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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

146 hedge funds and large institutions have $957M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 73 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.95%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
15
Increased
73
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$27.5M
2
LPL Financial
LPL Financial
California
+$20.5M
3
AAS
Avantax Advisory Services
Texas
+$6.53M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.21M
5
PI
PFS Investments
Georgia
+$6.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$49.7M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$20.6M
3
DWM
Darwin Wealth Management
Florida
-$8.44M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.07M
5
ACM
Ashford Capital Management
Delaware
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
101
Truvestments Capital
Florida
$412K +$412K +7,666 New
FFG
102
Frisch Financial Group
New York
$394K +$2.1K +39 +0.5%
TAM
103
Townsend Asset Management
North Carolina
$363K +$860 +16 +0.2%
APA
104
American Portfolios Advisors
New York
$336K +$42.8K +795 +15%
OPS
105
Orion Portfolio Solutions
Nebraska
$325K -$143K -2,653 -31%
CFGS
106
Concourse Financial Group Securities
Alabama
$298K -$5K -93 -2%
PAS
107
Park Avenue Securities
New York
$263K +$3.61K +67 +1%
AFAS
108
Acorn Financial Advisory Services
Virginia
$256K -$269 -5 -0.1%
CCA
109
Catalyst Capital Advisors
New York
$253K – – –
TCM
110
Teza Capital Management
Illinois
$249K – – –
CAN
111
Cetera Advisor Networks
California
$242K -$109K -2,026 -31%
5L
112
55I LLC
Massachusetts
$240K -$376 -7 -0.2%
DADC
113
D.A. Davidson & Co
Montana
$236K – – –
MFS
114
McNamara Financial Services
Massachusetts
$233K +$3.23K +60 +1%
FTUS
115
Flow Traders U.S.
New York
$231K -$1.25M -23,294 -84%
MNBTD
116
Moody National Bank Trust Division
Texas
$228K -$2.53K -47 -1%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$223K – – –
AWMG
118
Alliance Wealth Management Group
New Jersey
$218K – – –
TCM
119
Towercrest Capital Management
Pennsylvania
$218K – – –
JWCA
120
J.W. Cole Advisors
Florida
$211K +$211K +3,923 New
NFG
121
Next Financial Group
Texas
$183K -$18K -333 -9%
BAM
122
Belpointe Asset Management
Nevada
$175K +$175K +3,248 New
MAM
123
Meeder Asset Management
Ohio
$143K +$143K +2,650 New
CFO
124
CVA Family Office
Colorado
$116K +$591 +11 +0.5%
PB
125
Pinnacle Bancorp
Nebraska
$111K – – –
3 4
5
6 7