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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

185 hedge funds and large institutions have $780M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.86%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
55
Reduced
66
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
$83.3M
2
Creative Planning
Creative Planning
Kansas
$21.1M
3
SFA
Sequoia Financial Advisors
Ohio
$14.6M
4
CFA
Capstone Financial Advisors
Illinois
$7.67M
5
Jane Street
Jane Street
New York
$6.66M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$6.88M
2
PAG
Private Advisor Group
New Jersey
$12.5M
3
ACM
Ashford Capital Management
Delaware
$0
4
UBS Group
UBS Group
Switzerland
$8.66M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
176
Koshinski Asset Management
Illinois
$3.43K -$309K -5,950 -99%
US Bancorp
177
US Bancorp
Minnesota
$3K – – –
SL
178
Savior LLC
Massachusetts
$3K – – –
FHA
179
First Horizon Advisors
Tennessee
$3K +$42 +1 +1%
BlackRock
180
BlackRock
New York
$2K +$733 +11 +58%
EVM
181
Eaton Vance Management
Massachusetts
$1K – – –
LFG
182
Larson Financial Group
Missouri
$1K – – –
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +14 New
FFG
184
Ford Financial Group
California
$5 +$5 +97 New
ACM
185
Ashford Capital Management
Delaware
– -$7.18M -138,191 Closed
Barclays
186
Barclays
United Kingdom
– -$3.55M -68,345 Closed
BCI
187
Brinker Capital Investments
Pennsylvania
– -$803K -15,471 Closed
AA
188
Advisory Alpha
Michigan
– -$517K -9,965 Closed
FTUS
189
Flow Traders U.S.
New York
– -$494K -9,508 Closed
PA
190
Procyon Advisors
Connecticut
– -$293K -5,639 Closed
IWS
191
Insight Wealth Strategies
California
– -$249K -4,793 Closed
WCFA
192
Walkner Condon Financial Advisors
Wisconsin
– -$219K -4,221 Closed
NRI
193
NFP Retirement Inc
California
– -$207K -3,984 Closed
OIA
194
OneDigital Investment Advisors
Kansas
– -$205K -3,944 Closed
BMD
195
Better Money Decisions
New Mexico
– -$65K -1,255 Closed
CFD
196
Creative Financial Designs
Indiana
– -$18K -350 Closed
RTL
197
Red Tortoise LLC
Georgia
– -$7K -158 Closed
HA
198
Herold Advisors
New York
– -$6K -125 Closed
CI
199
CX Institutional
Indiana
– -$2K -38 Closed
DAC
200
Dividend Assets Capital
South Carolina
– -$2K -29 Closed
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