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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

99 hedge funds and large institutions have $564M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
2.17%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
25
Increased
47
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$75.7M
2
AWS
AJ Wealth Strategies
New York
$31.3M
3
PI
PFS Investments
Georgia
$50.8M
4
Jane Street
Jane Street
New York
$6.13M
5
Citadel Advisors
Citadel Advisors
Florida
$10.8M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
HI
Horizon Investments
North Carolina
$49.2M
3
IDA
Intelligence Driven Advisers
California
$572K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$3.63M
5
3AM
3D Asset Management
Connecticut
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$75.7M +$34.2M +655,043 +83%
PI
2
PFS Investments
Georgia
$50.8M +$9.22M +176,316 +22%
HI
3
Horizon Investments
North Carolina
$49.2M -$8.43M -161,585 -15%
3AM
4
3D Asset Management
Connecticut
$42.1M -$963K -18,424 -2%
AWS
5
AJ Wealth Strategies
New York
$31.3M +$31.3M +598,135 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$30.2M +$3.93M +75,233 +15%
ACM
7
Ashford Capital Management
Delaware
$25.3M +$1.35M +25,827 +6%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$18.6M – – –
LPL Financial
9
LPL Financial
California
$15.9M +$366K +7,006 +2%
RA
10
RFG Advisory
Alabama
$14.3M +$4.57M +87,416 +47%
LFGH
11
Lee Financial Group Hawaii
Hawaii
$13.7M +$3.48M +66,481 +34%
SFA
12
Sequoia Financial Advisors
Ohio
$12.2M +$1.41M +27,048 +13%
Citadel Advisors
13
Citadel Advisors
Florida
$10.8M +$4.93M +94,279 +84%
CGFA
14
Colton Groome Financial Advisors
North Carolina
$8.89M +$3.63M +69,991 +69%
Morgan Stanley
15
Morgan Stanley
New York
$8.67M +$992K +18,969 +13%
Bank of America
16
Bank of America
North Carolina
$8.13M +$2.36M +45,107 +41%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$7.95M -$19.4K -372 -0.2%
SFG
18
StrategIQ Financial Group
Indiana
$7.94M -$587K -11,226 -7%
PAG
19
Private Advisor Group
New Jersey
$7.26M +$4.28M +81,760 +143%
UBS Group
20
UBS Group
Switzerland
$7.12M +$339K +6,476 +5%
CCA
21
Clearwater Capital Advisors
Illinois
$6.47M +$719K +13,745 +12%
Jane Street
22
Jane Street
New York
$6.13M +$6.13M +117,327 New
AG
23
Advisor Group
Arizona
$6.07M +$1.11M +21,276 +22%
IA
24
IFP Advisors
Florida
$5.79M +$5.79M +110,801 New
S
25
Surevest
California
$5.29M -$175K -3,352 -3%
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