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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

140 hedge funds and large institutions have $658M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
140
Holders Change
-21
Holders Change %
-13.04%
% of All Funds
2.42%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
8
Increased
55
Reduced
56
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34.3M
2
Bank of America
2
Bank of America
North Carolina
$36.8M
3
EH
3
Equitable Holdings
New York
$20.4M
4
Ameriprise
4
Ameriprise
Minnesota
$5.22M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.01M

Top Sellers

1
PWS
1
Private Wealth Strategies
Ohio
$0
2
RA
2
RFG Advisory
Alabama
$55.4M
3
OMC
3
Old Mission Capital
Illinois
$0
4
WP
4
WealthSource Partners
California
$828K
5
AWS
5
AJ Wealth Strategies
New York
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
1
AJ Wealth Strategies
New York
$68.6M -$10.6M -251,751 -13%
LPL Financial
2
LPL Financial
California
$68.1M +$2.56M +60,631 +4%
RA
3
RFG Advisory
Alabama
$55.4M -$20.5M -495,924 -27%
SC
4
Savant Capital
Illinois
$42.5M -$4.58M -108,369 -10%
TC
5
Trilogy Capital
California
$40.9M -$652K -15,446 -2%
Bank of America
6
Bank of America
North Carolina
$36.8M +$6M +142,035 +19%
MMA
7
Miracle Mile Advisors
California
$35.1M +$414K +9,800 +1%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$34.3M +$6.07M +143,867 +21%
AWM
9
AE Wealth Management
Kansas
$28.8M -$1.37M -32,371 -5%
PWMG
10
Prestige Wealth Management Group
New Jersey
$21.1M +$225K +5,332 +1%
EH
11
Equitable Holdings
New York
$20.4M +$5.79M +137,254 +40%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$13M +$2.33M +55,266 +22%
KW
13
KWB Wealth
California
$12.7M +$456K +10,810 +4%
IA
14
IFP Advisors
Florida
$11.7M +$177K +3,626 +2%
PAG
15
Private Advisor Group
New Jersey
$9.73M -$44.9K -1,064 -0.5%
SFA
16
Sequoia Financial Advisors
Ohio
$9.49M -$1.21M -28,691 -11%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$9.23M +$2.43M +57,457 +36%
Creative Planning
18
Creative Planning
Kansas
$7.73M -$1.91M -45,329 -20%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$7.61M -$2.61M -61,839 -26%
UBS Group
20
UBS Group
Switzerland
$6.96M +$208K +4,916 +3%
Morgan Stanley
21
Morgan Stanley
New York
$6.64M -$200K -4,744 -3%
LFPWM
22
Leicht Financial Planning & Wealth Management
New Jersey
$6.53M -$25.6K -606 -0.4%
Ameriprise
23
Ameriprise
Minnesota
$5.22M +$4.96M +117,492 +1,938%
3LCM
24
3D/L Capital Management
Connecticut
$5.19M -$61.7K -1,461 -1%
Jane Street
25
Jane Street
New York
$4.75M -$2.13M -50,545 -31%
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