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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

174 hedge funds and large institutions have $774M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-11
Holders Change %
-5.95%
% of All Funds
2.75%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
64
Reduced
77
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
$46.4M
2
RA
RFG Advisory
Alabama
$92.8M
3
SC
Savant Capital
Illinois
$16.7M
4
LPL Financial
LPL Financial
California
$75.5M
5
CFA
Capstone Financial Advisors
Illinois
$15.3M

Top Sellers

1
PWMG
Prestige Wealth Management Group
New Jersey
$23.8M
2
Wells Fargo
Wells Fargo
California
$4.11M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
AAS
Avantax Advisory Services
Texas
$2.66M
5
GSEP
Golden State Equity Partners
California
$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
151
Raleigh Capital Management
North Carolina
$23K +$7.92K +164 +53%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$16K +$16K +326 New
CFD
153
Creative Financial Designs
Indiana
$16K +$16K +332 New
CIAS
154
Capital Investment Advisory Services
North Carolina
$15K – – –
AF
155
Allworth Financial
California
$15K – – –
AA
156
Ancora Advisors
Ohio
$14K +$14K +300 New
SWM
157
Spire Wealth Management
Virginia
$9K -$1.91K -40 -17%
GI
158
Gradient Investments
Minnesota
$9K +$9K +180 New
HWMA
159
Heritage Wealth Management (Arizona)
Arizona
$9K +$9K +185 New
DWP
160
Destiny Wealth Partners
Florida
$6K -$8.09K -155 -57%
HA
161
Herold Advisors
New York
$5.98K +$5.98K +125 New
US Bancorp
162
US Bancorp
Minnesota
$4K +$537 +11 +15%
ACA
163
Aptus Capital Advisors
Alabama
$4K +$4K +78 New
Koshinski Asset Management
164
Koshinski Asset Management
Illinois
$3.18K – – –
1IA
165
1834 Investment Advisors
Wisconsin
$3K -$3.55K -65 -54%
LPWM
166
Lake Point Wealth Management
Texas
$3K – – –
Fidelity Investments
167
Fidelity Investments
Massachusetts
$2K -$75.1K -1,427 -97%
PA
168
PSI Advisors
Florida
$2K -$65.2K -1,336 -97%
SL
169
Savior LLC
Massachusetts
$2K -$1.21K -20 -38%
CA
170
Clearstead Advisors
Ohio
$2K +$2K +48 New
BlackRock
171
BlackRock
New York
$1K -$579 -11 -37%
LFG
172
Larson Financial Group
Missouri
$1K -$400 -6 -29%
SCA
173
Stonebridge Capital Advisors
Minnesota
$1K +$1K +28 New
LFGH
174
Lee Financial Group Hawaii
Hawaii
$254 -$28 -595 -10%
Citadel Advisors
175
Citadel Advisors
Florida
– -$6.51M -126,014 Closed
4 5 6
7
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