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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

151 hedge funds and large institutions have $798M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
16
Increased
66
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$37.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.9M
3
Bank of America
Bank of America
North Carolina
$175M
4
IA
Insight Advisors
Pennsylvania
$5.76M
5
UBS Group
UBS Group
Switzerland
$38.9M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$210K
2
Morgan Stanley
Morgan Stanley
New York
$14.2M
3
Jane Street
Jane Street
New York
$2.65M
4
SFA
Sequoia Financial Advisors
Ohio
$228K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$175M +$3.71M +86,358 +2%
LPL Financial
2
LPL Financial
California
$52.3M -$205K -4,764 -0.4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$48.6M -$1.37M -31,980 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.9M +$3.91M +91,068 +10%
UBS Group
5
UBS Group
Switzerland
$38.9M +$1.93M +44,811 +5%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$37.3M +$4.81M +111,944 +15%
SI
7
SimpliFi Inc
California
$36.1M -$1.79M -41,592 -5%
SC
8
Savant Capital
Illinois
$32.3M -$2.69M -62,513 -8%
TC
9
Trilogy Capital
California
$32.1M +$1.59M +36,965 +5%
HighTower Advisors
10
HighTower Advisors
Illinois
$29.7M +$602K +14,013 +2%
PWMG
11
Prestige Wealth Management Group
New Jersey
$25M -$754K -17,542 -3%
PAG
12
Private Advisor Group
New Jersey
$22.8M -$785K -18,275 -3%
FFA
13
First Foundation Advisors
California
$17.8M +$725K +16,874 +4%
SF
14
Symphony Financial
Texas
$14.5M +$1.16M +26,805 +9%
Morgan Stanley
15
Morgan Stanley
New York
$14.2M -$8.04M -187,203 -36%
SWM
16
Schwallier Wealth Management
Michigan
$10.4M +$650K +15,139 +7%
IWP
17
Invenio Wealth Partners
Florida
$9.37M +$1.04M +24,127 +12%
AWM
18
AE Wealth Management
Kansas
$9.35M +$106K +2,473 +1%
SAM
19
Smartleaf Asset Management
Massachusetts
$8.41M +$238K +5,516 +3%
AI
20
Atria Investments
North Carolina
$7.85M +$320K +7,455 +4%
GWM
21
GSB Wealth Management
Connecticut
$6.41M +$1.26M +29,368 +24%
IA
22
Insight Advisors
Pennsylvania
$5.76M +$2.12M +49,407 +58%
RJA
23
Raymond James & Associates
Florida
$5.67M +$317K +7,383 +6%
Stifel Financial
24
Stifel Financial
Missouri
$5.31M -$147K -3,430 -3%
RA
25
RFG Advisory
Alabama
$5.18M +$438K +10,197 +9%
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