AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

162 hedge funds and large institutions have $717M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 22 closing their positions.

Holders
162
Holders Change
-9
Holders Change %
-5.26%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
16
Increased
65
Reduced
54
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$15.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24M
3
RA
3
RFG Advisory
Alabama
$51.5M
4
PAG
4
Private Advisor Group
New Jersey
$21.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.27M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$4.35M
2
OMC
2
Old Mission Capital
Illinois
$325K
3
Jane Street
3
Jane Street
New York
$0
4
HFS
4
Horizon Financial Services
North Carolina
$610K
5
T
5
TRUADVICE
Florida
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$71.4M 1,374,518 +86,045 +7%
RA
2
RFG Advisory
Alabama
$51.5M 991,776 +184,891 +23%
PWMG
3
Prestige Wealth Management Group
New Jersey
$34.3M 660,527 +3,460 +0.5%
AWM
4
AE Wealth Management
Kansas
$33.5M 644,536 -38,393 -6%
MMA
5
Miracle Mile Advisors
California
$32.7M 630,643 +15,711 +3%
CCP
6
Cardan Capital Partners
Colorado
$30.1M 579,760 +1,996 +0.3%
PWS
7
Private Wealth Strategies
Ohio
$29.4M 565,792 +20,809 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$27.8M 535,159 +33,563 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$24M 462,357 +209,659 +83%
HI
10
Horizon Investments
North Carolina
$21.5M 415,379 -9,299 -2%
PAG
11
Private Advisor Group
New Jersey
$21.5M 414,475 +183,296 +79%
Bank of America
12
Bank of America
North Carolina
$18.8M 361,348 +34,855 +11%
EH
13
Equitable Holdings
New York
$18.7M 359,338 +404 +0.1%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$15.6M 300,877 +220,272 +273%
Wells Fargo
15
Wells Fargo
California
$14.5M 279,654 +4,634 +2%
KW
16
KWB Wealth
California
$14.3M 274,850 +20,669 +8%
UBS Group
17
UBS Group
Switzerland
$14M 269,215 -12,434 -4%
PI
18
PFS Investments
Georgia
$13.7M 261,904 +13,197 +5%
JFS
19
JD Financial Services
Pennsylvania
$13.3M 256,014 +15,690 +7%
Morgan Stanley
20
Morgan Stanley
New York
$11.6M 223,311 +3,582 +2%
CCA
21
Clearwater Capital Advisors
Illinois
$9.13M 175,775 -664 -0.4%
AAS
22
Avantax Advisory Services
Texas
$8.74M 168,258 +19,635 +13%
SWP
23
Stratos Wealth Partners
Ohio
$8.55M 164,693 +7,894 +5%
LFPWM
24
Leicht Financial Planning & Wealth Management
New Jersey
$8.11M 153,580 -1,864 -1%
NEIRG
25
New England Investment & Retirement Group
Massachusetts
$7.51M 144,645 +9,413 +7%
1
2 3 4 5