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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

Overview Fund Activity

162 hedge funds and large institutions have $853M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
76
Reduced
44
Closed
13
Calls
$39K
Puts
$399K
Net Calls
-$360K
Net Calls Change
-$467K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$56.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.1M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$46.8M
4
IAA
4
Independent Advisor Alliance
North Carolina
$3.38M
5
GSEP
5
Golden State Equity Partners
California
$3.13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$123M
2
BFG
2
Beacon Financial Group
Texas
$4.15M
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$504K
4
Jane Street
4
Jane Street
New York
$961K
5
NS
5
NBC Securities
Alabama
$2.45K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$123M 2,871,361 -1,211,430 -30%
LPL Financial
2
LPL Financial
California
$56.1M 1,307,034 +143,924 +12%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$50.6M 1,179,343 +45,095 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47M 1,095,465 +10,360 +1%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$46.8M 1,090,482 +99,208 +10%
UBS Group
6
UBS Group
Switzerland
$40.4M 941,628 +25,263 +3%
TC
7
Trilogy Capital
California
$39.5M 921,006 +51,188 +6%
SI
8
SimpliFi Inc
California
$36.9M 860,814 +10,683 +1%
HighTower Advisors
9
HighTower Advisors
Illinois
$32.7M 762,651 +36,335 +5%
SC
10
Savant Capital
Illinois
$30.8M 716,803 -25,480 -3%
PWMG
11
Prestige Wealth Management Group
New Jersey
$25.9M 604,457 +19,218 +3%
PAG
12
Private Advisor Group
New Jersey
$22.9M 534,171 +18,822 +4%
FFA
13
First Foundation Advisors
California
$20M 467,123 +33,428 +8%
SF
14
Symphony Financial
Texas
$17.4M 403,739 +32,974 +9%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$17.1M 399,227 +137,873 +53%
Morgan Stanley
16
Morgan Stanley
New York
$15.5M 360,130 -1,050 -0.3%
AI
17
Atria Investments
North Carolina
$11.9M 276,368 +52,601 +24%
SWM
18
Schwallier Wealth Management
Michigan
$11.1M 259,106 +5,834 +2%
IWP
19
Invenio Wealth Partners
Florida
$11M 256,296 +18,186 +8%
Raymond James Financial
20
Raymond James Financial
Florida
$9.51M 221,687 +221,687 New
SAM
21
Smartleaf Asset Management
Massachusetts
$9.06M 210,955 +15,094 +8%
GWM
22
GSB Wealth Management
Connecticut
$8.85M 206,284 +29,441 +17%
IA
23
Insight Advisors
Pennsylvania
$8.25M 192,221 +33,259 +21%
Ameriprise
24
Ameriprise
Minnesota
$6.67M 155,302 +13,659 +10%
DFP
25
Defined Financial Planning
California
$6.3M 146,873 +146,873 New
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