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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

152 hedge funds and large institutions have $887M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+1
Holders Change %
+0.66%
% 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
21
Increased
73
Reduced
42
Closed
18
Calls
$107K
Puts
–
Net Calls
+$107K
Net Calls Change
+$107K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.7M
2
BFG
Beacon Financial Group
Texas
$8.03M
3
Ameriprise
Ameriprise
Minnesota
$6.33M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$44.5M
5
TC
Trilogy Capital
California
$38.9M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$1.71M
2
WP
WealthPLAN Partners
Nebraska
$0
3
GSEP
Golden State Equity Partners
California
$0
4
LPL Financial
LPL Financial
California
$52M
5
NA
NewEdge Advisors
Louisiana
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$183M +$761K +17,012 +0.4%
LPL Financial
2
LPL Financial
California
$52M -$2.44M -54,619 -4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$50.7M +$153K +3,420 +0.3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$48.5M +$4.92M +110,014 +11%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$44.5M +$5.55M +123,671 +14%
UBS Group
6
UBS Group
Switzerland
$41M +$440K +9,834 +1%
TC
7
Trilogy Capital
California
$38.9M +$5.44M +121,783 +16%
SI
8
SimpliFi Inc
California
$38M +$396K +8,866 +1%
SC
9
Savant Capital
Illinois
$33.2M -$446K -9,968 -1%
HighTower Advisors
10
HighTower Advisors
Illinois
$32.5M +$1.51M +33,853 +5%
PWMG
11
Prestige Wealth Management Group
New Jersey
$26.2M +$123K +2,758 +0.5%
PAG
12
Private Advisor Group
New Jersey
$23M -$735K -16,440 -3%
FFA
13
First Foundation Advisors
California
$19.4M +$866K +19,361 +5%
SF
14
Symphony Financial
Texas
$16.6M +$1.59M +35,487 +11%
Morgan Stanley
15
Morgan Stanley
New York
$16.1M +$1.34M +30,078 +9%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$11.7M +$6.98M +156,038 +148%
SWM
17
Schwallier Wealth Management
Michigan
$11.3M +$551K +12,322 +5%
IWP
18
Invenio Wealth Partners
Florida
$10.6M +$898K +20,074 +9%
AI
19
Atria Investments
North Carolina
$10M +$1.83M +40,973 +22%
SAM
20
Smartleaf Asset Management
Massachusetts
$8.78M +$34.8K +776 +0.4%
BFG
21
Beacon Financial Group
Texas
$8.03M +$5.75M +128,668 +253%
GWM
22
GSB Wealth Management
Connecticut
$7.91M +$1.23M +27,562 +18%
RJA
23
Raymond James & Associates
Florida
$7.7M +$1.8M +40,172 +30%
IA
24
Insight Advisors
Pennsylvania
$7.11M +$1.11M +24,861 +19%
Stifel Financial
25
Stifel Financial
Missouri
$6.75M +$1.22M +27,351 +22%
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