WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
AGGY
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
New York
|
+$19.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.5M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.41M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.39M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$6.09M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$37.1M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$12.8M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
-$12.4M |
| 4 |
Jane Street
New York
|
-$7.49M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.88M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
176
BNP Paribas Financial Markets
Paris,
France
| – | -$623 | -15 | Closed |
|
|
AWA
177
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$249 | -6 | Closed |
|