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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

156 hedge funds and large institutions have $862M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
156
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
17
Increased
64
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$29.5M
2
Bank of America
2
Bank of America
North Carolina
$173M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$46.6M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$32.8M
5
Jane Street
5
Jane Street
New York
$9.84M

Top Sellers

1
EH
1
Equitable Holdings
New York
$366K
2
AWM
2
AE Wealth Management
Kansas
$9.34M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.5M
4
LPL Financial
4
LPL Financial
California
$53.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$173M 3,979,421 +323,983 +9%
LPL Financial
2
LPL Financial
California
$53.1M 1,222,493 -212,968 -15%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$50.5M 1,162,808 +25,608 +2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$46.6M 1,073,547 +319,942 +42%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$38.4M 884,023 +162,587 +23%
SI
6
SimpliFi Inc
California
$38.3M 882,857 +20,144 +2%
UBS Group
7
UBS Group
Switzerland
$37.4M 861,720 +113,331 +15%
SC
8
Savant Capital
Illinois
$35.4M 814,764 -50,269 -6%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$32.8M 755,659 +192,814 +34%
TC
10
Trilogy Capital
California
$30.9M 711,070 +14,530 +2%
HighTower Advisors
11
HighTower Advisors
Illinois
$29.5M 678,450 +678,450 New
PWMG
12
Prestige Wealth Management Group
New Jersey
$26M 600,023 +61,833 +11%
PAG
13
Private Advisor Group
New Jersey
$23.9M 550,064 -9,919 -2%
Morgan Stanley
14
Morgan Stanley
New York
$22.5M 518,305 -323,839 -38%
FFA
15
First Foundation Advisors
California
$17.2M 397,460 +117,023 +42%
SF
16
Symphony Financial
Texas
$13.4M 308,473 +42,215 +16%
Jane Street
17
Jane Street
New York
$9.84M 226,669 +165,315 +269%
SWM
18
Schwallier Wealth Management
Michigan
$9.8M 225,811 -40,753 -15%
AWM
19
AE Wealth Management
Kansas
$9.34M 215,183 -515,357 -71%
IWP
20
Invenio Wealth Partners
Florida
$8.42M 193,909 +63,744 +49%
SAM
21
Smartleaf Asset Management
Massachusetts
$8.23M 189,569 +40,476 +27%
AI
22
Atria Investments
North Carolina
$7.61M 175,339 +22,068 +14%
SFA
23
Sequoia Financial Advisors
Ohio
$7.08M 163,139 -8,888 -5%
Citadel Advisors
24
Citadel Advisors
Florida
$5.76M 132,798 +132,798 New
Stifel Financial
25
Stifel Financial
Missouri
$5.51M 126,959 +90,628 +249%
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