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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

171 hedge funds and large institutions have $719M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-4
Holders Change %
-2.29%
% of All Funds
2.99%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
16
Increased
69
Reduced
61
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$30.2M
2
RA
2
RFG Advisory
Alabama
$42.1M
3
JFS
3
JD Financial Services
Pennsylvania
$12.5M
4
AWM
4
AE Wealth Management
Kansas
$35.6M
5
Barclays
5
Barclays
United Kingdom
$5.24M

Top Sellers

1
SI
1
SimpliFi Inc
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HFS
3
Horizon Financial Services
North Carolina
$4.43M
4
MMA
4
Miracle Mile Advisors
California
$32.1M
5
NRI
5
NFP Retirement Inc
California
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFGH
101
Lee Financial Group Hawaii
Hawaii
$442K -$39.8K -764 -8%
FWP
102
Firethorn Wealth Partners
Georgia
$429K +$182K +3,487 +74%
FFS
103
Founders Financial Securities
Maryland
$403K -$7.99K -153 -2%
TC
104
Truvestments Capital
Florida
$359K -$44.2K -846 -11%
CFGS
105
Concourse Financial Group Securities
Alabama
$330K -$27K -516 -8%
TAM
106
Townsend Asset Management
North Carolina
$324K +$626 +12 +0.2%
Renaissance Technologies
107
Renaissance Technologies
New York
$308K -$229K -4,384 -43%
SPC
108
Sigma Planning Corp
Michigan
$303K -$2.35M -45,105 -89%
GAG
109
GM Advisory Group
New York
$296K -$5.44K -104 -2%
IWS
110
Insight Wealth Strategies
California
$282K +$7.46K +143 +3%
GSWM
111
Golden State Wealth Management
California
$272K +$272K +5,217 New
OIA
112
OneDigital Investment Advisors
Kansas
$269K -$151K -2,890 -36%
MNBTD
113
Moody National Bank Trust Division
Texas
$268K – – –
VRM
114
Vectors Research Management
New York
$260K -$30.1K -576 -10%
HC
115
HNP Capital
New York
$260K -$30.1K -576 -10%
TCM
116
Teza Capital Management
Illinois
$249K – – –
AFAS
117
Acorn Financial Advisory Services
Virginia
$248K – – –
CCA
118
Catalyst Capital Advisors
New York
$245K – – –
NC
119
NewSquare Capital
Pennsylvania
$239K +$32.2K +615 +16%
OPS
120
Orion Portfolio Solutions
Nebraska
$233K -$230K -4,421 -50%
WWM
121
Western Wealth Management
Colorado
$233K -$108K -2,071 -32%
DP
122
Denver PWM
Colorado
$230K -$3.27M -62,612 -93%
MAM
123
Meeder Asset Management
Ohio
$230K – – –
NRI
124
NFP Retirement Inc
California
$222K -$5.71M -109,368 -96%
WCFA
125
Walkner Condon Financial Advisors
Wisconsin
$221K +$221K +4,237 New
3 4
5
6 7