AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

162 hedge funds and large institutions have $853M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
76
Reduced
44
Closed
13
Calls
$39K
Puts
$399K
Net Calls
-$360K
Net Calls Change
-$467K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$56.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.1M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$46.8M
4
IAA
4
Independent Advisor Alliance
North Carolina
$3.38M
5
GSEP
5
Golden State Equity Partners
California
$3.13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$123M
2
BFG
2
Beacon Financial Group
Texas
$4.15M
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$504K
4
Jane Street
4
Jane Street
New York
$961K
5
NS
5
NBC Securities
Alabama
$2.45K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
126
Verdence Capital Advisors
Maryland
$219K +$300 +7 +0.1%
VPF
127
Vantage Point Financial
Illinois
$215K +$215K +5,018 New
OPPS
128
Obsidian Personal Planning Solutions
Maryland
$211K – – –
MWM
129
Maripau Wealth Management
Indiana
$202K +$202K +4,701 New
Comerica Bank
130
Comerica Bank
Texas
$182K +$10.3K +240 +6%
FFA
131
Frazier Financial Advisors
Ohio
$156K – – –
Citigroup
132
Citigroup
New York
$152K +$1.29K +30 +0.9%
BIM
133
Breakwater Investment Management
Washington
$131K -$2.88K -67 -2%
OP
134
ORG Partners
Indiana
$127K +$127K +2,961 New
AWM
135
Avior Wealth Management
Nebraska
$112K -$43 -1 -0%
PB
136
Pinnacle Bancorp
Nebraska
$88.3K – – –
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$83K -$24.8K -576 -23%
SS
138
SBI Securities
Japan
$72.4K +$72.4K +1,686 New
VHAM
139
Van Hulzen Asset Management
California
$57.9K +$57.9K +1,349 New
RFA
140
Reyes Financial Architecture
California
$55.5K +$55.5K +1,294 New
DWM
141
Darwin Wealth Management
Florida
$47.8K -$51.8K -1,207 -52%
FWM
142
FLP Wealth Management
Arkansas
$47.1K +$47.1K +1,098 New
C
143
Covestor
United Kingdom
$46K +$17.3K +400 +60%
CFGS
144
Concourse Financial Group Securities
Alabama
$43.9K -$79.8K -1,859 -65%
AF
145
Allworth Financial
California
$43.6K +$23.4K +546 +116%
IA
146
IFP Advisors
Florida
$22K +$12.5K +291 +131%
T
147
Tidemark
California
$21.5K – – –
TAM
148
Tucker Asset Management
Colorado
$19.8K +$86 +2 +0.4%
TAM
149
Townsend Asset Management
North Carolina
$14.3K +$172 +4 +1%
TC
150
Truvestments Capital
Florida
$13.4K – – –
3 4 5
6
7