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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

165 hedge funds and large institutions have $812M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
2.93%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
33
Increased
65
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$17.2M
2
AWM
AE Wealth Management
Kansas
+$15.6M
3
SI
SimpliFi Inc
California
+$13.3M
4
LPL Financial
LPL Financial
California
+$9.69M
5
PAG
Private Advisor Group
New Jersey
+$7.05M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$71.3M
2
PI
PFS Investments
Georgia
-$40.7M
3
Jane Street
Jane Street
New York
-$36.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.6M
5
LFGH
Lee Financial Group Hawaii
Hawaii
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
151
Next Financial Group
Texas
$27K -$156K -2,892 -85%
CAAS
152
Capital Asset Advisory Services
Michigan
$24K +$24K +449 New
DAC
153
Dividend Assets Capital
South Carolina
$15K +$15K +276 New
CIAS
154
CBIZ Investment Advisory Services
Ohio
$14K -$29K – –
Fidelity Investments
155
Fidelity Investments
Massachusetts
$14K +$9.95K +182 +246%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$11K +$11K +210 New
FGAM
157
Financial Gravity Asset Management
Texas
$9K +$9K +166 New
3LCM
158
3D/L Capital Management
Connecticut
$9K +$9K +159,833 New
MA
159
MUFG Americas
New York
$6K – – –
SIAG
160
Safeguard Investment Advisory Group
California
$6K +$6K +119 New
FHA
161
First Horizon Advisors
Tennessee
$3K -$10.9K -254 -78%
SL
162
Savior LLC
Massachusetts
$3K – – –
SPIA
163
Steward Partners Investment Advisory
New York
$2K – – –
CRI
164
Colonial River Investments
Virginia
$1.64K +$1.64K +30,995 New
LFG
165
Larson Financial Group
Missouri
$1K – – –
BlackRock
166
BlackRock
New York
$1K – – –
HI
167
Horizon Investments
North Carolina
– -$71.3M -1,326,975 Closed
AF
168
Advisornet Financial
Minnesota
– -$1.41M -26,237 Closed
MFG
169
Merit Financial Group
Georgia
– -$1.03M -19,214 Closed
Stifel Financial
170
Stifel Financial
Missouri
– -$631K -11,728 Closed
PAS
171
Park Avenue Securities
New York
– -$263K -4,883 Closed
DADC
172
D.A. Davidson & Co
Montana
– -$236K -4,380 Closed
JWCA
173
J.W. Cole Advisors
Florida
– -$211K -3,923 Closed
CF
174
Centaurus Financial
California
– -$109K -2,020 Closed
AP
175
Advisors Preferred
Maryland
– -$107K -1,980 Closed
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