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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

158 hedge funds and large institutions have $838M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
27
Increased
58
Reduced
52
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$19.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.5M
3
PAG
Private Advisor Group
New Jersey
+$6.41M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.39M
5
FIM
Freedom Investment Management
Connecticut
+$6.09M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$37.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$12.8M
3
SC
Savant Capital
Illinois
-$12.4M
4
Jane Street
Jane Street
New York
-$7.49M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
151
Retirement Group
California
$3.26K – – –
CAM
152
Creekmur Asset Management
Illinois
$2.07K +$2.07K +47 New
WTA
153
Washington Trust Advisors
Massachusetts
$1.01K – – –
EWM
154
EPG Wealth Management
Georgia
$688 +$688 +16 New
LFG
155
Larson Financial Group
Missouri
$660 – – –
William Blair & Company
156
William Blair & Company
Illinois
$570 -$224K -5,107 -100%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$176 -$2.16K -49 -92%
3LCM
158
3D/L Capital Management
Connecticut
– -$4.09M -98,592 Closed
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
– -$2.88M -69,336 Closed
OMC
160
Old Mission Capital
Illinois
– -$929K -22,391 Closed
PCIA
161
Prime Capital Investment Advisors
Kansas
– -$375K -9,026 Closed
AWM
162
Avior Wealth Management
Nebraska
– -$276K -6,645 Closed
FIA
163
Foundations Investment Advisors
Arizona
– -$272K -6,553 Closed
GAG
164
GM Advisory Group
New York
– -$244K -5,867 Closed
Citadel Advisors
165
Citadel Advisors
Florida
– -$237K -5,711 Closed
FAG
166
Fortitude Advisory Group
Washington
– -$213K -5,122 Closed
BOSSRA
167
B.O.S.S. Retirement Advisors
Utah
– -$203K -4,899 Closed
RIA
168
Realta Investment Advisors
Delaware
– -$205K -4,767 Closed
BCM
169
BluePath Capital Management
Georgia
– -$61.4K -1,480 Closed
SL
170
Savior LLC
Massachusetts
– -$54.2K -1,306 Closed
AAG
171
Armstrong Advisory Group
Massachusetts
– -$27.8K -670 Closed
WP
172
WealthShield Partners
North Carolina
– -$12.5K -300 Closed
CSPIA
173
Cary Street Partners Investment Advisory
Virginia
– -$10.5K -252 Closed
WWP
174
WR Wealth Planners
Missouri
– -$9.05K -218 Closed
RTL
175
Red Tortoise LLC
Georgia
– -$6.79K -163 Closed
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