AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

162 hedge funds and large institutions have $853M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
76
Reduced
44
Closed
13
Calls
$39K
Puts
$399K
Net Calls
-$360K
Net Calls Change
-$467K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$56.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.1M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$46.8M
4
IAA
4
Independent Advisor Alliance
North Carolina
$3.38M
5
GSEP
5
Golden State Equity Partners
California
$3.13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$123M
2
BFG
2
Beacon Financial Group
Texas
$4.15M
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$504K
4
Jane Street
4
Jane Street
New York
$961K
5
NS
5
NBC Securities
Alabama
$2.45K
Name Holding Trade Value Shares
Change 		Shares
Change %
UAG
101
United Advisor Group
Ohio
$408K -$56.8K -1,324 -12%
GWSG
102
GPS Wealth Strategies Group
Colorado
$405K -$19.1K -444 -4%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$404K -$6.05K -141 -1%
KC
104
Kades & Cheifetz
Pennsylvania
$389K +$389K +9,070 New
LWM
105
Lionshead Wealth Management
New York
$377K +$377K +8,776 New
WCFA
106
Walkner Condon Financial Advisors
Wisconsin
$371K +$7.13K +166 +2%
DWM
107
Drive Wealth Management
Utah
$368K +$101K +2,345 +38%
JIR
108
James Investment Research
Ohio
$348K +$52.6K +1,225 +18%
CFD
109
Creative Financial Designs
Indiana
$342K +$38.8K +903 +13%
CFO
110
CVA Family Office
Colorado
$339K – – –
MFS
111
McNamara Financial Services
Massachusetts
$335K -$51.4K -1,197 -13%
CA
112
CoreCap Advisors
Michigan
$331K +$102K +2,386 +45%
MF
113
Meridian Financial
Massachusetts
$314K +$7.17K +167 +2%
QWM
114
Quadcap Wealth Management
Texas
$307K +$2.23K +52 +0.7%
SAW
115
Signal Advisors Wealth
Michigan
$294K -$37.9K -882 -11%
EAM
116
Empirical Asset Management
Massachusetts
$290K +$290K +6,762 New
TFG
117
Team Financial Group
California
$282K -$4.89K -114 -2%
AWM
118
Atticus Wealth Management
Florida
$281K -$37K -861 -12%
IWM
119
IHT Wealth Management
Illinois
$269K -$88.1K -2,053 -25%
MFG
120
Merit Financial Group
Georgia
$253K +$253K +5,894 New
T
121
Transce3nd
Texas
$233K +$233K +5,434 New
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$230K -$11.6K -270 -5%
VWM
123
Venturi Wealth Management
Texas
$227K +$178K +4,140 +362%
AFAS
124
Acorn Financial Advisory Services
Virginia
$225K – – –
HAG
125
HF Advisory Group
Maryland
$223K +$12.1K +283 +6%
3 4
5
6 7