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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

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

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

9% more funds holding

Funds holding: 128 → 139 (+11)

2.87% more ownership

Funds ownership: 65.23% → 68.11% (+2.9%)

4% more capital invested

Capital invested by funds: $678M → $707M (+$28.9M)

Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
3.06%
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

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$46M
2
Citadel Advisors
Citadel Advisors
Florida
+$40.3M
3
PWMG
Prestige Wealth Management Group
New Jersey
+$35.7M
4
SI
SimpliFi Inc
California
+$28.4M
5
HI
Horizon Investments
North Carolina
+$18.1M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$67.8M
2
PI
PFS Investments
Georgia
-$33.6M
3
AWS
AJ Wealth Strategies
New York
-$15.8M
4
SL
Systelligence LLC
Minnesota
-$15.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PW
126
Price Wealth
Texas
$40K – – –
LAS
127
Lloyd Advisory Services
Georgia
$39K +$14.6K +279 +59%
CTB
128
Country Trust Bank
Illinois
$19K +$19.4K +370 New
FHA
129
First Horizon Advisors
Tennessee
$16K -$890 -17 -5%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$11K +$6.18K +118 +115%
TIM
131
Tortoise Investment Management
New York
$10K – – –
US Bancorp
132
US Bancorp
Minnesota
$9K +$9.32K +178 New
GSWM
133
Golden State Wealth Management
California
$7K +$6.65K +127 New
LPWM
134
Lake Point Wealth Management
Texas
$4K – – –
SL
135
Savior LLC
Massachusetts
$3K – – –
NR
136
Newfound Research
Massachusetts
$2K +$52 +1 +3%
CFFP
137
Center for Financial Planning
Michigan
$2K +$2.15K +41 New
BCM
138
Blume Capital Management
California
$2K +$2.72K +52 New
BlackRock
139
BlackRock
New York
$1K -$460K -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

AGGY Hedge Fund Activity: Q1 2020 in Review

139 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2020, worth a combined $707M — up 4.3% from $678M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AGGY positions and 22 closed out — a net gain of 14 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $46M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $67.8M.

  • 139 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2020, up from 128 in Q4 2019.
  • Funds reported $707M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2020, up 4.3% quarter-over-quarter.
  • 36 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2020 and 22 closed out, a net change of +14 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2020 was Jane Street, an estimated $46M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $67.8M sold.

Based on aggregated 13F filings for Q1 2020.