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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

146 hedge funds and large institutions have $957M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 73 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.95%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
15
Increased
73
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$42M
2
LPL Financial
LPL Financial
California
$58.8M
3
AAS
Avantax Advisory Services
Texas
$11.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39M
5
PI
PFS Investments
Georgia
$52.8M

Top Sellers

1
HI
Horizon Investments
North Carolina
$71.3M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.05M
3
DWM
Darwin Wealth Management
Florida
$3.09M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
ACM
Ashford Capital Management
Delaware
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
1
Horizon Investments
North Carolina
$71.3M -$49.7M -924,954 -41%
LPL Financial
2
LPL Financial
California
$58.8M +$20.5M +380,798 +54%
PI
3
PFS Investments
Georgia
$52.8M +$6.1M +113,362 +13%
Jane Street
4
Jane Street
New York
$42M +$27.5M +511,704 +190%
MMA
5
Miracle Mile Advisors
California
$39.3M +$3.22M +59,773 +9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$39M +$6.21M +115,357 +19%
PWMG
7
Prestige Wealth Management Group
New Jersey
$37.6M +$756K +14,041 +2%
SI
8
SimpliFi Inc
California
$36.9M +$1.23M +22,780 +3%
AWM
9
AE Wealth Management
Kansas
$31.3M +$2.72M +50,526 +10%
3AM
10
3D Asset Management
Connecticut
$31.2M -$2.49M -46,265 -7%
SS
11
Simplicity Solutions
Minnesota
$31.2M +$3.07M +57,075 +11%
Wells Fargo
12
Wells Fargo
California
$26.9M +$3.2M +59,407 +13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$25.5M -$134K -2,499 -0.5%
ACM
14
Ashford Capital Management
Delaware
$22.5M -$2.93M -54,494 -12%
PWS
15
Private Wealth Strategies
Ohio
$20.8M +$3.13M +58,129 +18%
EH
16
Equitable Holdings
New York
$19.8M -$1.36M -25,296 -6%
CCA
17
Clearwater Capital Advisors
Illinois
$19M +$1.13M +21,005 +6%
RA
18
RFG Advisory
Alabama
$18.9M +$1.08M +20,072 +6%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$18.6M – – –
LFPWM
20
Leicht Financial Planning & Wealth Management
New Jersey
$17M -$1.85M -34,368 -10%
Morgan Stanley
21
Morgan Stanley
New York
$14.9M -$1.16M -21,505 -7%
LFGH
22
Lee Financial Group Hawaii
Hawaii
$14.7M +$133K +2,475 +0.9%
Bank of America
23
Bank of America
North Carolina
$14.3M +$983K +18,271 +7%
SFA
24
Sequoia Financial Advisors
Ohio
$14.2M +$188K +3,485 +1%
Osaic Holdings
25
Osaic Holdings
Arizona
$13.3M +$2.39M +44,424 +22%
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