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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

152 hedge funds and large institutions have $770M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
60
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$43.4M
3
UBS Group
3
UBS Group
Switzerland
$29.4M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$17.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.9M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$929K
2
SC
2
Savant Capital
Illinois
$47.6M
3
Jane Street
3
Jane Street
New York
$9.61M
4
LPL Financial
4
LPL Financial
California
$55.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
101
NewSquare Capital
Pennsylvania
$243K +$7.06K +170 +3%
CA
102
CoreCap Advisors
Michigan
$242K -$1.2K -29 -0.5%
CFD
103
Creative Financial Designs
Indiana
$242K +$71.8K +1,730 +42%
Citadel Advisors
104
Citadel Advisors
Florida
$237K -$4.88M -117,664 -95%
WAS
105
Winch Advisory Services
Wisconsin
$229K +$40K +965 +21%
VCA
106
Verdence Capital Advisors
Maryland
$219K +$219K +5,283 New
FAG
107
Fortitude Advisory Group
Washington
$213K -$35.9K -864 -14%
William Blair & Company
108
William Blair & Company
Illinois
$213K +$1.16K +28 +0.5%
UCFA
109
United Capital Financial Advisors
Texas
$206K -$16.4K -395 -7%
RIA
110
Realta Investment Advisors
Delaware
$205K – – –
IGWM
111
ICA Group Wealth Management
Colorado
$204K -$4.98K -120 -2%
BOSSRA
112
B.O.S.S. Retirement Advisors
Utah
$203K -$6.77K -163 -3%
TAM
113
Townsend Asset Management
North Carolina
$124K -$45.4K -1,093 -27%
Comerica Bank
114
Comerica Bank
Texas
$123K +$123K +2,963 New
CFGS
115
Concourse Financial Group Securities
Alabama
$116K -$8.22K -198 -7%
PB
116
Pinnacle Bancorp
Nebraska
$85.4K – – –
AF
117
Allworth Financial
California
$80.8K -$20.1K -484 -20%
Citigroup
118
Citigroup
New York
$73.7K -$3.69K -89 -5%
BCM
119
BluePath Capital Management
Georgia
$61.4K +$61.4K +1,480 New
SL
120
Savior LLC
Massachusetts
$54.2K -$5.32K -128 -9%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$50.4K – – –
HGERS
122
Householder Group Estate & Retirement Specialist
Arizona
$49.9K +$49.9K +1,201 New
VWM
123
Venturi Wealth Management
Texas
$46.8K +$46.8K +1,127 New
OLVIG
124
Oliver Lagore Vanvalin Investment Group
Michigan
$46.8K -$34.5K -831 -42%
PTC
125
Private Trust Company
Ohio
$37.2K -$3.74K -90 -9%
3 4
5
6 7