AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

175 hedge funds and large institutions have $747M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
3.08%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.18%
New
24
Increased
73
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$20.1M
2
RA
2
RFG Advisory
Alabama
$31.6M
3
NRI
3
NFP Retirement Inc
California
$5.82M
4
Citadel Advisors
4
Citadel Advisors
Florida
$21.7M
5
PWS
5
Private Wealth Strategies
Ohio
$26.8M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AWM
2
AE Wealth Management
Kansas
$28M
3
CCA
3
Clearwater Capital Advisors
Illinois
$10.1M
4
ACM
4
Ashford Capital Management
Delaware
$8.31M
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$6.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
151
Private Ocean
California
$53K +$152 +3 +0.3%
GWM
152
Geneos Wealth Management
Colorado
$46K – – –
Citigroup
153
Citigroup
New York
$42K – – –
LAS
154
Lloyd Advisory Services
Georgia
$40K -$17.5K -339 -30%
EVM
155
Eaton Vance Management
Massachusetts
$38K +$38K +742 New
FPW
156
Flagship Private Wealth
Massachusetts
$27.3K – – –
NFG
157
Next Financial Group
Texas
$27K +$1.28K +25 +5%
TCWM
158
Total Clarity Wealth Management
Illinois
$26K +$26K +500 New
CFD
159
Creative Financial Designs
Indiana
$23K -$24K -469 -51%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$19K -$199K -3,821 -91%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$18K +$18K +343 New
DAC
162
Dividend Assets Capital
South Carolina
$14K – – –
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$11K – – –
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11K +223 New
MA
165
MUFG Americas
New York
$6K – – –
PA
166
Parallel Advisors
California
$5K -$86.3K -1,519 -95%
GI
167
Gradient Investments
Minnesota
$5K +$5K +89 New
SCA
168
Stonebridge Capital Advisors
Minnesota
$5K +$5K +97 New
Fidelity Investments
169
Fidelity Investments
Massachusetts
$3K -$10.7K -200 -78%
SL
170
Savior LLC
Massachusetts
$3K – – –
FHA
171
First Horizon Advisors
Tennessee
$3K – – –
US Bancorp
172
US Bancorp
Minnesota
$2K +$2K +48 New
SPIA
173
Steward Partners Investment Advisory
New York
$1.54K – – –
LFG
174
Larson Financial Group
Missouri
$1K – – –
BlackRock
175
BlackRock
New York
$1K – – –
4 5 6
7
8