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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

158 hedge funds and large institutions have $838M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
27
Increased
58
Reduced
52
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$37.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.8M
3
PAG
Private Advisor Group
New Jersey
$24.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$24.8M
5
FIM
Freedom Investment Management
Connecticut
$6.09M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$161M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$33.2M
3
SC
Savant Capital
Illinois
$38.1M
4
Jane Street
Jane Street
New York
$2.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$161M -$37.1M -842,469 -19%
LPL Financial
2
LPL Financial
California
$63.2M +$4.01M +91,179 +7%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$50.1M +$445K +10,099 +0.9%
SC
4
Savant Capital
Illinois
$38.1M -$12.4M -281,267 -25%
Morgan Stanley
5
Morgan Stanley
New York
$37.1M +$19.7M +447,473 +113%
SI
6
SimpliFi Inc
California
$35.8M – – –
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$33.2M -$12.8M -291,730 -28%
UBS Group
8
UBS Group
Switzerland
$32.9M +$1.81M +41,083 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$31.8M +$7.5M +170,366 +31%
AWM
10
AE Wealth Management
Kansas
$31.7M -$686K -15,824 -2%
TC
11
Trilogy Capital
California
$30.7M +$4.04M +91,878 +15%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$24.8M +$6.39M +145,239 +35%
PAG
13
Private Advisor Group
New Jersey
$24.7M +$6.41M +145,601 +35%
EH
14
Equitable Holdings
New York
$24.6M +$1.91M +43,444 +8%
PWMG
15
Prestige Wealth Management Group
New Jersey
$23.7M -$1.32M -30,079 -5%
FFA
16
First Foundation Advisors
California
$12.3M +$899K +20,419 +8%
SWM
17
Schwallier Wealth Management
Michigan
$11.7M +$11.7M +266,564 New
SF
18
Symphony Financial
Texas
$11.6M +$3.05M +69,978 +36%
SFA
19
Sequoia Financial Advisors
Ohio
$7.57M -$67.3K -1,529 -0.9%
AI
20
Atria Investments
North Carolina
$6.75M +$3.03M +68,926 +82%
SAM
21
Smartleaf Asset Management
Massachusetts
$6.57M +$6.57M +149,093 New
RJA
22
Raymond James & Associates
Florida
$6.42M -$342K -7,777 -5%
FGAM
23
Financial Gravity Asset Management
Texas
$6.32M +$316K +120 +5%
FIM
24
Freedom Investment Management
Connecticut
$6.09M +$6.09M +138,379 New
IWP
25
Invenio Wealth Partners
Florida
$5.73M +$2.75M +62,563 +93%
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