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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

146 hedge funds and large institutions have $957M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 73 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.95%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
15
Increased
73
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$27.5M
2
LPL Financial
LPL Financial
California
+$20.5M
3
AAS
Avantax Advisory Services
Texas
+$6.53M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.21M
5
PI
PFS Investments
Georgia
+$6.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$49.7M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$20.6M
3
DWM
Darwin Wealth Management
Florida
-$8.44M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.07M
5
ACM
Ashford Capital Management
Delaware
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
126
Centaurus Financial
California
$109K -$86.7K -1,607 -44%
AP
127
Advisors Preferred
Maryland
$107K -$28.4K -526 -21%
NC
128
NewSquare Capital
Pennsylvania
$95K +$50.5K +935 +113%
TFGT
129
TS Financial Group (TSFG)
Illinois
$92K +$61.7K +1,141 +204%
GEA
130
Glen Eagle Advisors
New Jersey
$85.3K -$25.8K -480 -23%
PA
131
Parallel Advisors
California
$84K – – –
GWM
132
Geneos Wealth Management
Colorado
$67K +$32.4K +607 +93%
F
133
F3Logic
Minnesota
$59.1K +$59.1K +1,098 New
LAS
134
Lloyd Advisory Services
Georgia
$48K +$6.31K +117 +15%
CFD
135
Creative Financial Designs
Indiana
$44K -$72.3K -1,330 -62%
Citigroup
136
Citigroup
New York
$34K +$33.3K +626 +4,471%
PO
137
Private Ocean
California
$30K +$164 +3 +0.6%
CIAS
138
CBIZ Investment Advisory Services
Ohio
$29K -$28K – –
Deutsche Bank
139
Deutsche Bank
Germany
$24K +$24K +448 New
PFS
140
Prospera Financial Services
Texas
$19K +$19K +351 New
FHA
141
First Horizon Advisors
Tennessee
$17K +$105 +2 +0.6%
MA
142
MUFG Americas
New York
$6K – – –
Fidelity Investments
143
Fidelity Investments
Massachusetts
$4K -$1.62K -30 -29%
SL
144
Savior LLC
Massachusetts
$3K – – –
FHA
145
Flagship Harbor Advisors
Massachusetts
$3K +$462 +10 +18%
SPIA
146
Steward Partners Investment Advisory
New York
$2K – – –
BlackRock
147
BlackRock
New York
$1K – – –
LFG
148
Larson Financial Group
Missouri
$1K +$1K +21 New
Citadel Advisors
149
Citadel Advisors
Florida
– -$3.07M -56,955 Closed
AI
150
Atria Investments
North Carolina
– -$2.05M -38,158 Closed
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