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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

175 hedge funds and large institutions have $747M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
3.08%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.18%
New
24
Increased
73
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$20.1M
2
RA
2
RFG Advisory
Alabama
$31.6M
3
NRI
3
NFP Retirement Inc
California
$5.82M
4
Citadel Advisors
4
Citadel Advisors
Florida
$21.7M
5
PWS
5
Private Wealth Strategies
Ohio
$26.8M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AWM
2
AE Wealth Management
Kansas
$28M
3
CCA
3
Clearwater Capital Advisors
Illinois
$10.1M
4
ACM
4
Ashford Capital Management
Delaware
$8.31M
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$6.81M
Name Market Value Shares Shares
Change 		Shares
Change %
LFGH
101
Lee Financial Group Hawaii
Hawaii
$473K 9,239 -4,885 -35%
OPS
102
Orion Portfolio Solutions
Nebraska
$455K 8,893 +447 +5%
22CM
103
20/20 Capital Management
California
$453K 8,855 -3,353 -27%
RIA
104
Realta Investment Advisors
Delaware
$449K 8,772 +312 +4%
SFG
105
SNS Financial Group
Minnesota
$424K 8,278 +270 +3%
OIA
106
OneDigital Investment Advisors
Kansas
$412K 8,039 -41,873 -84%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$407K 7,958 -3,582 -31%
5L
108
55I LLC
Massachusetts
$406K 7,939 +3,587 +82%
FFS
109
Founders Financial Securities
Maryland
$403K 7,866 +894 +13%
TC
110
Truvestments Capital
Florida
$395K 7,716 +93 +1%
CFGS
111
Concourse Financial Group Securities
Alabama
$350K 6,833 +1,905 +39%
FHC
112
First Heartland Consultants
Missouri
$338K 6,595 +6,595 New
WWM
113
Western Wealth Management
Colorado
$335K 6,537 +2,635 +68%
AIC
114
Ameritas Investment Company
Nebraska
$323K 6,303 -16,030 -72%
TAM
115
Townsend Asset Management
North Carolina
$317K 6,198 +14 +0.2%
GAG
116
GM Advisory Group
New York
$295K 5,765 +5,765 New
SWM
117
Spire Wealth Management
Virginia
$294K 5,744 +5,744 New
HC
118
HNP Capital
New York
$284K 5,555 -3,909 -41%
VRM
119
Vectors Research Management
New York
$284K 5,555 -3,909 -41%
IWS
120
Insight Wealth Strategies
California
$270K 5,264 -5,698 -52%
MNBTD
121
Moody National Bank Trust Division
Texas
$263K 5,127 +686 +15%
TCM
122
Teza Capital Management
Illinois
$249K 4,700 – –
MFS
123
McNamara Financial Services
Massachusetts
$247K 4,593 +269 +6%
AFAS
124
Acorn Financial Advisory Services
Virginia
$243K 4,752 – –
FWP
125
Firethorn Wealth Partners
Georgia
$242K 4,729 -341 -7%
3 4
5
6 7