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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

63 hedge funds and large institutions have $187M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
23
Increased
17
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.02M
2
MAG
Mokosak Advisory Group
Iowa
+$3.42M
3
CCP
Cardan Capital Partners
Colorado
+$2.55M
4
ACP
Aveo Capital Partners
Colorado
+$1.97M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.61M

Top Sellers

1
Jane Street
Jane Street
New York
-$18.1M
2
UBS Group
UBS Group
Switzerland
-$12.9M
3
OA
Opes Advisors
California
-$6.25M
4
BFG
Barber Financial Group
Kansas
-$4.65M
5
Morgan Stanley
Morgan Stanley
New York
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$37.8M +$201K +4,164 +0.5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17M +$9.02M +187,111 +113%
ACM
3
Ashford Capital Management
Delaware
$16.3M +$1.43M +29,652 +10%
LFGH
4
Lee Financial Group Hawaii
Hawaii
$7.9M -$78.4K -1,626 -1%
Morgan Stanley
5
Morgan Stanley
New York
$7.45M -$3.02M -62,547 -29%
SFG
6
StrategIQ Financial Group
Indiana
$6.66M -$145K -3,011 -2%
IDA
7
Intelligence Driven Advisers
California
$6.47M +$6.47M +134,150 New
MGIA
8
Moneta Group Investment Advisors
Missouri
$5.72M +$159K +3,291 +3%
RA
9
RFG Advisory
Alabama
$5.62M -$1.64M -34,072 -23%
AWM
10
Apollon Wealth Management
South Carolina
$5.4M +$5.4M +110,419 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.3M +$1.59M +33,061 +43%
BCI
12
Brinker Capital Investments
Pennsylvania
$5.19M -$1.14M -23,695 -18%
WP
13
WealthPLAN Partners
Nebraska
$4.9M -$127K -2,582 -3%
SFA
14
Sequoia Financial Advisors
Ohio
$4.61M +$538K +11,157 +13%
S
15
Surevest
California
$4.44M +$4.44M +91,990 New
Bank of America
16
Bank of America
North Carolina
$4.03M -$977K -20,266 -20%
MAG
17
Mokosak Advisory Group
Iowa
$3.42M +$3.42M +71,103 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$2.99M -$604K -12,521 -17%
CCP
19
Cardan Capital Partners
Colorado
$2.55M +$2.55M +52,897 New
UBS Group
20
UBS Group
Switzerland
$2.29M -$12.9M -266,840 -85%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.09M +$1.61M +33,427 +341%
DP
22
Denver PWM
Colorado
$1.99M +$62.2K +1,270 +3%
ACP
23
Aveo Capital Partners
Colorado
$1.97M +$1.97M +40,932 New
CFA
24
Carroll Financial Associates
North Carolina
$1.93M -$46.4K -961 -2%
HFA
25
Huber Financial Advisors
Illinois
$1.7M +$1.29M +26,752 +316%
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