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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

147 hedge funds and large institutions have $657M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
52
Reduced
48
Closed
12
Calls
$43K
Puts
$43K
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$24M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.3M
3
SF
3
Symphony Financial
Texas
$5.28M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.63M
5
WP
5
WealthPLAN Partners
Nebraska
$3.12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$116M
2
LPL Financial
2
LPL Financial
California
$64.5M
3
Jane Street
3
Jane Street
New York
$16.7M
4
SC
4
Savant Capital
Illinois
$58.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
126
WealthShield Partners
North Carolina
$12.9K +$12.9K +300 New
CSPIA
127
Cary Street Partners Investment Advisory
Virginia
$10.9K +$10.9K +252 New
TFGT
128
TS Financial Group (TSFG)
Illinois
$10K – – –
WWP
129
WR Wealth Planners
Missouri
$9.39K – – –
CIAS
130
Capital Investment Advisory Services
North Carolina
$8.66K – – –
SWM
131
Spire Wealth Management
Virginia
$8.14K – – –
RTL
132
Red Tortoise LLC
Georgia
$6.98K +$86 +2 +1%
GWM
133
Geneos Wealth Management
Colorado
$6.46K – – –
KFI
134
Key Financial Inc
Pennsylvania
$5.9K +$5.9K +137 New
HI
135
Harbour Investments
Wisconsin
$5.59K +$43 +1 +0.8%
ACA
136
Aptus Capital Advisors
Alabama
$3.36K – – –
GWANC
137
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.36K – – –
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$3.32K -$1.68M -39,006 -100%
RG
139
Retirement Group
California
$3.19K – – –
EWM
140
EPG Wealth Management
Georgia
$1.42K +$1.42K +33 New
FMII
141
Farmers & Merchants Investments Inc
Nebraska
$1.42K +$1.42K +33 New
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$1.08K +$1.08K +25 New
WTA
143
Washington Trust Advisors
Massachusetts
$992 – – –
LFG
144
Larson Financial Group
Missouri
$646 – – –
Fidelity Investments
145
Fidelity Investments
Massachusetts
$86 -$17K -395 -99%
FGAM
146
Financial Gravity Asset Management
Texas
$5 +$5 +120 New
MMA
147
Miracle Mile Advisors
California
– -$2.38M -54,562 Closed
PCWA
148
Pacific Capital Wealth Advisors
California
– -$1.4M -32,041 Closed
SW
149
SVB Wealth
Massachusetts
– -$1.19M -27,251 Closed
DAS
150
Dynamic Advisor Solutions
Arizona
– -$257K -5,876 Closed
3 4 5
6
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