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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

165 hedge funds and large institutions have $812M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
2.93%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
33
Increased
65
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$17.2M
2
AWM
AE Wealth Management
Kansas
+$15.6M
3
SI
SimpliFi Inc
California
+$13.3M
4
LPL Financial
LPL Financial
California
+$9.69M
5
PAG
Private Advisor Group
New Jersey
+$7.05M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$71.3M
2
PI
PFS Investments
Georgia
-$40.7M
3
Jane Street
Jane Street
New York
-$36.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.6M
5
LFGH
Lee Financial Group Hawaii
Hawaii
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
126
Alliance Wealth Management Group
New Jersey
$217K – – –
TCM
127
Towercrest Capital Management
Pennsylvania
$217K – – –
WWM
128
Western Wealth Management
Colorado
$210K +$210K +3,902 New
WCFA
129
Walkner Condon Financial Advisors
Wisconsin
$204K +$204K +3,801 New
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$202K +$202K +3,753 New
NL
131
NWAM LLC
Washington
$201K +$201K +3,739 New
BAM
132
Belpointe Asset Management
Nevada
$185K +$10.5K +195 +6%
PA
133
Perennial Advisors
New York
$180K +$180K +3,346 New
NC
134
NewSquare Capital
Pennsylvania
$175K +$80.7K +1,505 +86%
MAM
135
Meeder Asset Management
Ohio
$142K – – –
COCM
136
Charter Oak Capital Management
New Hampshire
$125K +$125K +2,328 New
CFO
137
CVA Family Office
Colorado
$117K +$1.29K +24 +1%
PB
138
Pinnacle Bancorp
Nebraska
$110K – – –
APA
139
American Portfolios Advisors
New York
$97.6K -$237K -4,417 -71%
TFGT
140
TS Financial Group (TSFG)
Illinois
$91K – – –
PA
141
Parallel Advisors
California
$86K +$2.36K +44 +3%
GEA
142
Glen Eagle Advisors
New Jersey
$70.3K -$14.8K -276 -17%
LAS
143
Lloyd Advisory Services
Georgia
$60K +$12.1K +225 +25%
PWM
144
Perigon Wealth Management
California
$59K +$59K +1,095 New
PO
145
Private Ocean
California
$56K +$26.5K +493 +90%
CFD
146
Creative Financial Designs
Indiana
$49K +$5.87K +110 +14%
GWM
147
Geneos Wealth Management
Colorado
$46K -$18.2K -357 -28%
Deutsche Bank
148
Deutsche Bank
Germany
$46K +$21.7K +400 +89%
Citigroup
149
Citigroup
New York
$44K +$9.91K +186 +29%
FPW
150
Flagship Private Wealth
Massachusetts
$28.3K +$28.3K +532 New
4 5
6
7 8