AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

151 hedge funds and large institutions have $798M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
16
Increased
66
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$37.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.9M
3
Bank of America
Bank of America
North Carolina
$175M
4
IA
Insight Advisors
Pennsylvania
$5.76M
5
UBS Group
UBS Group
Switzerland
$38.9M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$210K
2
Morgan Stanley
Morgan Stanley
New York
$14.2M
3
Jane Street
Jane Street
New York
$2.65M
4
SFA
Sequoia Financial Advisors
Ohio
$228K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$129 -$258 -6 -67%
Citadel Advisors
152
Citadel Advisors
Florida
– -$5.76M -132,798 Closed
MA
153
Mutual Advisors
Nebraska
– -$2.08M -47,860 Closed
Renaissance Technologies
154
Renaissance Technologies
New York
– -$1.14M -26,300 Closed
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
– -$1.04M -23,928 Closed
OMC
156
Old Mission Capital
Illinois
– -$681K -15,689 Closed
CA
157
Claro Advisors
Massachusetts
– -$553K -12,749 Closed
SAW
158
Signal Advisors Wealth
Michigan
– -$551K -12,686 Closed
EH
159
Equitable Holdings
New York
– -$366K -8,435 Closed
Cerity Partners
160
Cerity Partners
New York
– -$328K -7,554 Closed
ECM
161
Evergreen Capital Management
Washington
– -$256K -5,900 Closed
IGWM
162
ICA Group Wealth Management
Colorado
– -$136K -3,138 Closed
PAM
163
Palisade Asset Management
Minnesota
– -$33.6K -774 Closed
TC
164
Truvestments Capital
Florida
– -$13.6K -313 Closed
SWM
165
Spire Wealth Management
Virginia
– -$8.2K -189 Closed
WIC
166
Woodmont Investment Counsel
Tennessee
– -$4.34K -100 Closed
FFA
167
Farther Finance Advisors
California
– -$431 -10 Closed
3 4 5 6
7