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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

166 hedge funds and large institutions have $813M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

29% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 51

13% more funds holding

Funds holding: 147 → 166 (+19)

1.96% less ownership

Funds ownership: 71.42% → 69.46% (-2%)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

15% less capital invested

Capital invested by funds: $957M → $813M (-$144M)

Holders
166
Holders Change
+19
Holders Change %
+12.93%
% of All Funds
2.94%
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
66
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$17.1M
2
AWM
AE Wealth Management
Kansas
+$15.6M
3
SI
SimpliFi Inc
California
+$13.3M
4
LPL Financial
LPL Financial
California
+$9.68M
5
PAG
Private Advisor Group
New Jersey
+$7.04M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$71.3M
2
PI
PFS Investments
Georgia
-$41.2M
3
Jane Street
Jane Street
New York
-$36.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.5M
5
LFGH
Lee Financial Group Hawaii
Hawaii
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$225K +$2.9K +54 +1%
AWMG
127
Alliance Wealth Management Group
New Jersey
$217K – – –
TCM
128
Towercrest Capital Management
Pennsylvania
$217K – – –
WWM
129
Western Wealth Management
Colorado
$210K +$209K +3,902 New
WCFA
130
Walkner Condon Financial Advisors
Wisconsin
$204K +$204K +3,801 New
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$202K +$201K +3,753 New
NL
132
NWAM LLC
Washington
$201K +$201K +3,739 New
BAM
133
Belpointe Asset Management
Nevada
$185K +$10.5K +195 +6%
PA
134
Perennial Advisors
New York
$180K +$179K +3,346 New
NC
135
NewSquare Capital
Pennsylvania
$175K +$80.7K +1,505 +86%
MAM
136
Meeder Asset Management
Ohio
$142K – – –
COCM
137
Charter Oak Capital Management
New Hampshire
$125K +$125K +2,328 New
CFO
138
CVA Family Office
Colorado
$117K +$1.29K +24 +1%
PB
139
Pinnacle Bancorp
Nebraska
$110K – – –
APA
140
American Portfolios Advisors
New York
$97.5K -$237K -4,417 -71%
TFGT
141
TS Financial Group (TSFG)
Illinois
$91K – – –
PA
142
Parallel Advisors
California
$86K +$2.36K +44 +3%
GEA
143
Glen Eagle Advisors
New Jersey
$70.3K -$14.8K -276 -17%
LAS
144
Lloyd Advisory Services
Georgia
$60K +$12.1K +225 +25%
PWM
145
Perigon Wealth Management
California
$59K +$58.7K +1,095 New
PO
146
Private Ocean
California
$56K +$26.4K +493 +90%
CFD
147
Creative Financial Designs
Indiana
$49K +$5.9K +110 +14%
GWM
148
Geneos Wealth Management
Colorado
$46K -$19.1K -357 -28%
Deutsche Bank
149
Deutsche Bank
Germany
$46K +$21.5K +400 +89%
Citigroup
150
Citigroup
New York
$44K +$9.98K +186 +29%
4 5
6
7 8

AGGY Hedge Fund Activity: Q4 2020 in Review

166 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q4 2020, worth a combined $813M — down 15% from $957M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AGGY positions and 12 closed out — a net gain of 21 holders — while 66 added to existing stakes and 51 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $17.1M. The largest seller was Horizon Investments, exiting entirely with an estimated $71.3M sold.

  • 166 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q4 2020, up from 147 in Q3 2020.
  • Funds reported $813M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q4 2020, down 15% quarter-over-quarter.
  • 33 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q4 2020 and 12 closed out, a net change of +21 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q4 2020 was Citadel Advisors, an estimated $17.1M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q4 2020 was Horizon Investments, an estimated $71.3M sold.

Based on aggregated 13F filings for Q4 2020.