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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

26 hedge funds and large institutions have $89.8M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
12
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VF
1
Virtu Financial
New York
$1.79M
2
3AM
2
3D Asset Management
Connecticut
$37.7M
3
Bank of America
3
Bank of America
North Carolina
$7.22M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.48M
5
UBS Group
5
UBS Group
Switzerland
$5.12M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$28K
2
Citadel Advisors
2
Citadel Advisors
Florida
$821K
3
SFA
3
Sequoia Financial Advisors
Ohio
$1.78M
4
1IA
4
1834 Investment Advisors
Wisconsin
$415K
5
BWA
5
BDO Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$37.7M 742,711 +34,520 +5%
Morgan Stanley
2
Morgan Stanley
New York
$9.33M 183,994 +23,756 +15%
Bank of America
3
Bank of America
North Carolina
$7.22M 142,320 +29,950 +27%
AI
4
Atria Investments
North Carolina
$7.01M 138,159 +8,218 +6%
Jane Street
5
Jane Street
New York
$6.4M 126,104 +27,588 +28%
UBS Group
6
UBS Group
Switzerland
$5.12M 100,858 +28,218 +39%
OA
7
Opes Advisors
California
$5.09M 100,398 +23,202 +30%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$2.07M 40,867 +1,167 +3%
VF
9
Virtu Financial
New York
$1.79M 35,351 +35,351 New
SFA
10
Sequoia Financial Advisors
Ohio
$1.78M 35,070 -1,104 -3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.48M 29,100 +29,100 New
Citadel Advisors
12
Citadel Advisors
Florida
$821K 16,196 -1,784 -10%
IA
13
IFP Advisors
Florida
$793K 15,636 +4,727 +43%
AWMG
14
Alliance Wealth Management Group
New Jersey
$784K 15,466 +6,841 +79%
Creative Planning
15
Creative Planning
Kansas
$494K 9,742 +9,742 New
GLA
16
Great Lakes Advisors
Illinois
$480K 9,462 +9,462 New
FA
17
FDx Advisors
Illinois
$430K 8,471 +8,471 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$424K 8,357 +1,863 +29%
1IA
19
1834 Investment Advisors
Wisconsin
$415K 8,180 -1,095 -12%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$112K 2,200 – –
AG
21
Advisor Group
Arizona
$56K 1,105 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$28K 559 -2,587 -82%
Citigroup
23
Citigroup
New York
$15K 288 – –
SEI Investments
24
SEI Investments
Pennsylvania
$8K 165 +165 New
SFSIG
25
San Francisco Sentry Investment Group
California
$4K 70 -70 -50%
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