AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

175 hedge funds and large institutions have $747M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
3.08%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.18%
New
24
Increased
73
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$20.1M
2
RA
2
RFG Advisory
Alabama
$31.6M
3
NRI
3
NFP Retirement Inc
California
$5.82M
4
Citadel Advisors
4
Citadel Advisors
Florida
$21.7M
5
PWS
5
Private Wealth Strategies
Ohio
$26.8M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AWM
2
AE Wealth Management
Kansas
$28M
3
CCA
3
Clearwater Capital Advisors
Illinois
$10.1M
4
ACM
4
Ashford Capital Management
Delaware
$8.31M
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$6.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
126
Catalyst Capital Advisors
New York
$241K – – –
CA
127
Calton & Associates
Florida
$229K +$7.83K +153 +4%
RWB
128
RMR Wealth Builders
New Jersey
$229K +$229K +4,475 New
MAM
129
Meeder Asset Management
Ohio
$225K +$89.5K +1,750 +66%
AWMG
130
Alliance Wealth Management Group
New Jersey
$207K – – –
TCM
131
Towercrest Capital Management
Pennsylvania
$207K – – –
NC
132
NewSquare Capital
Pennsylvania
$202K +$35.2K +690 +21%
SW
133
SlateStone Wealth
Florida
$200K -$792K -15,475 -80%
EWMCB
134
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$200K +$200K +3,907 New
PA
135
Perennial Advisors
New York
$195K +$23.8K +466 +14%
CAL
136
Capital Analysts LLC
Pennsylvania
$187K +$187K +3,644 New
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$182K -$9.87K -193 -5%
CI
138
CX Institutional
Indiana
$162K -$393K -7,672 -71%
COCM
139
Charter Oak Capital Management
New Hampshire
$119K +$51 +1 +0%
APA
140
American Portfolios Advisors
New York
$117K +$23.8K +464 +26%
CFO
141
CVA Family Office
Colorado
$112K +$613 +12 +0.5%
PB
142
Pinnacle Bancorp
Nebraska
$105K – – –
BAM
143
Belpointe Asset Management
Nevada
$102K -$74.1K -1,449 -42%
TFGT
144
TS Financial Group (TSFG)
Illinois
$87K – – –
Deutsche Bank
145
Deutsche Bank
Germany
$84K +$40.8K +800 +94%
HI
146
Harbour Investments
Wisconsin
$78K +$78K +1,526 New
CFA
147
Carroll Financial Associates
North Carolina
$73K -$7.4M -145,006 -99%
GEA
148
Glen Eagle Advisors
New Jersey
$67K – – –
BMD
149
Better Money Decisions
New Mexico
$64K +$64K +1,255 New
DWP
150
Destiny Wealth Partners
Florida
$63K -$5.11M -99,990 -99%
4 5
6
7 8