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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

152 hedge funds and large institutions have $770M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 14 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
60
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$43.4M
3
UBS Group
3
UBS Group
Switzerland
$29.4M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$17.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.9M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$929K
2
SC
2
Savant Capital
Illinois
$47.6M
3
Jane Street
3
Jane Street
New York
$9.61M
4
LPL Financial
4
LPL Financial
California
$55.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$237K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$187M 4,497,907 +1,801,007 +67%
LPL Financial
2
LPL Financial
California
$55.8M 1,344,282 -151,696 -10%
SC
3
Savant Capital
Illinois
$47.6M 1,146,300 -202,531 -15%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$46.8M 1,127,101 +46,642 +4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$43.4M 1,045,335 +1,045,335 New
SI
6
SimpliFi Inc
California
$35.8M 862,713 +12,834 +2%
AWM
7
AE Wealth Management
Kansas
$31M 746,364 +19,067 +3%
UBS Group
8
UBS Group
Switzerland
$29.4M 707,306 +423,488 +149%
TC
9
Trilogy Capital
California
$25.1M 604,662 -22,048 -4%
PWMG
10
Prestige Wealth Management Group
New Jersey
$23.6M 568,269 +47,963 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$22.9M 551,070 +156,233 +40%
EH
12
Equitable Holdings
New York
$21.4M 514,577 +41,129 +9%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$17.3M 417,606 +180,217 +76%
PAG
14
Private Advisor Group
New Jersey
$17.2M 414,382 +13,615 +3%
Morgan Stanley
15
Morgan Stanley
New York
$16.4M 394,671 +15,881 +4%
FFA
16
First Foundation Advisors
California
$10.8M 260,018 +109,406 +73%
Jane Street
17
Jane Street
New York
$9.61M 231,396 -156,006 -40%
SF
18
Symphony Financial
Texas
$8.1M 196,280 +73,468 +60%
SFA
19
Sequoia Financial Advisors
Ohio
$7.2M 173,556 -7,626 -4%
RJA
20
Raymond James & Associates
Florida
$6.38M 153,610 +48,673 +46%
FGAM
21
Financial Gravity Asset Management
Texas
$6.32M 2,280 +2,160 +1,800%
KIA
22
KLR Investment Advisors
Rhode Island
$4.93M 112,849 -3,807 -3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.45M 107,271 +6,037 +6%
RA
24
RFG Advisory
Alabama
$4.33M 104,429 +25,129 +32%
MML Investors Services
25
MML Investors Services
Massachusetts
$4.19M 100,871 +8,872 +10%
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