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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

171 hedge funds and large institutions have $719M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-4
Holders Change %
-2.29%
% of All Funds
2.99%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
16
Increased
69
Reduced
61
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$30.2M
2
RA
2
RFG Advisory
Alabama
$42.1M
3
JFS
3
JD Financial Services
Pennsylvania
$12.5M
4
AWM
4
AE Wealth Management
Kansas
$35.6M
5
Barclays
5
Barclays
United Kingdom
$5.24M

Top Sellers

1
SI
1
SimpliFi Inc
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HFS
3
Horizon Financial Services
North Carolina
$4.43M
4
MMA
4
Miracle Mile Advisors
California
$32.1M
5
NRI
5
NFP Retirement Inc
California
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
126
Alliance Wealth Management Group
New Jersey
$211K – – –
TCM
127
Towercrest Capital Management
Pennsylvania
$211K – – –
SW
128
SlateStone Wealth
Florida
$202K -$1.98K -38 -1%
PA
129
Perennial Advisors
New York
$199K – – –
CAL
130
Capital Analysts LLC
Pennsylvania
$171K -$19.4K -371 -10%
COCM
131
Charter Oak Capital Management
New Hampshire
$122K +$105 +2 +0.1%
TFGT
132
TS Financial Group (TSFG)
Illinois
$121K +$32K +612 +36%
APA
133
American Portfolios Advisors
New York
$119K +$52 +1 +0%
CFO
134
CVA Family Office
Colorado
$115K +$574 +11 +0.5%
PB
135
Pinnacle Bancorp
Nebraska
$107K – – –
Deutsche Bank
136
Deutsche Bank
Germany
$86K – – –
HI
137
Harbour Investments
Wisconsin
$72K -$7.68K -147 -10%
GEA
138
Glen Eagle Advisors
New Jersey
$66.1K -$2.19K -42 -3%
BMD
139
Better Money Decisions
New Mexico
$66K – – –
CFA
140
Carroll Financial Associates
North Carolina
$60K -$14.2K -274 -19%
PO
141
Private Ocean
California
$55K – – –
GWM
142
Geneos Wealth Management
Colorado
$47K – – –
FGAM
143
Financial Gravity Asset Management
Texas
$47K +$47K +52 New
LAS
144
Lloyd Advisory Services
Georgia
$46K +$5.16K +98 +13%
Citigroup
145
Citigroup
New York
$43K – – –
FPW
146
Flagship Private Wealth
Massachusetts
$28K – – –
NFG
147
Next Financial Group
Texas
$27K – – –
CFD
148
Creative Financial Designs
Indiana
$23K – – –
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$20K +$2.41K +47 +14%
NFSG
150
Newbridge Financial Services Group
Florida
$20K +$20K +392 New
4 5
6
7 8