AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

141 hedge funds and large institutions have $926M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+2
Holders Change %
+1.44%
% of All Funds
2.9%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
31
Increased
61
Reduced
40
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
+$79.6M
2
PI
PFS Investments
Georgia
+$29.1M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$20.4M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$18.8M
5
AWM
AE Wealth Management
Kansas
+$15M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$38.3M
2
Jane Street
Jane Street
New York
-$32.7M
3
3AM
3D Asset Management
Connecticut
-$3.46M
4
EH
Equitable Holdings
New York
-$3.16M
5
BAAM
Baker Avenue Asset Management
California
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
126
Pinnacle Bancorp
Nebraska
$111K +$111K +2,057 New
PA
127
Parallel Advisors
California
$84K -$562K -10,457 -87%
TFA
128
Transamerica Financial Advisors
Florida
$51K +$51K +944 New
NC
129
NewSquare Capital
Pennsylvania
$44K +$44K +825 New
LAS
130
Lloyd Advisory Services
Georgia
$42K +$978 +18 +2%
GWM
131
Geneos Wealth Management
Colorado
$34K +$34K +650 New
TFGT
132
TS Financial Group (TSFG)
Illinois
$30K +$30K +560 New
PO
133
Private Ocean
California
$29K +$29K +545 New
CIAS
134
CBIZ Investment Advisory Services
Ohio
$28K -$52K – –
FHA
135
First Horizon Advisors
Tennessee
$17K +$106 +2 +0.6%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$11K +$11K +210 New
Fidelity Investments
137
Fidelity Investments
Massachusetts
$6K -$6.75K -117 -53%
SL
138
Savior LLC
Massachusetts
$3K – – –
SPIA
139
Steward Partners Investment Advisory
New York
$2K +$2K +30 New
FHA
140
Flagship Harbor Advisors
Massachusetts
$2K +$2K +55 New
BlackRock
141
BlackRock
New York
$1K – – –
Citigroup
142
Citigroup
New York
$1K +$1K +14 New
BAAM
143
Baker Avenue Asset Management
California
– -$3.05M -59,000 Closed
Bank of New York Mellon
144
Bank of New York Mellon
New York
– -$2.07M -40,013 Closed
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
– -$1.31M -25,281 Closed
FFS
146
Founders Financial Securities
Maryland
– -$997K -19,303 Closed
VA
147
Valmark Advisers
Ohio
– -$879K -17,011 Closed
AIP
148
Almanack Investment Partners
Pennsylvania
– -$625K -12,095 Closed
AW
149
ACG Wealth
Georgia
– -$525K -10,155 Closed
CCM
150
Covington Capital Management
California
– -$498K -9,646 Closed
3 4 5
6
7