AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund

145 hedge funds and large institutions have $656M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+5
Holders Change %
+3.57%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
45
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
101
Camarda Financial Advisors
Florida
$218K +$218K +5,103 New
William Blair & Company
102
William Blair & Company
Illinois
$215K -$58.6K -1,375 -21%
DWM
103
Darwin Wealth Management
Florida
$212K -$75.3K -1,709 -26%
DP
104
Denver PWM
Colorado
$210K +$1.75K +41 +0.8%
PWS
105
Private Wealth Strategies
Ohio
$206K +$206K +4,838 New
VRM
106
Vectors Research Management
New York
$171K -$32.1K -751 -16%
IGWM
107
ICA Group Wealth Management
Colorado
$170K +$170K +3,997 New
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$168K -$74.3K -1,737 -31%
WAS
109
Winch Advisory Services
Wisconsin
$145K +$5.12K +120 +4%
CFGS
110
Concourse Financial Group Securities
Alabama
$142K -$2.56K -60 -2%
TC
111
Truvestments Capital
Florida
$123K -$3.16K -74 -3%
PB
112
Pinnacle Bancorp
Nebraska
$88K
NFSG
113
Newbridge Financial Services Group
Florida
$65.8K
EE
114
EWG Elevate
California
$63.5K +$63.5K +1,488 New
SL
115
Savior LLC
Massachusetts
$62.2K +$60.7K +1,424 +4,315%
CFD
116
Creative Financial Designs
Indiana
$60.1K +$53.7K +1,259 +845%
CFO
117
CVA Family Office
Colorado
$58.5K +$512 +12 +0.9%
CAL
118
Capital Analysts LLC
Pennsylvania
$41K -$62K -1,468 -60%
TFA
119
Transamerica Financial Advisors
Florida
$38K -$349 -8 -0.9%
PA
120
Parallel Advisors
California
$35.4K +$31.3K +734 +765%
C
121
Covestor
United Kingdom
$32K +$779 +18 +2%
FMII
122
Farmers & Merchants Investments Inc
Nebraska
$26.2K +$26.2K +615 New
BAM
123
Belpointe Asset Management
Nevada
$23.5K +$23.5K +551 New
GWM
124
Geneos Wealth Management
Colorado
$23.5K -$9.26K -217 -28%
PTC
125
Private Trust Company
Ohio
$21K +$6.85K +162 +48%