AGGY icon

WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

147 hedge funds and large institutions have $657M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
52
Reduced
48
Closed
12
Calls
$43K
Puts
$43K
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$24M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.3M
3
SF
3
Symphony Financial
Texas
$5.28M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.63M
5
WP
5
WealthPLAN Partners
Nebraska
$3.12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$116M
2
LPL Financial
2
LPL Financial
California
$64.5M
3
Jane Street
3
Jane Street
New York
$16.7M
4
SC
4
Savant Capital
Illinois
$58.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$116M 2,696,900 -1,562,895 -37%
LPL Financial
2
LPL Financial
California
$64.5M 1,495,978 -322,635 -18%
SC
3
Savant Capital
Illinois
$58.1M 1,348,831 -134,514 -9%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$46.6M 1,080,459 +33,231 +3%
SI
5
SimpliFi Inc
California
$36.6M 849,879 +47,742 +6%
AWM
6
AE Wealth Management
Kansas
$31.3M 727,297 +41,030 +6%
TC
7
Trilogy Capital
California
$27.1M 626,710 -19,005 -3%
OMC
8
Old Mission Capital
Illinois
$24M 557,806 +368,214 +194%
PWMG
9
Prestige Wealth Management Group
New Jersey
$22.4M 520,306 -290 -0.1%
EH
10
Equitable Holdings
New York
$20.4M 473,448 -19,714 -4%
PAG
11
Private Advisor Group
New Jersey
$17.2M 400,767 +10,648 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$17M 394,837 +50,929 +15%
Jane Street
13
Jane Street
New York
$16.7M 387,402 -234,322 -38%
Morgan Stanley
14
Morgan Stanley
New York
$16.3M 378,790 +179,223 +90%
UBS Group
15
UBS Group
Switzerland
$12.2M 283,818 +34,238 +14%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$10.2M 237,389 +45,974 +24%
SFA
17
Sequoia Financial Advisors
Ohio
$7.81M 181,182 -16,886 -9%
FFA
18
First Foundation Advisors
California
$6.49M 150,612 +31,788 +27%
3LCM
19
3D/L Capital Management
Connecticut
$5.54M 128,569 -25,088 -16%
Citadel Advisors
20
Citadel Advisors
Florida
$5.32M 123,375 -108,474 -47%
SF
21
Symphony Financial
Texas
$5.28M 122,812 +122,812 New
KIA
22
KLR Investment Advisors
Rhode Island
$5.03M 116,656 +2,756 +2%
RJA
23
Raymond James & Associates
Florida
$4.52M 104,937 +23,395 +29%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.36M 101,234 -90,797 -47%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.96M 91,999 +13,460 +17%
1
2 3 4 5