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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

48 hedge funds and large institutions have $192M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
13
Increased
22
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.86M
2
Jane Street
Jane Street
New York
+$8.45M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.91M
4
ACM
Ashford Capital Management
Delaware
+$2.63M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.1M

Top Sellers

1
EWF
Epstein & White Financial
California
-$6.69M
2
Bank of America
Bank of America
North Carolina
-$2.22M
3
BFG
Barber Financial Group
Kansas
-$1.47M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.06M
5
VF
Virtu Financial
New York
-$683K
Name Holding Trade Value Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$38.1M +$726K +14,973 +2%
UBS Group
2
UBS Group
Switzerland
$15.3M +$259K +5,351 +2%
Morgan Stanley
3
Morgan Stanley
New York
$12.4M +$938K +19,351 +8%
RA
4
RFG Advisory
Alabama
$10.6M +$1.96M +40,525 +23%
Jane Street
5
Jane Street
New York
$9.75M +$8.45M +174,281 +648%
FIA
6
Foundations Investment Advisors
Arizona
$9.74M +$9.74M +200,893 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$8.86M +$8.86M +182,877 New
AI
8
Atria Investments
North Carolina
$8.17M +$765K +15,792 +10%
ACM
9
Ashford Capital Management
Delaware
$8.02M +$2.63M +54,371 +49%
LFGH
10
Lee Financial Group Hawaii
Hawaii
$7.77M +$162K +3,340 +2%
OA
11
Opes Advisors
California
$7.1M +$503K +10,376 +8%
BCI
12
Brinker Capital Investments
Pennsylvania
$6.88M +$805K +16,621 +13%
SFG
13
StrategIQ Financial Group
Indiana
$6.44M +$877K +18,091 +16%
Bank of America
14
Bank of America
North Carolina
$6.44M -$2.22M -45,752 -26%
WP
15
WealthPLAN Partners
Nebraska
$4.94M +$31.1K +641 +0.6%
BFG
16
Barber Financial Group
Kansas
$4.44M -$1.47M -30,326 -25%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.45M – – –
SFA
18
Sequoia Financial Advisors
Ohio
$3.03M +$194K +4,004 +7%
Citadel Advisors
19
Citadel Advisors
Florida
$2.91M +$2.91M +59,975 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.6M +$2.1M +43,408 +424%
CF
21
Centaurus Financial
California
$2.02M +$485K +10,000 +32%
CFA
22
Carroll Financial Associates
North Carolina
$1.89M +$157K +3,243 +9%
IA
23
IFP Advisors
Florida
$1.55M +$389K +8,034 +34%
DWM
24
Darwin Wealth Management
Florida
$1.32M +$874K +18,031 +195%
AWA
25
Arete Wealth Advisors
Illinois
$1.19M +$1.19M +24,444 New
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