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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

151 hedge funds and large institutions have $798M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
16
Increased
66
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$37.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.9M
3
Bank of America
Bank of America
North Carolina
$175M
4
IA
Insight Advisors
Pennsylvania
$5.76M
5
UBS Group
UBS Group
Switzerland
$38.9M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$210K
2
Morgan Stanley
Morgan Stanley
New York
$14.2M
3
Jane Street
Jane Street
New York
$2.65M
4
SFA
Sequoia Financial Advisors
Ohio
$228K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
101
Perennial Advisors
New York
$258K – – –
MFG
102
Merit Financial Group
Georgia
$249K +$387 +9 +0.2%
GI
103
Gradient Investments
Minnesota
$246K +$246K +5,716 New
SFA
104
Sequoia Financial Advisors
Ohio
$228K -$6.78M -157,831 -97%
SW
105
Simplicity Wealth
New Jersey
$227K +$227K +5,280 New
AFAS
106
Acorn Financial Advisory Services
Virginia
$225K +$17.8K +415 +9%
OLA
107
Oliver Luxxe Assets
New Jersey
$217K +$217K +5,061 New
IWM
108
IHT Wealth Management
Illinois
$217K -$76.4K -1,779 -26%
HAG
109
HF Advisory Group
Maryland
$217K +$9.92K +231 +5%
VCA
110
Verdence Capital Advisors
Maryland
$216K +$2.32K +54 +1%
GAG
111
GM Advisory Group
New York
$214K +$214K +4,983 New
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$210K -$45.9M -1,068,669 -100%
CWM
113
Collaborative Wealth Management
Florida
$204K -$24.4K -569 -11%
Comerica Bank
114
Comerica Bank
Texas
$172K +$12K +280 +8%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$158K +$158K +3,673 New
FFA
116
Frazier Financial Advisors
Ohio
$156K -$94.5K -2,200 -38%
RIA
117
Realta Investment Advisors
Delaware
$142K -$31.1K -725 -18%
BIM
118
Breakwater Investment Management
Washington
$134K +$134K +3,128 New
Citigroup
119
Citigroup
New York
$131K +$59.1K +1,375 +82%
CFGS
120
Concourse Financial Group Securities
Alabama
$129K +$258 +6 +0.2%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$125K -$109K -2,540 -47%
AWM
122
Avior Wealth Management
Nebraska
$94.2K -$49.7K -1,156 -35%
PB
123
Pinnacle Bancorp
Nebraska
$88.4K – – –
VWM
124
Venturi Wealth Management
Texas
$49.2K -$68.7K -1,600 -58%
TAM
125
Townsend Asset Management
North Carolina
$41.5K +$172 +4 +0.4%
3 4
5
6 7