AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

128 hedge funds and large institutions have $678M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+29
Holders Change %
+29.29%
% of All Funds
2.53%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
36
Increased
61
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
Miracle Mile Advisors
California
+$37.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.4M
3
Wells Fargo
Wells Fargo
California
+$11.2M
4
BAAM
Baker Avenue Asset Management
California
+$3.08M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
+$3.05M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$27.1M
2
AWS
AJ Wealth Strategies
New York
-$15.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$10.8M
4
PAG
Private Advisor Group
New Jersey
-$7.26M
5
Jane Street
Jane Street
New York
-$6.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$90.1M +$14.4M +275,805 +19%
PI
2
PFS Investments
Georgia
$50.6M -$198K -3,799 -0.4%
3AM
3
3D Asset Management
Connecticut
$40.4M -$1.71M -32,675 -4%
MMA
4
Miracle Mile Advisors
California
$37.8M +$37.8M +722,718 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.4M +$2.18M +41,638 +7%
ACM
6
Ashford Capital Management
Delaware
$25.4M +$93.5K +1,790 +0.4%
EH
7
Equitable Holdings
New York
$22.2M +$22.2M +425,705 New
HI
8
Horizon Investments
North Carolina
$22.2M -$27.1M -518,020 -55%
PWS
9
Private Wealth Strategies
Ohio
$19.2M +$19.2M +368,026 New
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$18.6M – – –
LPL Financial
11
LPL Financial
California
$17.8M +$1.9M +36,323 +12%
RA
12
RFG Advisory
Alabama
$16.2M +$1.95M +37,345 +14%
AWS
13
AJ Wealth Strategies
New York
$16M -$15.2M -291,555 -49%
SL
14
Systelligence LLC
Minnesota
$15.5M +$15.5M +297,189 New
LFGH
15
Lee Financial Group Hawaii
Hawaii
$13.8M +$67.5K +1,292 +0.5%
SFA
16
Sequoia Financial Advisors
Ohio
$13.7M +$1.5M +28,761 +12%
Wells Fargo
17
Wells Fargo
California
$12.8M +$11.2M +215,208 +745%
Morgan Stanley
18
Morgan Stanley
New York
$11.5M +$2.82M +53,953 +33%
CGFA
19
Colton Groome Financial Advisors
North Carolina
$9.23M +$272K +5,196 +3%
CCA
20
Clearwater Capital Advisors
Illinois
$8.93M +$2.47M +47,207 +38%
UBS Group
21
UBS Group
Switzerland
$8.58M +$1.46M +27,992 +21%
Bank of America
22
Bank of America
North Carolina
$8.37M +$239K +4,569 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.3M +$359K +6,862 +5%
AG
24
Advisor Group
Arizona
$7.44M +$1.37M +26,307 +23%
SFG
25
StrategIQ Financial Group
Indiana
$6.82M -$1.11M -21,304 -14%
1
2 3 4 5