MLG Wealth Management DBA Pine Grove Financial Group’s WisdomTree Voya Yield Enhanced USD Universal Bond Fund UNIY Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio UNIY Stock Details UNIY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$278K	Buy	+5,660	New	+$279K	0.03%	157

Other funds holding UNIY

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WMA

West Michigan Advisors Holland, Michigan $526M AUM 45.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's UNIY Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) in Q4 2025: 5,660 shares worth $278K. The stake represents 0.03% of the portfolio and ranks #157 among its holdings.

8 funds tracked by Wall St. Rank hold UNIY as of Q4 2025.

MLG Wealth Management DBA Pine Grove Financial Group held 5,660 shares of WisdomTree Voya Yield Enhanced USD Universal Bond Fund worth $278K as of Q4 2025.
WisdomTree Voya Yield Enhanced USD Universal Bond Fund was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
WisdomTree Voya Yield Enhanced USD Universal Bond Fund made up 0.03% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #157 holding.
8 funds tracked by Wall St. Rank held WisdomTree Voya Yield Enhanced USD Universal Bond Fund as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.