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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

151 hedge funds and large institutions have $798M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
16
Increased
66
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$37.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.9M
3
Bank of America
Bank of America
North Carolina
$175M
4
IA
Insight Advisors
Pennsylvania
$5.76M
5
UBS Group
UBS Group
Switzerland
$38.9M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$210K
2
Morgan Stanley
Morgan Stanley
New York
$14.2M
3
Jane Street
Jane Street
New York
$2.65M
4
SFA
Sequoia Financial Advisors
Ohio
$228K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$39.9K – – –
AF
127
Allworth Financial
California
$39.6K – – –
HGERS
128
Householder Group Estate & Retirement Specialist
Arizona
$33K -$6.95K -166 -17%
LFA
129
LGT Financial Advisors
Texas
$32K – – –
Fidelity Investments
130
Fidelity Investments
Massachusetts
$31.8K +$31.6K +735 +18,375%
C
131
Covestor
United Kingdom
$26K +$2.55K +60 +11%
CPA
132
Clear Point Advisors
New York
$22.6K +$86 +2 +0.4%
SIS
133
Sound Income Strategies
Florida
$21.5K – – –
T
134
Tidemark
California
$21.5K – – –
TAM
135
Tucker Asset Management
Colorado
$19.7K +$43 +1 +0.2%
SPIA
136
Steward Partners Investment Advisory
New York
$17.3K – – –
PTC
137
Private Trust Company
Ohio
$14.6K -$18.5K -431 -56%
IAIM
138
International Assets Investment Management
Florida
$14.5K +$14.5K +338 New
CAL
139
Capital Analysts LLC
Pennsylvania
$11K +$124 +3 +1%
IA
140
IFP Advisors
Florida
$9.54K – – –
WWP
141
WR Wealth Planners
Missouri
$9.37K – – –
CIAS
142
Capital Investment Advisory Services
North Carolina
$8.64K – – –
KFI
143
Key Financial Inc
Pennsylvania
$5.89K – – –
FGAM
144
Financial Gravity Asset Management
Texas
$5.16K -$5.16K -120 -50%
US Bancorp
145
US Bancorp
Minnesota
$3.14K +$3.14K +73 New
CAM
146
Creekmur Asset Management
Illinois
$1.38K -$645 -15 -32%
WTA
147
Washington Trust Advisors
Massachusetts
$989 – – –
CA
148
Continuum Advisory
Idaho
$859 – – –
EWM
149
EPG Wealth Management
Georgia
$687 -$694 -16 Closed
TWP
150
Triad Wealth Partners
Kansas
$430 +$430 +10 New
3 4 5
6
7