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WisdomTree Yield Enhanced US Aggregate Bond Fund

165 hedge funds and large institutions have $812M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
2.93%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
33
Increased
65
Reduced
51
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$11.2M +$491K +9,142 +5%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$9.71M +$1.69M +31,448 +21%
PAG
28
Private Advisor Group
New Jersey
$9.18M +$7.05M +131,271 +331%
EWM
29
Echo Wealth Management
Minnesota
$8.34M +$8.34M +155,345 New
CFA
30
Carroll Financial Associates
North Carolina
$7.86M +$1.14M +21,274 +17%
AAS
31
Avantax Advisory Services
Texas
$7.62M -$3.95M -73,674 -34%
KAS
32
Kestra Advisory Services
Texas
$7.17M +$2.66M +49,649 +59%
CGFA
33
Colton Groome Financial Advisors
North Carolina
$6.27M -$4.87M -90,727 -44%
NEIRG
34
New England Investment & Retirement Group
Massachusetts
$6.17M +$607K +11,309 +11%
IA
35
IFP Advisors
Florida
$6.09M +$224K +4,179 +4%
Jane Street
36
Jane Street
New York
$5.67M -$36.2M -675,054 -86%
DWP
37
Destiny Wealth Partners
Florida
$5.44M +$5.44M +101,223 New
UR
38
USCA RIA
Texas
$5.08M +$294K +5,485 +6%
SC
39
Savant Capital
Illinois
$4.82M -$513K -9,559 -10%
T
40
TRUADVICE
Florida
$4.47M +$542K +10,171 +14%
SFG
41
StrategIQ Financial Group
Indiana
$4.32M -$338K -6,287 -7%
WP
42
WealthPLAN Partners
Nebraska
$4.21M +$103K +1,942 +3%
Osaic Holdings
43
Osaic Holdings
Arizona
$4.17M -$9.06M -168,611 -68%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$3.97M +$1.23M +22,975 +45%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$2.9M +$1.21M +22,488 +72%
PCWA
46
Pacific Capital Wealth Advisors
California
$2.86M +$163K +3,039 +6%
OIA
47
OneDigital Investment Advisors
Kansas
$2.68M -$149K -2,778 -5%
LIA
48
Luken Investment Analytics
Tennessee
$2.63M +$2.63M +49,038 New
VWM
49
Vigilare Wealth Management
Arizona
$2.6M +$107K +1,995 +4%
BZWA
50
Blue Zone Wealth Advisors
California
$2.58M -$985K -18,348 -28%