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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

55 hedge funds and large institutions have $189M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
18
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$8.39M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.02M
3
ACM
Ashford Capital Management
Delaware
+$6.91M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$5.37M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.12M

Top Sellers

1
FIA
Foundations Investment Advisors
Arizona
-$9.35M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.86M
3
AI
Atria Investments
North Carolina
-$6.71M
4
RA
RFG Advisory
Alabama
-$3.25M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$37.7M -$332K -6,856 -0.9%
Jane Street
2
Jane Street
New York
$18.1M +$8.39M +173,398 +86%
UBS Group
3
UBS Group
Switzerland
$15.2M -$87.3K -1,805 -0.6%
ACM
4
Ashford Capital Management
Delaware
$14.9M +$6.91M +142,827 +86%
Morgan Stanley
5
Morgan Stanley
New York
$10.5M -$1.93M -39,806 -16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.02M +$8.02M +165,814 New
LFGH
7
Lee Financial Group Hawaii
Hawaii
$8M +$247K +5,100 +3%
OA
8
Opes Advisors
California
$7.45M +$362K +7,477 +5%
RA
9
RFG Advisory
Alabama
$7.28M -$3.25M -67,287 -31%
SFG
10
StrategIQ Financial Group
Indiana
$6.83M +$397K +8,200 +6%
BCI
11
Brinker Capital Investments
Pennsylvania
$6.36M -$506K -10,465 -7%
MGIA
12
Moneta Group Investment Advisors
Missouri
$5.57M +$5.37M +111,082 +2,652%
Bank of America
13
Bank of America
North Carolina
$5.02M -$1.41M -29,190 -22%
WP
14
WealthPLAN Partners
Nebraska
$4.86M +$37.5K +792 +0.8%
BFG
15
Barber Financial Group
Kansas
$4.65M +$216K +4,470 +5%
SFA
16
Sequoia Financial Advisors
Ohio
$4.09M +$1.06M +21,892 +35%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.72M +$1.12M +23,182 +43%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$3.6M +$215K +4,437 +6%
DWM
19
Darwin Wealth Management
Florida
$2.2M +$885K +18,352 +67%
CFA
20
Carroll Financial Associates
North Carolina
$1.98M +$98K +2,027 +5%
DP
21
Denver PWM
Colorado
$1.87M +$1.87M +39,432 New
IA
22
IFP Advisors
Florida
$1.59M +$38.7K +799 +2%
AI
23
Atria Investments
North Carolina
$1.45M -$6.71M -138,646 -82%
Creative Planning
24
Creative Planning
Kansas
$971K -$21.5K -444 -2%
AW
25
ACG Wealth
Georgia
$947K +$947K +19,578 New
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