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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

152 hedge funds and large institutions have $770M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
60
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$43.4M
3
UBS Group
3
UBS Group
Switzerland
$29.4M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$17.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.9M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$929K
2
SC
2
Savant Capital
Illinois
$47.6M
3
Jane Street
3
Jane Street
New York
$9.61M
4
LPL Financial
4
LPL Financial
California
$55.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
126
LGT Financial Advisors
Texas
$31K +$31K +746 New
AAG
127
Armstrong Advisory Group
Massachusetts
$27.8K +$27.8K +670 New
C
128
Covestor
United Kingdom
$22K -$366 -9 -2%
CAL
129
Capital Analysts LLC
Pennsylvania
$18K -$18.7K -444 -51%
CWP
130
Concord Wealth Partners
Virginia
$16.5K – – –
IA
131
IFP Advisors
Florida
$15.6K – – –
SIS
132
Sound Income Strategies
Florida
$15.2K – – –
TC
133
Truvestments Capital
Florida
$13K -$15.9K -384 -55%
WP
134
WealthShield Partners
North Carolina
$12.5K – – –
CSPIA
135
Cary Street Partners Investment Advisory
Virginia
$10.5K – – –
TFGT
136
TS Financial Group (TSFG)
Illinois
$10K – – –
WWP
137
WR Wealth Planners
Missouri
$9.05K – – –
CIAS
138
Capital Investment Advisory Services
North Carolina
$8.34K – – –
SWM
139
Spire Wealth Management
Virginia
$7.85K – – –
RTL
140
Red Tortoise LLC
Georgia
$6.79K +$42 +1 +0.6%
GWM
141
Geneos Wealth Management
Colorado
$6.23K – – –
KFI
142
Key Financial Inc
Pennsylvania
$5.69K – – –
HI
143
Harbour Investments
Wisconsin
$5.42K – – –
TAM
144
Tucker Asset Management
Colorado
$4.38K +$4.38K +106 New
RG
145
Retirement Group
California
$3.07K – – –
Fidelity Investments
146
Fidelity Investments
Massachusetts
$2.2K +$2.12K +51 +2,550%
WTA
147
Washington Trust Advisors
Massachusetts
$955 – – –
LFG
148
Larson Financial Group
Missouri
$623 – – –
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$623 +$623 +15 New
AWA
150
Authentikos Wealth Advisory
California
$249 +$249 +6 New
3 4 5
6
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