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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

141 hedge funds and large institutions have $926M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+2
Holders Change %
+1.44%
% of All Funds
2.9%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
31
Increased
61
Reduced
40
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
+$79.6M
2
PI
PFS Investments
Georgia
+$29.1M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$20.4M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$18.8M
5
AWM
AE Wealth Management
Kansas
+$15M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$38.3M
2
Jane Street
Jane Street
New York
-$32.7M
3
3AM
3D Asset Management
Connecticut
-$3.46M
4
EH
Equitable Holdings
New York
-$3.16M
5
BAAM
Baker Avenue Asset Management
California
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$12.3M +$2.11M +39,281 +21%
UBS Group
27
UBS Group
Switzerland
$11.6M +$1.88M +34,989 +19%
DWM
28
Darwin Wealth Management
Florida
$11.5M +$6.33M +117,622 +122%
Osaic Holdings
29
Osaic Holdings
Arizona
$10.9M -$1.75M -32,483 -14%
CGFA
30
Colton Groome Financial Advisors
North Carolina
$10.5M +$4.95M +91,897 +89%
SWP
31
Stratos Wealth Partners
Ohio
$9.76M +$9.03M +167,777 +1,244%
CFA
32
Carroll Financial Associates
North Carolina
$6.09M +$36.1K +671 +0.6%
SC
33
Savant Capital
Illinois
$5.89M -$63.6K -1,182 -1%
BZWA
34
Blue Zone Wealth Advisors
California
$5.58M -$1.27M -23,681 -19%
NEIRG
35
New England Investment & Retirement Group
Massachusetts
$5.27M -$193K -3,589 -4%
SFG
36
StrategIQ Financial Group
Indiana
$5.17M -$1.08M -20,126 -17%
MA
37
MUFG Americas
New York
$5.14M +$5.14M +108 New
AAS
38
Avantax Advisory Services
Texas
$5.09M +$1.15M +21,434 +29%
GSWM
39
Golden State Wealth Management
California
$4.85M +$4.84M +89,908 +70,794%
WP
40
WealthPLAN Partners
Nebraska
$4.57M +$60.3K +1,115 +1%
IA
41
IFP Advisors
Florida
$4.32M -$5.7K -106 -0.1%
DP
42
Denver PWM
Colorado
$3.49M +$66K +1,226 +2%
Citadel Advisors
43
Citadel Advisors
Florida
$3.07M -$38.3M -711,826 -93%
OIA
44
OneDigital Investment Advisors
Kansas
$3.02M -$73.6K -1,368 -2%
SW
45
SlateStone Wealth
Florida
$2.9M -$202K -3,762 -7%
Truist Financial
46
Truist Financial
North Carolina
$2.61M +$529K +9,835 +25%
WFA
47
Wade Financial Advisory
California
$2.58M +$760K +14,125 +42%
TC
48
Trilogy Capital
California
$2.56M -$34K -626 -1%
VWM
49
Vigilare Wealth Management
Arizona
$2.5M -$150K -2,780 -6%
KFP
50
KMG Fiduciary Partners
Ohio
$2.5M +$2.5M +46,472 New
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