
Next Financial Group
Texas
$201K +$80.8K +1,499 +67%
CF
119
Centaurus Financial
California
$195K -$2.96K -55 -1%
PA
120
Perennial Advisors
New York
$165K +$165K +3,061 New
AWM
121
Apollon Wealth Management
South Carolina
$151K +$151K +2,811 New
AP
122
Advisors Preferred
Maryland
$135K +$48.9K +908 +57%
CFO
123
CVA Family Office
Colorado
$116K +$756 +14 +0.7%
CFD
124
Creative Financial Designs
Indiana
$115K – – –
GEA
125
Glen Eagle Advisors
New Jersey
$111K -$53K -984 -32%
3 4
5
6 7