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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

74 hedge funds and large institutions have $354M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+11
Holders Change %
+17.46%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
20
Increased
33
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
+$48.3M
2
PI
PFS Investments
Georgia
+$32.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$18.6M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$9.95M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.28M

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
-$4.21M
2
Morgan Stanley
Morgan Stanley
New York
-$2.13M
3
LPWM
Lake Point Wealth Management
Texas
-$1.75M
4
IA
IFP Advisors
Florida
-$1.43M
5
CFA
Capstone Financial Advisors
Illinois
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
1
Horizon Investments
North Carolina
$48.3M +$48.3M +972,356 New
3AM
2
3D Asset Management
Connecticut
$42.2M +$3.17M +63,565 +8%
PI
3
PFS Investments
Georgia
$32.2M +$32.2M +647,052 New
ACM
4
Ashford Capital Management
Delaware
$22.1M +$5.27M +105,818 +31%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.4M +$2.81M +56,342 +16%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$18.6M +$18.6M +355,428 New
LFGH
7
Lee Financial Group Hawaii
Hawaii
$13.8M +$5.61M +112,636 +69%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$9.95M +$9.95M +199,616 New
RA
9
RFG Advisory
Alabama
$8.93M +$3.14M +63,150 +54%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.52M +$8.28M +166,202 +3,418%
PAG
11
Private Advisor Group
New Jersey
$8.22M +$8.22M +164,893 New
SFA
12
Sequoia Financial Advisors
Ohio
$7.89M +$3.12M +62,600 +65%
SFG
13
StrategIQ Financial Group
Indiana
$7.63M +$747K +14,988 +11%
IDA
14
Intelligence Driven Advisers
California
$7.45M +$767K +15,387 +11%
AI
15
Atria Investments
North Carolina
$6.19M +$5.52M +110,702 +825%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.08M +$605K +12,136 +11%
Morgan Stanley
17
Morgan Stanley
New York
$5.57M -$2.13M -42,702 -28%
MGIA
18
Moneta Group Investment Advisors
Missouri
$5.55M -$355K -7,122 -6%
BCI
19
Brinker Capital Investments
Pennsylvania
$5.16M -$206K -4,130 -4%
WP
20
WealthPLAN Partners
Nebraska
$5.09M +$76.1K +1,520 +2%
Bank of America
21
Bank of America
North Carolina
$5.08M +$920K +18,466 +22%
S
22
Surevest
California
$4.59M +$3.59K +72 +0.1%
CCA
23
Clearwater Capital Advisors
Illinois
$4.37M +$4.37M +87,640 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$4.08M +$994K +19,943 +32%
MAG
25
Mokosak Advisory Group
Iowa
$3.61M +$73K +1,468 +2%
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