AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

139 hedge funds and large institutions have $707M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
3.07%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
36
Increased
51
Reduced
44
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$45.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$39.7M
3
PWMG
Prestige Wealth Management Group
New Jersey
+$35.2M
4
SI
SimpliFi Inc
California
+$28M
5
HI
Horizon Investments
North Carolina
+$17.8M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$66.9M
2
PI
PFS Investments
Georgia
-$33.1M
3
AWS
AJ Wealth Strategies
New York
-$15.6M
4
SL
Systelligence LLC
Minnesota
-$15.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PW
126
Price Wealth
Texas
$40K – – –
LAS
127
Lloyd Advisory Services
Georgia
$39K +$14.4K +279 +59%
CTB
128
Country Trust Bank
Illinois
$19K +$19K +370 New
FHA
129
First Horizon Advisors
Tennessee
$16K -$850 -17 -5%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$11K +$5.87K +118 +115%
TIM
131
Tortoise Investment Management
New York
$10K – – –
US Bancorp
132
US Bancorp
Minnesota
$9K +$9K +178 New
GSWM
133
Golden State Wealth Management
California
$7K +$7K +127 New
LPWM
134
Lake Point Wealth Management
Texas
$4K – – –
SL
135
Savior LLC
Massachusetts
$3K – – –
NR
136
Newfound Research
Massachusetts
$2K +$67 +1 +3%
CFFP
137
Center for Financial Planning
Michigan
$2K +$2K +41 New
BCM
138
Blume Capital Management
California
$2K +$2K +52 New
BlackRock
139
BlackRock
New York
$1K -$462K -8,776 -100%
SL
140
Systelligence LLC
Minnesota
– -$15.5M -297,189 Closed
BSAM
141
Blue Sky Asset Management
Colorado
– -$5.24M -100,346 Closed
MAG
142
Mokosak Advisory Group
Iowa
– -$3.87M -74,129 Closed
CCP
143
Cardan Capital Partners
Colorado
– -$3M -57,423 Closed
AWM
144
Apollon Wealth Management
South Carolina
– -$1.8M -34,235 Closed
IAA
145
Independent Advisor Alliance
North Carolina
– -$1.67M -31,908 Closed
HC
146
HNP Capital
New York
– -$951K -18,096 Closed
ACM
147
AlphaStar Capital Management
North Carolina
– -$639K -12,223 Closed
MA
148
Mutual Advisors
Nebraska
– -$623K -11,927 Closed
EF
149
Empirical Finance
Pennsylvania
– -$419K -8,028 Closed
PAS
150
Partnervest Advisory Services
California
– -$303K -5,800 Closed
3 4 5
6
7