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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

156 hedge funds and large institutions have $862M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
156
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
17
Increased
64
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$29.5M
2
Bank of America
2
Bank of America
North Carolina
$173M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$46.6M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$32.8M
5
Jane Street
5
Jane Street
New York
$9.84M

Top Sellers

1
EH
1
Equitable Holdings
New York
$366K
2
AWM
2
AE Wealth Management
Kansas
$9.34M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.5M
4
LPL Financial
4
LPL Financial
California
$53.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.14M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
151
EPG Wealth Management
Georgia
$694 16 – –
LFG
152
Larson Financial Group
Missouri
$658 15 – –
FFA
153
Farther Finance Advisors
California
$431 10 -199 -95%
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$391 9 +9 New
Fidelity Investments
155
Fidelity Investments
Massachusetts
$174 4 – –
KFG
156
Kingdom Financial Group
Arizona
– – -19,808 Closed
Mariner
157
Mariner
Kansas
– – -18,730 Closed
CFG
158
Citizens Financial Group
Rhode Island
– – -13,932 Closed
MWM
159
Meridian Wealth Management
Kentucky
– – -10,030 Closed
PCA
160
Prosperity Capital Advisors
Ohio
– – -6,088 Closed
FAIM
161
Financial Advocates Investment Management
Washington
– – -5,699 Closed
UCFA
162
United Capital Financial Advisors
Texas
– – -4,733 Closed
RIM
163
Redwood Investment Management
Arizona
– – -4,660 Closed
OLVIG
164
Oliver Lagore Vanvalin Investment Group
Michigan
– – -414 Closed
CWP
165
Concord Wealth Partners
Virginia
– – -398 Closed
TFGT
166
TS Financial Group (TSFG)
Illinois
– – -236 Closed
GWM
167
Geneos Wealth Management
Colorado
– – -150 Closed
US Bancorp
168
US Bancorp
Minnesota
– – -147 Closed
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
– – -86 Closed
William Blair & Company
170
William Blair & Company
Illinois
– – -13 Closed
HFS
171
Hantz Financial Services
Michigan
$0 8 – –
3 4 5 6
7