AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

162 hedge funds and large institutions have $717M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-9
Holders Change %
-5.26%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
16
Increased
65
Reduced
54
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$15.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24M
3
RA
3
RFG Advisory
Alabama
$51.5M
4
PAG
4
Private Advisor Group
New Jersey
$21.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.27M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$4.35M
2
OMC
2
Old Mission Capital
Illinois
$325K
3
Jane Street
3
Jane Street
New York
$0
4
HFS
4
Horizon Financial Services
North Carolina
$610K
5
T
5
TRUADVICE
Florida
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$312K +$312K +6,016 New
TAM
102
Townsend Asset Management
North Carolina
$308K -$14.4K -278 -4%
PA
103
Procyon Advisors
Connecticut
$293K -$152K -2,934 -34%
PA
104
PSI Advisors
Florida
$283K +$283K +5,459 New
MNBTD
105
Moody National Bank Trust Division
Texas
$281K +$14.9K +288 +6%
FFS
106
Founders Financial Securities
Maryland
$262K -$138K -2,660 -34%
NC
107
NewSquare Capital
Pennsylvania
$262K +$24.4K +470 +10%
VRM
108
Vectors Research Management
New York
$259K – – –
HC
109
HNP Capital
New York
$259K – – –
IWS
110
Insight Wealth Strategies
California
$249K -$31.9K -614 -11%
TCM
111
Teza Capital Management
Illinois
$249K – – –
AFAS
112
Acorn Financial Advisory Services
Virginia
$247K – – –
LSA
113
Lion Street Advisors
Texas
$245K +$245K +4,710 New
CCA
114
Catalyst Capital Advisors
New York
$244K – – –
MHR
115
Matthew Hamilton Rosenberg
$241K +$241K +4,651 New
RWB
116
RMR Wealth Builders
New Jersey
$232K +$232K +4,471 New
TC
117
Truvestments Capital
Florida
$230K -$127K -2,448 -36%
DP
118
Denver PWM
Colorado
$230K +$1.14K +22 +0.5%
MAM
119
Meeder Asset Management
Ohio
$228K – – –
TFGT
120
TS Financial Group (TSFG)
Illinois
$223K +$103K +1,973 +85%
WCFA
121
Walkner Condon Financial Advisors
Wisconsin
$219K -$830 -16 -0.4%
CFGS
122
Concourse Financial Group Securities
Alabama
$210K -$118K -2,274 -36%
TCM
123
Towercrest Capital Management
Pennsylvania
$210K – – –
AWMG
124
Alliance Wealth Management Group
New Jersey
$210K – – –
NRI
125
NFP Retirement Inc
California
$207K -$14.4K -278 -7%
3 4
5
6 7