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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

22 hedge funds and large institutions have $64.2M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
6
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.86M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$1.72M
3
VKH
3
Virtu KCG Holdings
New York
$1.57M
4
PAG
4
Private Advisor Group
New Jersey
$1.26M
5
AI
5
Atria Investments
North Carolina
$5.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.75M
3
Jane Street
3
Jane Street
New York
$1.95M
4
Bank of America
4
Bank of America
North Carolina
$2.33M
5
RJA
5
Raymond James & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$35.3M 711,655 +2,751 +0.4%
AI
2
Atria Investments
North Carolina
$5.4M 108,864 +7,438 +7%
Morgan Stanley
3
Morgan Stanley
New York
$3.75M 75,534 -86,159 -53%
UBS Group
4
UBS Group
Switzerland
$2.86M 57,577 +56,537 +5,436%
LPL Financial
5
LPL Financial
California
$2.39M 48,244 +3,975 +9%
Bank of America
6
Bank of America
North Carolina
$2.33M 46,918 -9,363 -17%
Jane Street
7
Jane Street
New York
$1.95M 39,342 -9,426 -19%
SFA
8
Sequoia Financial Advisors
Ohio
$1.93M 39,014 +2,550 +7%
AWMG
9
Alliance Wealth Management Group
New Jersey
$1.72M 34,605 +34,605 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.61M 32,423 -2,453 -7%
VKH
11
Virtu KCG Holdings
New York
$1.57M 31,601 +31,601 New
PAG
12
Private Advisor Group
New Jersey
$1.26M 25,281 +25,281 New
Citadel Advisors
13
Citadel Advisors
Florida
$824K 16,627 -2,844 -15%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$448K 9,032 +2,511 +39%
1IA
15
1834 Investment Advisors
Wisconsin
$391K 7,889 -884 -10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$275K 5,553 -1,578 -22%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$109K 2,200 +2,200 New
AG
18
Advisor Group
Arizona
$49K 980 – –
Citigroup
19
Citigroup
New York
$14K 288 – –
MFS
20
MSI Financial Services
Massachusetts
$12K 242 +242 New
IA
21
IFP Advisors
Florida
$6K 125 +125 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
– – -286,702 Closed
RJA
23
Raymond James & Associates
Florida
– – -6,387 Closed
SEI Investments
24
SEI Investments
Pennsylvania
– – -263 Closed
Wells Fargo
25
Wells Fargo
California
$0 1 +1 New