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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

156 hedge funds and large institutions have $862M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
156
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
17
Increased
64
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$29.5M
2
Bank of America
2
Bank of America
North Carolina
$173M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$46.6M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$32.8M
5
Jane Street
5
Jane Street
New York
$9.84M

Top Sellers

1
EH
1
Equitable Holdings
New York
$366K
2
AWM
2
AE Wealth Management
Kansas
$9.34M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.5M
4
LPL Financial
4
LPL Financial
California
$53.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.14M
Name Market Value Shares Shares
Change 		Shares
Change %
QWM
101
Quadcap Wealth Management
Texas
$318K 7,316 -1,400 -16%
MF
102
Meridian Financial
Massachusetts
$301K 6,931 -144 -2%
IWM
103
IHT Wealth Management
Illinois
$297K 6,833 +239 +4%
TFG
104
Team Financial Group
California
$287K 6,624 -1,245 -16%
BZWA
105
Blue Zone Wealth Advisors
California
$275K 6,329 -1,622 -20%
PA
106
Perennial Advisors
New York
$261K 6,005 – –
ECM
107
Evergreen Capital Management
Washington
$256K 5,900 +5,900 New
FFA
108
Frazier Financial Advisors
Ohio
$253K 5,827 – –
MFG
109
Merit Financial Group
Georgia
$247K 5,789 -1,597 -22%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$236K 5,445 -1,164 -18%
CWM
111
Collaborative Wealth Management
Florida
$231K 5,323 -2,965 -36%
AWM
112
Alterna Wealth Management
Texas
$226K 5,201 +5,201 New
JIR
113
James Investment Research
Ohio
$221K 5,097 +5,097 New
VCA
114
Verdence Capital Advisors
Maryland
$216K 4,977 -23 -0.5%
AFAS
115
Acorn Financial Advisory Services
Virginia
$209K 4,826 – –
HAG
116
HF Advisory Group
Maryland
$209K 4,824 +4,824 New
RIA
117
Realta Investment Advisors
Delaware
$175K 4,030 +4,030 New
Comerica Bank
118
Comerica Bank
Texas
$162K 3,726 +763 +26%
AWM
119
Avior Wealth Management
Nebraska
$145K 3,348 +3,348 New
IGWM
120
ICA Group Wealth Management
Colorado
$136K 3,138 -186 -6%
CFGS
121
Concourse Financial Group Securities
Alabama
$130K 2,988 +182 +6%
VWM
122
Venturi Wealth Management
Texas
$119K 2,745 +1,146 +72%
PB
123
Pinnacle Bancorp
Nebraska
$89.3K 2,057 – –
Citigroup
124
Citigroup
New York
$72.7K 1,676 +122 +8%
TAM
125
Townsend Asset Management
North Carolina
$41.8K 962 -1,837 -66%
3 4
5
6 7