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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

18 hedge funds and large institutions have $79.6M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
10
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$8.41M
2
Bank of America
Bank of America
North Carolina
$2.93M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.9M
4
3AM
3D Asset Management
Connecticut
$36.9M
5
SFA
Sequoia Financial Advisors
Ohio
$1.9M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$371K
3
RJA
Raymond James & Associates
Florida
$332K
Name Holding Trade Value Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$36.9M +$2.01M +38,625 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.9M +$2.15M +41,266 +17%
Morgan Stanley
3
Morgan Stanley
New York
$8.41M +$8.04M +154,638 +2,192%
AI
4
Atria Investments
North Carolina
$5.27M +$1.39M +26,729 +36%
Bank of America
5
Bank of America
North Carolina
$2.93M +$2.67M +51,360 +1,044%
Jane Street
6
Jane Street
New York
$2.54M +$1.24M +23,790 +95%
LPL Financial
7
LPL Financial
California
$2.29M +$89.2K +1,724 +4%
SFA
8
Sequoia Financial Advisors
Ohio
$1.9M +$1.9M +36,464 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.81M +$450K +8,652 +33%
Citadel Advisors
10
Citadel Advisors
Florida
$1.01M +$483K +9,289 +91%
1IA
11
1834 Investment Advisors
Wisconsin
$456K +$456K +8,773 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$371K -$173K -3,333 -32%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$339K +$339K +6,521 New
RJA
14
Raymond James & Associates
Florida
$332K -$20.8K -401 -6%
UBS Group
15
UBS Group
Switzerland
$54K +$54K +1,040 New
AG
16
Advisor Group
Arizona
$51K +$36.4K +700 +250%
Citigroup
17
Citigroup
New York
$15K +$15K +288 New
SEI Investments
18
SEI Investments
Pennsylvania
$14K +$14K +263 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– -$2.22M -42,793 Closed